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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Pinnacle Associates
New York
$602K +$84.8K +761 +16%
ACM
352
Advance Capital Management
Michigan
$602K
PPW
353
Parcion Private Wealth
Washington
$601K -$3.79K -34 -0.6%
SC
354
Savant Capital
Illinois
$593K +$20.1K +180 +3%
CCP
355
Clarkston Capital Partners
Michigan
$589K
AWA
356
Acorn Wealth Advisors
Michigan
$587K +$11.3K +101 +2%
CCM
357
Coldstream Capital Management
Washington
$583K +$25.5K +229 +5%
LPT
358
Legacy Private Trust
Wisconsin
$582K
MAS
359
Meeder Advisory Services
Ohio
$579K +$64.1K +575 +12%
SAG
360
SageView Advisory Group
California
$571K +$578K +5,188 New
BP
361
Ballentine Partners
Massachusetts
$570K +$577K +5,180 New
WJWM
362
Williams Jones Wealth Management
New York
$570K
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$562K -$3.23K -29 -0.6%
Macquarie Group
364
Macquarie Group
Australia
$561K
PP
365
Prudential plc
United Kingdom
$551K -$5.24K -47 -0.9%
BCI
366
Brinker Capital Investments
Pennsylvania
$545K +$55.9K +502 +11%
OPS
367
Orion Portfolio Solutions
Nebraska
$545K +$55.9K +502 +11%
CFFP
368
Center for Financial Planning
Michigan
$541K +$22.3K +200 +4%
HFAS
369
Hummer Financial Advisory Services
Illinois
$534K
AAS
370
Avantax Advisory Services
Texas
$530K +$50K +449 +10%
CF
371
Copperwynd Financial
Arizona
$514K +$20.2K +181 +4%
MCM
372
MAI Capital Management
Ohio
$504K +$60.1K +539 +13%
V
373
Veritable
Delaware
$503K +$36.1K +324 +8%
CAL
374
Capital Advisors Ltd
Ohio
$491K +$10.7K +96 +2%
SOAMC
375
Spirit of America Management Corp
New York
$490K +$267K +2,400 +117%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.