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DTE Energy
DTE

Overview Fund Activity

710 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-19
Holders Change %
-2.61%
% of All Funds
11.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
247
Reduced
249
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$348M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$308M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$74.9M
4
Ameriprise
Ameriprise
Minnesota
+$71.9M
5
Amundi
Amundi
France
+$58.2M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$167M
2
BlackRock
BlackRock
New York
-$127M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$127M
4
Millennium Management
Millennium Management
New York
-$92M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
EPG Wealth Management
Georgia
$567K -$59.3K -597 -9%
JPMPWA
352
J.P. Morgan Private Wealth Advisors
California
$560K +$560K +5,640 New
PGAM
353
Princeton Global Asset Management
New Jersey
$551K – – –
WC
354
Wexford Capital
Florida
$545K +$545K +5,490 New
AAS
355
Avantax Advisory Services
Texas
$544K +$66.1K +666 +14%
LFP
356
Lakeshore Financial Planning
Michigan
$544K +$544K +5,482 New
PPW
357
Parcion Private Wealth
Washington
$542K – – –
VWM
358
Venturi Wealth Management
Texas
$535K -$103K -1,036 -16%
AWA
359
Acorn Wealth Advisors
Michigan
$532K +$2.58K +26 +0.5%
CCP
360
Clarkston Capital Partners
Michigan
$532K – – –
PA
361
Pinnacle Associates
New York
$528K -$15.2K -153 -3%
LPT
362
Legacy Private Trust
Wisconsin
$525K – – –
WJWM
363
Williams Jones Wealth Management
New York
$512K -$1.59K -16 -0.3%
AI
364
Atom Investors
Texas
$511K +$511K +5,146 New
SAG
365
SageView Advisory Group
California
$509K -$6.25K -63 -1%
GT
366
Glenview Trust
Kentucky
$503K -$59.1K -595 -11%
TPA
367
Trivium Point Advisory
Connecticut
$498K +$498K +5,120 New
DADC
368
D.A. Davidson & Co
Montana
$492K +$492K +4,954 New
SC
369
Savant Capital
Illinois
$489K -$46.2K -465 -9%
CFFP
370
Center for Financial Planning
Michigan
$488K – – –
HFAS
371
Hummer Financial Advisory Services
Illinois
$482K – – –
AAM
372
Advisors Asset Management
Colorado
$482K +$59.9K +603 +14%
SCM
373
Stevens Capital Management
Pennsylvania
$475K +$268K +2,700 +130%
ACM
374
Advance Capital Management
Michigan
$468K -$75.9K -765 -14%
CF
375
Copperwynd Financial
Arizona
$466K +$2.28K +23 +0.5%
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15
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