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DTE Energy

750 hedge funds and large institutions have $17.5B invested in DTE Energy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 250 increasing their positions, 246 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+40
Holders Change %
+5.63%
% of All Funds
11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
111
Increased
250
Reduced
246
Closed
61
Calls
$18.7M
Puts
$25.1M
Net Calls
-$6.32M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Shares
Change %
ISL
351
Ingalls & Snyder LLC
New York
$592K -$68.9K -625 -10%
CWA
352
Centennial Wealth Advisory
Michigan
$592K -$85.2K -773 -13%
AEPWM
353
Atlantic Edge Private Wealth Management
Florida
$591K +$591K +5,360 New
CCP
354
Clarkston Capital Partners
Michigan
$591K
KWA
355
Kingswood Wealth Advisors
California
$586K +$361K +3,275 +160%
AWA
356
Acorn Wealth Advisors
Michigan
$586K -$5.18K -47 -0.9%
LPT
357
Legacy Private Trust
Wisconsin
$583K
GS
358
GTS Securities
New York
$579K +$135K +1,226 +30%
CFGS
359
Concourse Financial Group Securities
Alabama
$579K +$525K +4,718 +981%
CL
360
Choreo LLC
Illinois
$571K +$344K +3,118 +152%
WJWM
361
Williams Jones Wealth Management
New York
$569K
ACM
362
Aquatic Capital Management
Illinois
$562K -$5.36M -48,600 -91%
SC
363
Savant Capital
Illinois
$553K +$9.7K +88 +2%
CF
364
Copperwynd Financial
Arizona
$552K +$34.4K +312 +7%
KeyBank National Association
365
KeyBank National Association
Ohio
$552K +$274K +2,487 +99%
FI
366
FJ Investments
Utah
$552K +$552K +5,006 New
VWM
367
Venturi Wealth Management
Texas
$549K -$44.8K -406 -8%
DADC
368
D.A. Davidson & Co
Montana
$545K -$1.1K -10 -0.2%
CFFP
369
Center for Financial Planning
Michigan
$537K -$5.73K -52 -1%
IMCOOI
370
Investment Management Corp of Ontario (IMCO)
Canada
$534K +$534K +4,842 New
Lido Advisors
371
Lido Advisors
California
$533K +$41.4K +372 +8%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$524K +$148K +1,343 +39%
ACM
373
Advance Capital Management
Michigan
$520K +$662 +6 +0.1%
AC
374
AXQ Capital
New Jersey
$518K +$518K +4,700 New
GT
375
Glenview Trust
Kentucky
$508K -$49.7K -451 -9%