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DTE Energy
DTE

Overview Fund Activity

620 hedge funds and large institutions have $15.4B invested in DTE Energy in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 192 increasing their positions, 245 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
12.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
73
Increased
192
Reduced
245
Closed
70
Calls
$46.1M
Puts
$11.6M
Net Calls
+$34.5M
Net Calls Change
+$18.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$630M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$291M
3
Capital World Investors
Capital World Investors
California
+$152M
4
Franklin Resources
Franklin Resources
California
+$126M
5
CS
Credit Suisse
Switzerland
+$68.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$265M
2
Victory Capital Management
Victory Capital Management
Texas
-$210M
3
Citadel Advisors
Citadel Advisors
Florida
-$132M
4
Invesco
Invesco
Georgia
-$126M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
401
Retirement Income Solutions
Michigan
$308K +$308K +3,366 New
AWA
402
Acorn Wealth Advisors
Michigan
$306K -$130K -1,426 -30%
KeyBank National Association
403
KeyBank National Association
Ohio
$304K -$57K -624 -16%
VWM
404
Valley Wealth Managers
New Jersey
$301K -$1.56K -17 -0.5%
WI
405
Wintrust Investments
Illinois
$300K +$300K +3,282 New
NFG
406
Next Financial Group
Texas
$299K +$1.92K +21 +0.6%
JPMPWA
407
J.P. Morgan Private Wealth Advisors
California
$298K +$298K +3,254 New
SW
408
SkyOak Wealth
Michigan
$294K +$9.05K +99 +3%
SBIA
409
Sheaff Brock Investment Advisors
Indiana
$291K +$2.29K +25 +0.8%
C1AG
410
Client 1st Advisory Group
Florida
$289K – – –
TC
411
Telemus Capital
Michigan
$287K – – –
AAS
412
Avantax Advisory Services
Texas
$286K -$54.7K -599 -16%
Wolverine Trading
413
Wolverine Trading
Illinois
$284K -$561K -6,197 -66%
CSIC
414
Clifford Swan Investment Counsel
California
$280K – – –
FFS
415
Founders Financial Securities
Maryland
$277K +$277K +2,938 New
BAM
416
Belpointe Asset Management
Nevada
$275K +$108K +1,182 +65%
DPI
417
Diversified Portfolios Inc
Michigan
$263K – – –
SC
418
Savant Capital
Illinois
$260K +$260K +2,842 New
EH
419
Employers Holdings
Nevada
$259K +$259K +2,832 New
CDH
420
Charles D. Hyman
$256K – – –
UB
421
UMB Bank
Missouri
$254K +$2.84K +31 +1%
ATWA
422
Arbor Trust Wealth Advisors
Michigan
$252K -$10.8K -117 -4%
GBBWRPM
423
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$251K – – –
CS
424
Comerica Securities
Michigan
$251K +$11.9K +129 +5%
BHWM
425
Bar Harbor Wealth Management
New Hampshire
$250K -$3.3K -36 -1%
15 16
17
18 19