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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
S
426
SignatureFD
Georgia
$359K +$68.2K +612 +23%
PWMG
427
Pinnacle Wealth Management Group
Michigan
$355K
Lido Advisors
428
Lido Advisors
California
$351K +$81.8K +734 +30%
BWM
429
Brown Wealth Management
Illinois
$347K +$351K +3,152 New
FGA
430
Fortis Group Advisors
New Jersey
$343K
CFCI
431
Comprehensive Financial Consultants Institutional
Indiana
$341K
SI
432
Stephens Inc
Arkansas
$339K +$69K +619 +25%
IC
433
Inscription Capital
Texas
$330K
PAM
434
Palisade Asset Management
Minnesota
$330K
KPWS
435
Kestra Private Wealth Services
Texas
$329K -$5.24K -47 -2%
OC
436
Oppenheimer & Co
New York
$327K -$193K -1,735 -37%
FNFDCM
437
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$326K -$8.14K -73 -2%
EH
438
Equitable Holdings
New York
$321K +$325K +2,914 New
KeyBank National Association
439
KeyBank National Association
Ohio
$319K -$12.9K -116 -4%
P8IP
440
Pier 88 Investment Partners
California
$318K
Aviva
441
Aviva
United Kingdom
$314K
KWM
442
Kaydan Wealth Management
Michigan
$308K -$5.57K -50 -2%
LCM
443
Landscape Capital Management
New Jersey
$303K +$306K +2,750 New
BCM
444
Brookstone Capital Management
Illinois
$302K +$4.01K +36 +1%
WI
445
Wintrust Investments
Illinois
$302K -$3.01K -27 -1%
NFA
446
Northern Financial Advisors
Michigan
$297K +$95.3K +855 +46%
NB
447
NBT Bank
New York
$295K
FMAEN1
448
Fund Management at Engine No 1
California
$295K +$37.1K +333 +14%
LNC
449
Lincoln National Corp
Pennsylvania
$294K -$10.6K -95 -3%
DC
450
Davenport & Co
Virginia
$293K -$93.8K -842 -24%

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.