DTE icon

DTE Energy
DTE

Overview Fund Activity

724 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 262 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-43
Holders Change %
-5.61%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
63
Increased
262
Reduced
246
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$299M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$105M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$48.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$44.3M
5
ACG
Aventail Capital Group
New York
+$39.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.2M
2
Capital World Investors
Capital World Investors
California
-$72.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57M
4
Boston Partners
Boston Partners
Massachusetts
-$54.3M
5
BlackRock
BlackRock
New York
-$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
451
Aviva
United Kingdom
$313K – – –
KWM
452
Kaydan Wealth Management
Michigan
$312K +$117K +1,067 +60%
QI
453
Qtron Investments
Massachusetts
$311K – – –
RIS
454
Retirement Income Solutions
Michigan
$307K +$23.8K +217 +8%
BCM
455
Brookstone Capital Management
Illinois
$306K -$1.8K -16 -0.6%
WI
456
Wintrust Investments
Illinois
$304K +$110 +1 +0%
LNC
457
Lincoln National Corp
Pennsylvania
$303K +$17.6K +161 +6%
TI
458
Tidal Investments
Wisconsin
$300K +$18.4K +168 +7%
AG
459
AIA Group
Hong Kong
$295K -$28.7K -262 -9%
NB
460
NBT Bank
New York
$294K – – –
S
461
SignatureFD
Georgia
$291K +$50.4K +460 +21%
Axa
462
Axa
France
$289K -$131K -1,200 -31%
SBIA
463
Sheaff Brock Investment Advisors
Indiana
$285K – – –
C1AG
464
Client 1st Advisory Group
Florida
$278K – – –
JCM
465
J2 Capital Management
Michigan
$277K – – –
CSIC
466
Clifford Swan Investment Counsel
California
$274K -$548 -5 -0.2%
WCM
467
WealthBridge Capital Management
Ohio
$274K -$110 -1 -0%
AI
468
Atom Investors
Texas
$274K +$274K +2,500 New
FTDI
469
First Trust Direct Indexing
Massachusetts
$273K -$23.6K -215 -8%
SI
470
Stephens Inc
Arkansas
$270K -$96.1K -877 -26%
Lido Advisors
471
Lido Advisors
California
$269K -$32.9K -300 -11%
SW
472
SVB Wealth
Massachusetts
$269K -$57.8K -528 -18%
AWM
473
Affinity Wealth Management
Delaware
$269K – – –
VCG
474
Vantage Consulting Group
Virginia
$267K +$25.9K +236 +11%
SA
475
Syntax Advisors
New York
$267K +$25.9K +236 +11%
17 18
19
20 21