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DTE Energy
DTE

Overview Fund Activity

729 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, 278 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.5%
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
278
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$184M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$160M
5
Ameriprise
Ameriprise
Minnesota
+$157M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$178M
2
Millennium Management
Millennium Management
New York
-$150M
3
ZP
Zimmer Partners
New York
-$91.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76M
5
ECM
ExodusPoint Capital Management
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
451
Horizon Investments
North Carolina
$292K +$26.4K +240 +10%
IWP
452
Icon Wealth Partners
Texas
$288K -$48.3K -439 -14%
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$286K – – –
PCIA
454
Prime Capital Investment Advisors
Kansas
$285K +$285K +2,593 New
MG
455
Mather Group
Illinois
$284K +$42.9K +390 +18%
PA
456
Parallel Advisors
California
$284K +$42.8K +389 +18%
C1AG
457
Client 1st Advisory Group
Florida
$279K – – –
JCM
458
J2 Capital Management
Michigan
$278K – – –
SW
459
SkyOak Wealth
Michigan
$278K +$12.2K +111 +5%
ACG
460
Aventail Capital Group
New York
$278K -$43.6M -395,874 -99%
CSIC
461
Clifford Swan Investment Counsel
California
$275K – – –
WCM
462
WealthBridge Capital Management
Ohio
$275K – – –
QCG
463
Quadrant Capital Group
Ohio
$271K +$26.3K +239 +11%
CI
464
Cigna Investments
Connecticut
$271K +$12K +109 +5%
AWM
465
Affinity Wealth Management
Delaware
$271K – – –
GI
466
Gradient Investments
Minnesota
$268K +$41.1K +374 +18%
PI
467
PFS Investments
Georgia
$268K +$11.3K +103 +4%
HW
468
Hancock Whitney
Mississippi
$267K -$52.7K -479 -16%
RGF
469
Retirement Guys Formula
Ohio
$267K – – –
FTDI
470
First Trust Direct Indexing
Massachusetts
$264K -$10K -91 -4%
BBWP
471
Beacon Bridge Wealth Partners
Pennsylvania
$264K +$1.87K +17 +0.7%
AA
472
Advisory Alpha
Michigan
$260K +$260K +2,367 New
CI
473
CPR Investments
Michigan
$260K -$3.74K -34 -1%
GL
474
Graypoint LLC
New York
$260K -$558K -5,074 -68%
SHFA
475
SC&H Financial Advisors
Maryland
$260K – – –
17 18
19
20 21