We are live on ! Find out more
DTE icon

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
AWA
451
Arete Wealth Advisors
Illinois
$293K +$297K +2,667 New
HI
452
Horizon Investments
North Carolina
$292K +$26.7K +240 +10%
IWP
453
Icon Wealth Partners
Texas
$288K -$48.9K -439 -14%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$286K
PCIA
455
Prime Capital Investment Advisors
Kansas
$285K +$289K +2,593 New
MG
456
Mather Group
Illinois
$284K +$43.5K +390 +18%
PA
457
Parallel Advisors
California
$284K +$43.4K +389 +18%
C1AG
458
Client 1st Advisory Group
Florida
$279K
JCM
459
J2 Capital Management
Michigan
$278K
SW
460
SkyOak Wealth
Michigan
$278K +$12.4K +111 +5%
ACG
461
Aventail Capital Group
New York
$278K -$44.1M -395,874 -99%
CSIC
462
Clifford Swan Investment Counsel
California
$275K
WCM
463
WealthBridge Capital Management
Ohio
$275K
QCG
464
Quadrant Capital Group
Ohio
$271K +$26.6K +239 +11%
CI
465
Cigna Investments
Connecticut
$271K +$12.1K +109 +5%
AWM
466
Affinity Wealth Management
Delaware
$271K
GI
467
Gradient Investments
Minnesota
$268K +$41.7K +374 +18%
PI
468
PFS Investments
Georgia
$268K +$11.5K +103 +4%
HW
469
Hancock Whitney
Mississippi
$267K -$53.4K -479 -16%
RGF
470
Retirement Guys Formula
Ohio
$267K
FTDI
471
First Trust Direct Indexing
Massachusetts
$264K -$10.1K -91 -4%
BBWP
472
Beacon Bridge Wealth Partners
Pennsylvania
$264K +$1.9K +17 +0.7%
AA
473
Advisory Alpha
Michigan
$260K +$264K +2,367 New
CI
474
CPR Investments
Michigan
$260K -$3.79K -34 -1%
GL
475
Graypoint LLC
New York
$260K -$565K -5,074 -68%

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.