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DTE Energy

710 hedge funds and large institutions have $15.5B invested in DTE Energy in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-19
Holders Change %
-2.61%
% of All Funds
11.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
71
Increased
247
Reduced
249
Closed
77
Calls
$25.6M
Puts
$21.9M
Net Calls
+$3.65M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
451
Envestnet Portfolio Solutions
Illinois
$283K +$283K +2,846 New
UCFA
452
United Capital Financial Advisors
Texas
$280K -$59.9K -603 -18%
OQS
453
Occudo Quantitative Strategies
Florida
$278K +$278K +2,800 New
KWM
454
Kaydan Wealth Management
Michigan
$278K
WI
455
Wintrust Investments
Illinois
$273K +$99 +1 +0%
LNC
456
Lincoln National Corp
Pennsylvania
$271K +$5.26K +53 +2%
RIS
457
Retirement Income Solutions
Michigan
$270K +$67.7K +682 +34%
JCM
458
J2 Capital Management
Michigan
$269K +$18.3K +184 +7%
BCM
459
Brookstone Capital Management
Illinois
$263K -$2.42K -25 -0.9%
SBIA
460
Sheaff Brock Investment Advisors
Indiana
$258K
DC
461
Davenport & Co
Virginia
$255K -$9.93K -100 -4%
C1AG
462
Client 1st Advisory Group
Florida
$252K
AA
463
Advisory Alpha
Michigan
$252K +$16.9K +170 +7%
CA
464
Clearstead Advisors
Ohio
$251K +$33.6K +338 +15%
S
465
SignatureFD
Georgia
$250K -$74.1K -746 -23%
KeyBank National Association
466
KeyBank National Association
Ohio
$250K -$37.4K -377 -13%
CSIC
467
Clifford Swan Investment Counsel
California
$249K
WCM
468
WealthBridge Capital Management
Ohio
$248K
PCIA
469
Prime Capital Investment Advisors
Kansas
$246K -$11.6K -117 -5%
HI
470
Harbour Investments
Wisconsin
$245K +$40.8K +411 +20%
AWM
471
Affinity Wealth Management
Delaware
$244K
PPWM
472
Paragon Private Wealth Management
Kentucky
$244K +$244K +2,459 New
VCG
473
Vantage Consulting Group
Virginia
$239K +$20.9K +211 +10%
SA
474
Syntax Advisors
New York
$239K +$20.9K +211 +10%
RGF
475
Retirement Guys Formula
Ohio
$237K -$3.38K -34 -1%