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
SHFA
476
SC&H Financial Advisors
Maryland
$260K
EFMC
477
Empire Financial Management Company
New York
$256K
PFO
478
Pathstone Family Office
New Jersey
$254K +$26.1K +234 +12%
TCOT
479
Trust Company of Toledo
Ohio
$254K
ATWA
480
Arbor Trust Wealth Advisors
Michigan
$253K
T
481
TRUADVICE
Florida
$250K -$186K -1,665 -42%
SP
482
Symmetry Partners
Connecticut
$248K
QT
483
Quantamental Technologies
New York
$245K +$248K +2,224 New
PWM
484
PBMares Wealth Management
Virginia
$242K
CDH
485
Charles D. Hyman
$242K
SA
486
Syntax Advisors
New York
$241K -$27.4K -246 -10%
VCG
487
Vantage Consulting Group
Virginia
$241K -$27.4K -246 -10%
CA
488
Clearstead Advisors
Ohio
$241K +$3.57K +32 +1%
RCAG
489
Rehmann Capital Advisory Group
Michigan
$239K -$1.34K -12 -0.6%
PSP
490
Principal Street Partners
Tennessee
$239K -$5.79K -52 -2%
TWA
491
TCI Wealth Advisors
Arizona
$238K +$32.7K +293 +16%
BAM
492
Blueshift Asset Management
New Jersey
$238K +$241K +2,162 New
Bessemer Group
493
Bessemer Group
New Jersey
$237K +$130K +1,169 +119%
RIA
494
Regal Investment Advisors
Michigan
$236K -$10.8K -97 -4%
AWM
495
Axxcess Wealth Management
California
$235K +$238K +2,134 New
SFS
496
Summit Financial Strategies
Ohio
$235K
NAM
497
NTV Asset Management
West Virginia
$233K -$10.1K -91 -4%
JIP
498
Jaffetilchin Investment Partners
Florida
$231K +$234K +2,101 New
PWPS
499
Pinnacle Wealth Planning Services
Ohio
$231K
FA
500
FDx Advisors
Illinois
$231K +$34.5K +310 +17%

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.