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DTE Energy
DTE

Overview Fund Activity

750 hedge funds and large institutions have $17.5B invested in DTE Energy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 250 increasing their positions, 246 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+40
Holders Change %
+5.63%
% of All Funds
10.99%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
111
Increased
250
Reduced
246
Closed
61
Calls
$18.7M
Puts
$25.1M
Net Calls
-$6.32M
Net Calls Change
-$9.97M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$270M
2
BC
Brookfield Corp
Ontario, Canada
+$114M
3
Boston Partners
Boston Partners
Massachusetts
+$112M
4
SCP
Soroban Capital Partners
New York
+$79.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$75.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$177M
2
BlackRock
BlackRock
New York
-$64.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.9M
5
ZP
Zimmer Partners
New York
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Belpointe Asset Management
Nevada
$277K +$55K +499 +25%
WCM
477
WealthBridge Capital Management
Ohio
$276K +$221 +2 +0.1%
AWM
478
Apollon Wealth Management
South Carolina
$273K +$273K +2,477 New
AWM
479
Affinity Wealth Management
Delaware
$271K – – –
MFG
480
Merit Financial Group
Georgia
$268K +$44K +399 +20%
ACA
481
Aptus Capital Advisors
Alabama
$267K +$267K +2,419 New
CC
482
Corton Capital
Ontario, Canada
$262K +$262K +2,374 New
VSQM
483
V-Square Quantitative Management
Illinois
$260K – – –
FA
484
FDx Advisors
Illinois
$258K +$258K +2,339 New
NRG
485
Nemes Rush Group
Michigan
$257K +$108K +975 +72%
CG
486
Caprock Group
Idaho
$256K +$256K +2,298 New
PPWM
487
Paragon Private Wealth Management
Kentucky
$256K -$15.3K -139 -6%
OTPPB
488
Ontario Teachers' Pension Plan Board
Ontario, Canada
$256K +$256K +2,319 New
TWA
489
TCI Wealth Advisors
Arizona
$255K -$4.74K -43 -2%
PWM
490
PBMares Wealth Management
Virginia
$254K +$11K +100 +5%
ATWA
491
Arbor Trust Wealth Advisors
Michigan
$253K – – –
VL
492
Vima LLC
Michigan
$252K +$252K +2,282 New
SP
493
Symmetry Partners
Connecticut
$249K – – –
PSP
494
Principal Street Partners
Tennessee
$246K +$8.27K +75 +3%
CI
495
CPR Investments
Michigan
$245K -$10.6K -96 -4%
SAW
496
Signal Advisors Wealth
Michigan
$244K +$244K +2,190 New
PIA
497
Pinion Investment Advisors
Kansas
$244K +$244K +2,210 New
CDH
498
Charles D. Hyman
$243K – – –
SW
499
SkyOak Wealth
Michigan
$243K -$20.2K -183 -8%
TWC
500
TD Waterhouse Canada
Ontario, Canada
$242K +$11.6K +105 +5%
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