DTE icon

DTE Energy
DTE

Overview Fund Activity

724 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 262 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-43
Holders Change %
-5.61%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
63
Increased
262
Reduced
246
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$299M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$105M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$48.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$44.3M
5
ACG
Aventail Capital Group
New York
+$39.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.2M
2
Capital World Investors
Capital World Investors
California
-$72.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57M
4
Boston Partners
Boston Partners
Massachusetts
-$54.3M
5
BlackRock
BlackRock
New York
-$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
501
Moody National Bank Trust Division
Texas
$236K +$12.6K +115 +6%
Federated Hermes
502
Federated Hermes
Pennsylvania
$236K -$271K -2,478 -53%
BL
503
Balentine LLC
Georgia
$235K -$83.3K -760 -26%
SFS
504
Summit Financial Strategies
Ohio
$234K +$234K +2,133 New
CA
505
Calton & Associates
Florida
$232K -$3.61K -33 -2%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$230K +$3.07K +28 +1%
AC
507
AIFG Consultants
New York
$230K – – –
AIM
508
Aspen Investment Management
Michigan
$229K – – –
OPW
509
Oxler Private Wealth
New York
$227K -$562K -5,132 -71%
GCP
510
GSA Capital Partners
United Kingdom
$227K +$227K +2,068 New
IFU
511
iSAM Funds (UK)
United Kingdom
$227K +$227K +2,072 New
IA
512
IFP Advisors
Florida
$227K -$38.5K -625 -15%
GI
513
Gradient Investments
Minnesota
$226K -$32K -292 -12%
SOAMC
514
Spirit of America Management Corp
New York
$225K +$225K +2,050 New
SCM
515
Schnieders Capital Management
California
$223K – – –
MIM
516
MTM Investment Management
South Carolina
$223K – – –
MA
517
MCF Advisors
Kentucky
$222K – – –
CGL
518
Clarius Group LLC
Washington
$221K +$2.08K +19 +1%
AC
519
ASB Consultores
Florida
$219K +$219K +2,002 New
TWM
520
Triton Wealth Management
Arizona
$219K +$3.11K +28 +1%
XF
521
XML Financial
Maryland
$219K -$438 -4 -0.2%
PI
522
PFG Investments
New York
$219K +$219K +2,000 New
KIA
523
KCM Investment Advisors
California
$219K +$219K +2,000 New
AssetMark Inc
524
AssetMark Inc
California
$218K +$8.11K +74 +4%
BHWM
525
Bar Harbor Wealth Management
New Hampshire
$218K – – –
19 20
21
22 23