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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
AC
501
AIFG Consultants
New York
$231K
OPW
502
Oxler Private Wealth
New York
$230K +$1.78K +16 +0.8%
AIM
503
Aspen Investment Management
Michigan
$230K
SCM
504
Stevens Capital Management
Pennsylvania
$229K -$478K -4,290 -67%
CA
505
Calton & Associates
Florida
$227K -$5.79K -52 -2%
HI
506
Harbour Investments
Wisconsin
$226K -$14.4K -129 -6%
EWM
507
Empirical Wealth Management
Washington
$225K +$228K +2,048 New
TWM
508
Triton Wealth Management
Arizona
$225K +$1.56K +14 +0.7%
MNBTD
509
Moody National Bank Trust Division
Texas
$225K -$12.8K -115 -5%
PI
510
PFG Investments
New York
$224K +$4.46K +40 +2%
RIS
511
Retirement Income Solutions
Michigan
$224K -$85.8K -770 -27%
MIM
512
MTM Investment Management
South Carolina
$224K
MA
513
MCF Advisors
Kentucky
$223K
AC
514
ASB Consultores
Florida
$222K +$2.12K +19 +0.9%
DPI
515
Diversified Portfolios Inc
Michigan
$221K -$164K -1,476 -42%
XF
516
XML Financial
Maryland
$220K
MFG
517
Merit Financial Group
Georgia
$220K +$223K +1,998 New
CGL
518
Clarius Group LLC
Washington
$220K -$2.34K -21 -1%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$219K
DWP
520
Destiny Wealth Partners
Florida
$218K +$211K +1,893 New
SIMG
521
Sonora Investment Management Group
Arizona
$218K +$220K +1,977 New
NRG
522
Nemes Rush Group
Michigan
$217K +$220K +1,970 New
CL
523
Choreo LLC
Illinois
$217K +$2.79K +25 +1%
FFS
524
Founders Financial Securities
Maryland
$216K
VIA
525
Vident Investment Advisory
Georgia
$215K +$3.01K +27 +1%

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.