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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 %
BTI
526
Blue Trust Inc
Georgia
$216K +$86.7K +740 +67%
FFS
527
Founders Financial Securities
Maryland
$215K – – –
PFO
528
Pathstone Family Office
New Jersey
$214K -$581K -5,286 -73%
AFG
529
Allegheny Financial Group
Pennsylvania
$213K – – –
HIC
530
Hartline Investment Corp
Illinois
$213K – – –
QFA
531
Quantum Financial Advisors
California
$212K – – –
CL
532
Choreo LLC
Illinois
$211K +$211K +1,927 New
VIA
533
Vident Investment Advisory
Georgia
$211K -$1.27M -11,566 -86%
FA
534
FDx Advisors
Illinois
$210K – – –
HPC
535
HM Payson & Co
Maine
$207K -$1.21K -11 -0.6%
RTC
536
Riverview Trust Company
Washington
$207K +$13.7K +125 +7%
TWA
537
TCI Wealth Advisors
Arizona
$205K -$110 -1 -0.1%
PCS
538
Personal CFO Solutions
New Jersey
$204K +$204K +1,860 New
NFA
539
Northern Financial Advisors
Michigan
$202K – – –
BHWM
540
Beaird Harris Wealth Management
Texas
$201K -$3.18K -29 -2%
PCM
541
Pointe Capital Management
Michigan
$200K +$200K +1,829 New
DAM
542
Delta Asset Management
Tennessee
$173K -$2.19K -20 -1%
RP
543
Rowlandmiller & Partners
Georgia
$155K – – –
EWM
544
Endurance Wealth Management
Rhode Island
$153K – – –
CT
545
Cambridge Trust
Massachusetts
$149K – – –
CWM
546
Cranbrook Wealth Management
Michigan
$144K -$56.8K -519 -28%
FP
547
Financial Perspectives
Minnesota
$142K +$1.21K +11 +0.9%
ATC
548
Adirondack Trust Company
New York
$139K +$7.78K +71 +6%
SIM
549
Sentry Investment Management
Wisconsin
$138K -$6.01K -55 -4%
CI Investments Inc
550
CI Investments Inc
Ontario, Canada
$134K +$74.9K +682 +127%
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