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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 %
WT
551
Whittier Trust
California
$134K – – –
KFS
552
Kelly Financial Services
Massachusetts
$131K +$110 +1 +0.1%
TWI
553
Thomas White International
Illinois
$128K – – –
IGWM
554
ICA Group Wealth Management
Colorado
$126K – – –
GIA
555
GHP Investment Advisors
Colorado
$123K -$6.9K -63 -5%
WB
556
Webster Bank
Connecticut
$122K – – –
WTA
557
Washington Trust Advisors
Massachusetts
$122K -$13.1K -120 -10%
HT
558
Headlands Technologies
Illinois
$120K +$117K +1,067 +4,446%
SPIA
559
Steward Partners Investment Advisory
New York
$119K -$66.7K -609 -36%
GWS
560
Glassman Wealth Services
Virginia
$113K +$6.03K +55 +6%
OAM
561
Ostrum Asset Management
France
$110K +$110K +1,007 New
TIM
562
Tortoise Investment Management
New York
$108K – – –
Bessemer Group
563
Bessemer Group
New Jersey
$108K +$13.5K +123 +14%
ZB
564
Zions Bancorporation
Utah
$106K – – –
SC
565
Steph & Co
Wisconsin
$106K – – –
SAM
566
S.A. Mason
Michigan
$103K +$18K +164 +21%
OC
567
Oakworth Capital
Alabama
$103K -$7.12K -65 -6%
PCFFS
568
Pacific Center for Financial Services
California
$101K +$101K +920 New
CCMI
569
Creative Capital Management Investments
California
$100K – – –
SCA
570
Stonebridge Capital Advisors
Minnesota
$90.9K – – –
ANBT
571
American National Bank & Trust
Texas
$90K – – –
CWP
572
Concord Wealth Partners
Virginia
$89.9K – – –
PPWM
573
PFG Private Wealth Management
Florida
$89.2K +$3.07K +28 +4%
ADL
574
Asset Dedication LLC
California
$88K – – –
GWSG
575
GPS Wealth Strategies Group
Colorado
$85.7K +$85.7K +782 New
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