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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
Federated Hermes
576
Federated Hermes
Pennsylvania
$98.8K -$140K -1,256 -58%
IPW
577
Impact Partnership Wealth
Georgia
$94.1K +$95.3K +855 New
SCA
578
Stonebridge Capital Advisors
Minnesota
$91.3K
ANBT
579
American National Bank & Trust
Texas
$90.4K
CWP
580
Concord Wealth Partners
Virginia
$90.3K
PPWM
581
PFG Private Wealth Management
Florida
$90K +$446 +4 +0.5%
ADL
582
Asset Dedication LLC
California
$88K
WTA
583
Washington Trust Advisors
Massachusetts
$84.6K -$38.2K -343 -31%
PTC
584
Private Trust Company
Ohio
$81.9K
DSC
585
Duncker Streett & Co
Missouri
$81.7K
EIM
586
Essex Investment Management
Massachusetts
$80.9K
WPWM
587
Western Pacific Wealth Management
Illinois
$80.2K
BBHC
588
Brown Brothers Harriman & Co
New York
$75.6K -$7.36K -66 -9%
Loomis, Sayles & Company
589
Loomis, Sayles & Company
Massachusetts
$75K +$39.3K +353 +109%
SIS
590
Sound Income Strategies
Florida
$72.8K
UCB
591
United Community Bank
South Carolina
$71.2K +$14.5K +130 +25%
GRP
592
Global Retirement Partners
California
$70.7K +$1.23K +11 +2%
UB
593
UMB Bank
Missouri
$70.1K
AWM
594
Atticus Wealth Management
Florida
$69.9K
PFBT
595
Parkside Financial Bank & Trust
Missouri
$67.7K +$1.23K +11 +2%
TH
596
TCTC Holdings
Texas
$66.5K
AA
597
Alta Advisers
United Kingdom
$66K
CFB
598
Cullen/Frost Bankers
Texas
$66K
GWM
599
Geneos Wealth Management
Colorado
$64.8K +$334 +3 +0.5%
AA
600
Ancora Advisors
Ohio
$60.3K

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.