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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
AWM
601
AllSquare Wealth Management
New York
$58.8K
CA
602
Crewe Advisors
Utah
$56.6K +$557 +5 +1%
BLC
603
Brown, Lisle/Cummings
Rhode Island
$55.9K +$37.1K +333 +190%
LCM
604
Logan Capital Management
Pennsylvania
$55K
SWA
605
SOA Wealth Advisors
New York
$54.2K +$446 +4 +0.8%
LC
606
Lindbrook Capital
California
$53.9K +$13.8K +124 +34%
TFA
607
Toth Financial Advisory
Virginia
$53.8K
SSB
608
Sandy Spring Bank
Maryland
$52.5K +$892 +8 +2%
VSQM
609
V-Square Quantitative Management
Illinois
$50.6K +$51.3K +460 New
TPCW
610
TD Private Client Wealth
New York
$49.6K +$780 +7 +2%
VCM
611
Versant Capital Management
Arizona
$49.5K +$223 +2 +0.4%
CFGS
612
Concourse Financial Group Securities
Alabama
$49.4K +$1.11K +10 +2%
AIM
613
Achmea Investment Management
Netherlands
$49K
DCBT
614
Dakota Community Bank & Trust
North Dakota
$44K
GGI
615
Godsey & Gibb Inc
Virginia
$44K
HWA
616
Heritage Wealth Advisors
Virginia
$44K
RMC
617
Resources Management Corp
Connecticut
$43K -$1.74M -15,602 -98%
SWM
618
Spire Wealth Management
Virginia
$42.2K -$11.3K -101 -21%
DMBA
619
Deseret Mutual Benefit Administrators
Utah
$41.7K
AF
620
Advisornet Financial
Minnesota
$41.4K -$2.45K -22 -6%
TCOV
621
Trust Company of Vermont
Vermont
$40.3K
SN
622
Sittner & Nelson
Oregon
$39.9K
NFSG
623
Newbridge Financial Services Group
Florida
$38.7K +$39.2K +352 New
CB
624
Centennial Bank
Arkansas
$38.5K
FHA
625
First Horizon Advisors
Tennessee
$38.2K -$223 -2 -0.6%

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.