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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
WAM
626
WFA Asset Management
Wisconsin
$37.7K +$334 +3 +0.9%
CHA
627
Carmichael Hill & Associates
Maryland
$37.1K
FFA
628
Farther Finance Advisors
California
$36.1K +$23.5K +211 +180%
OSNBOA
629
Old Second National Bank of Aurora
Illinois
$33K
AF
630
Arrow Financial
New York
$31.4K
SSG
631
Summit Securities Group
New York
$30K -$12.1K -109 -29%
RI
632
Ridgewood Investments
New Jersey
$30K -$7.58K -68 -20%
MCM
633
McMillion Capital Management
North Carolina
$29.4K +$29.8K +267 New
CSC
634
Caldwell Sutter Capital
California
$29.2K +$11.1K +100 +61%
BCMIO
635
Beacon Capital Management Inc (Ohio)
Ohio
$28.6K
CSB
636
City State Bank
Iowa
$28K
FDCC
637
Foster Dykema Cabot & Co
Massachusetts
$28K
SF
638
Safeguard Financial
Wisconsin
$28K +$29.3K +263 New
QC
639
Quent Capital
New York
$26.1K +$5.24K +47 +25%
TFGT
640
TS Financial Group (TSFG)
Illinois
$26K +$223 +2 +0.8%
FFC
641
First Financial Corp
Indiana
$25.9K
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K
TF
643
TimeScale Financial
Massachusetts
$23.8K +$111 +1 +0.5%
FCA
644
FinTrust Capital Advisors
South Carolina
$23.5K
GWMIA
645
Global Wealth Management Investment Advisory
Florida
$23.3K +$23.6K +212 New
MWM
646
Mascoma Wealth Management
New Hampshire
$23.1K
CTA
647
Colonial Trust Advisors
South Carolina
$22.6K
CFS
648
CGC Financial Services
Oregon
$22.1K +$22.4K +201 New
HCM
649
Highlander Capital Management
New Jersey
$22K
PPC
650
Park Place Capital
Alabama
$21.8K

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.