DTE icon

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 %
MLA
651
MB, Levis & Associates
Pennsylvania
$18K – – –
C
652
Covestor
United Kingdom
$17K +$650 +6 +4%
TWD
653
True Wealth Design
Ohio
$16.8K +$16.4K +150 +5,000%
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$16.5K – – –
KTC
655
Kistler-Tiffany Companies
Pennsylvania
$16.4K – – –
MCM
656
MV Capital Management
Maryland
$15.7K -$4.16K -38 -21%
DIP
657
DT Investment Partners
Pennsylvania
$15.6K – – –
RA
658
Rise Advisors
New York
$15.4K +$218 +2 +1%
QL
659
Quarry LP
New York
$15K -$10.4K -95 -41%
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$14.8K – – –
EWA
661
EverSource Wealth Advisors
Alabama
$14.1K -$548 -5 -4%
SIS
662
Strategic Investment Solutions
Illinois
$12.8K +$12.8K +117 New
FFA
663
Farther Finance Advisors
California
$12.8K +$2.96K +27 +30%
WOC
664
West Oak Capital
California
$12.6K – – –
DAC
665
Dividend Assets Capital
South Carolina
$12K – – –
CAL
666
Capital Analysts LLC
Pennsylvania
$12K – – –
SWA
667
Sutton Wealth Advisors
Florida
$11.8K – – –
SIC
668
Salem Investment Counselors
North Carolina
$11.8K – – –
ACA
669
Atlas Capital Advisors
Wyoming
$11.1K -$4.27K -39 -28%
WPA
670
West Paces Advisors
Georgia
$11K – – –
AAG
671
Armstrong Advisory Group
Massachusetts
$11K – – –
HSA
672
Hussman Strategic Advisors
Maryland
$11K – – –
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +100 New
WWP
674
WR Wealth Planners
Missouri
$11K +$11K +100 New
AIP
675
Ahrens Investment Partners
Louisiana
$11K +$11K +100 New
25 26
27
28 29