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DTE Energy
DTE

Overview Fund Activity

750 hedge funds and large institutions have $17.5B invested in DTE Energy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 250 increasing their positions, 246 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+40
Holders Change %
+5.63%
% of All Funds
11%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
111
Increased
250
Reduced
246
Closed
61
Calls
$18.7M
Puts
$25.1M
Net Calls
-$6.32M
Net Calls Change
-$9.97M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$505M
2
BC
Brookfield Corp
Ontario, Canada
$114M
3
Boston Partners
Boston Partners
Massachusetts
$280M
4
SCP
Soroban Capital Partners
New York
$79.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$127M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$670M
2
BlackRock
BlackRock
New York
$1.91B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$32M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
651
Mascoma Wealth Management
New Hampshire
$23.6K – – –
SL
652
Salomon & Ludwin
Virginia
$23.5K – – –
GWMIA
653
Global Wealth Management Investment Advisory
Florida
$23.4K – – –
BCMLT
654
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.9K – – –
CTA
655
Colonial Trust Advisors
South Carolina
$22.9K +$110 +1 +0.5%
RFA
656
Resurgent Financial Advisors
Georgia
$22.9K +$22.9K +208 New
HCM
657
Highlander Capital Management
New Jersey
$22.1K – – –
FCA
658
FinTrust Capital Advisors
South Carolina
$22.1K – – –
PA
659
PSI Advisors
Florida
$20.6K – – –
AGWCA
660
Annis Gardner Whiting Capital Advisors
Florida
$20.3K +$334 +3 +2%
CA
661
Centerpoint Advisors
Massachusetts
$20K – – –
FFO
662
Fortitude Family Office
Arizona
$19.6K +$19.6K +178 New
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K – – –
ST
664
Smithfield Trust
Pennsylvania
$19K – – –
AIM
665
Anchor Investment Management
South Carolina
$18.6K – – –
MLA
666
MB, Levis & Associates
Pennsylvania
$18.1K – – –
ZB
667
Zions Bancorporation
Utah
$17.8K +$5.62K +51 +46%
C
668
Covestor
United Kingdom
$17K +$444 +4 +3%
IGWM
669
ICA Group Wealth Management
Colorado
$16.5K +$16.5K +150 New
RA
670
Rise Advisors
New York
$15.9K +$111 +1 +0.7%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$15.4K – – –
CFO
672
CVA Family Office
Colorado
$15.4K +$15.4K +140 New
EWA
673
EverSource Wealth Advisors
Alabama
$15K -$5.73K -52 -28%
DIP
674
DT Investment Partners
Pennsylvania
$14.4K – – –
SIS
675
Strategic Investment Solutions
Illinois
$13.2K +$13.2K +120 New
25 26
27
28 29