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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
AAG
676
Armstrong Advisory Group
Massachusetts
$11K
HSA
677
Hussman Strategic Advisors
Maryland
$11K
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
WPA
679
West Paces Advisors
Georgia
$11K
WWP
680
WR Wealth Planners
Missouri
$11K
DJSG
681
D.J. St. Germain
Massachusetts
$11K +$11.1K +100 New
PFG
682
Piershale Financial Group
Illinois
$9.46K
CFO
683
CVA Family Office
Colorado
$8.25K +$557 +5 +7%
WTC
684
WhitTier Trust Company
Nevada
$8.14K
GKIM
685
GW&K Investment Management
Massachusetts
$8K +$8.25K +74 New
RDFA
686
Ritter Daniher Financial Advisory
Ohio
$7.68K
BWM
687
BerganKDV Wealth Management
Minnesota
$7.37K -$23.9K -214 -76%
BIA
688
Bell Investment Advisors
California
$7.15K -$446 -4 -6%
LFA
689
Legend Financial Advisors
Pennsylvania
$7.15K
HIA
690
Harbor Investment Advisory
Maryland
$6.49K
AAP
691
Arax Advisory Partners
Colorado
$6.45K -$892 -8 -12%
ACA
692
Atlas Capital Advisors
Wyoming
$6.27K -$4.9K -44 -44%
CAS
693
Coppell Advisory Solutions
Texas
$6.17K +$6.24K +56 New
YAL
694
Your Advocates Ltd
Texas
$5.83K
IRC
695
Investors Research Corp
Georgia
$5.5K
MCM
696
Manchester Capital Management
Vermont
$5.39K +$2.45K +22 +81%
AFG
697
Albion Financial Group
Utah
$5.17K
IFAM
698
Institutional & Family Asset Management
Colorado
$4.84K -$557 -5 -10%
WIM
699
Westside Investment Management
California
$4.84K
JWA
700
JFS Wealth Advisors
Pennsylvania
$4.51K +$334 +3 +8%

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.