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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 %
WOC
676
West Oak Capital
California
$13K – – –
OA
677
Operose Advisors
Wisconsin
$12.9K – – –
CAL
678
Capital Analysts LLC
Pennsylvania
$12K – – –
SIC
679
Salem Investment Counselors
North Carolina
$11.9K – – –
CFB
680
Cullen/Frost Bankers
Texas
$11.2K -$66.2K -600 -85%
CFS
681
CGC Financial Services
Oregon
$11.1K – – –
USB
682
Union Savings Bank
Connecticut
$11K – – –
DJSG
683
D.J. St. Germain
Massachusetts
$11K – – –
AAG
684
Armstrong Advisory Group
Massachusetts
$11K – – –
HSA
685
Hussman Strategic Advisors
Maryland
$11K – – –
BWL
686
Bogart Wealth LLC
Virginia
$11K +$11K +100 New
GKIM
687
GW&K Investment Management
Massachusetts
$11K +$3.41K +31 +45%
M
688
MOTCO
Texas
$10.5K – – –
Jones Financial Companies
689
Jones Financial Companies
Missouri
$9.48K +$3.42K +31 +56%
MCM
690
Manchester Capital Management
Vermont
$9.26K +$3.86K +35 +71%
WPA
691
West Paces Advisors
Georgia
$8.82K -$2.21K -20 -20%
WTC
692
WhitTier Trust Company
Nevada
$8.6K +$441 +4 +5%
RDFA
693
Ritter Daniher Financial Advisory
Ohio
$7.69K – – –
TCOV
694
Trust Company of Vermont
Vermont
$7.28K -$33.1K -300 -82%
LFA
695
Legend Financial Advisors
Pennsylvania
$7.17K – – –
FFA
696
Frazier Financial Advisors
Ohio
$6.62K +$6.62K +60 New
GA
697
GoalVest Advisory
New York
$6.62K +$6.62K +60 New
JWM
698
Janiczek Wealth Management
Colorado
$6.51K +$6.51K +59 New
PWMG
699
Prestige Wealth Management Group
New Jersey
$6.12K -$3.01K -27 -33%
IRC
700
Investors Research Corp
Georgia
$5.51K – – –
26 27
28
29 30