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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 %
RWM
701
Ruedi Wealth Management
Illinois
$2.85K – – –
HCM
702
Hollencrest Capital Management
California
$2.74K – – –
LF
703
Lee Financial
Texas
$2.21K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$2.13K -$9.42K -84 -82%
SC
705
Schubert & Co
Texas
$2.08K -$110 -1 -5%
FMP
706
Financial Management Professionals
Texas
$2K +$762 +8 +62%
CWA
707
Clearview Wealth Advisors
Oregon
$1.81K – – –
CWC
708
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
709
Trifecta Capital Advisors
Illinois
$1.53K – – –
JFA
710
JNBA Financial Advisors
Minnesota
$1.32K – – –
AWM
711
Abound Wealth Management
Tennessee
$1.32K – – –
TC
712
Truvestments Capital
Florida
$1.21K – – –
AP
713
Arlington Partners
Alabama
$1.1K +$1.1K +10 New
PCM
714
Penserra Capital Management
California
$1K -$3.05M -30,524 -100%
TFA
715
Transamerica Financial Advisors
Florida
$1K -$250 -2 -20%
DI
716
Disciplined Investments
Oklahoma
$986 -$438 -4 -31%
TFM
717
TFC Financial Management
Massachusetts
$877 – – –
GFPC
718
Global Financial Private Client
Florida
$545 – – –
NSG
719
Nalls Sherbakoff Group
Tennessee
$544 +$544 +5 New
ECM
720
Everence Capital Management
Indiana
$457 – – –
CAC
721
Core Alternative Capital
Georgia
$438 -$657 -6 -60%
WA
722
WestEnd Advisors
North Carolina
$438 -$470 -4 Closed
FGAM
723
Financial Gravity Asset Management
Texas
$335 -$24 -8 -7%
TC
724
TwinBeech Capital
New York
– -$31.2M -265,815 Closed
TC
725
Teilinger Capital
Texas
– -$19.9M -169,700 Closed
27 28
29
30 31