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DTE Energy
DTE

Overview Fund Activity

729 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, 278 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.5%
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
278
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.85B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$223M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.92B
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$460M
5
Ameriprise
Ameriprise
Minnesota
$485M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.65M
2
Millennium Management
Millennium Management
New York
$105M
3
ZP
Zimmer Partners
New York
$95M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$224M
5
ECM
ExodusPoint Capital Management
New York
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
701
Eagle Bay Advisors
New York
$4.07K – – –
KFP
702
KB Financial Partners
New Jersey
$3K – – –
RWM
703
Ruedi Wealth Management
Illinois
$2.86K – – –
HCM
704
Hollencrest Capital Management
California
$2.75K – – –
BAAM
705
Baker Avenue Asset Management
California
$2.42K -$3.63K -33 -60%
FMP
706
Financial Management Professionals
Texas
$2K – – –
AW
707
Avion Wealth
Texas
$2K +$2K +24 New
CPG
708
Cornerstone Planning Group
New Jersey
$1.98K +$1.98K +18 New
CWA
709
Clearview Wealth Advisors
Oregon
$1.82K +$107 +1 +6%
CWC
710
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
711
Trifecta Capital Advisors
Illinois
$1.54K – – –
AWM
712
Abound Wealth Management
Tennessee
$1.54K +$220 +2 +17%
MTIC
713
Missouri Trust & Investment Company
Missouri
$1.54K +$1.54K +14 New
TFM
714
TFC Financial Management
Massachusetts
$1.43K +$550 +5 +63%
JFA
715
JNBA Financial Advisors
Minnesota
$1.32K – – –
DI
716
Disciplined Investments
Oklahoma
$1.32K +$330 +3 +33%
TC
717
Truvestments Capital
Florida
$1.21K – – –
AP
718
Arlington Partners
Alabama
$1.1K – – –
TFA
719
Transamerica Financial Advisors
Florida
$1K – – –
BG
720
Bollard Group
Massachusetts
$1K +$1K +10 New
CTWM
721
Cherry Tree Wealth Management
Minnesota
$991 +$991 +9 New
FWM
722
Focused Wealth Management
New York
$696 -$52.3K -451 -99%
GFPC
723
Global Financial Private Client
Florida
$556 – – –
GJIA
724
Glass Jacobson Investment Advisors
Maryland
$441 +$441 +4 New
TWD
725
True Wealth Design
Ohio
$331 -$16.6K -150 -98%
27 28
29
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