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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
DWA
701
Delos Wealth Advisors
Texas
$4.4K
PWMG
702
Prestige Wealth Management Group
New Jersey
$4.11K +$2.01K +18 +95%
EBA
703
Eagle Bay Advisors
New York
$4.07K
KFP
704
KB Financial Partners
New Jersey
$3K
RWM
705
Ruedi Wealth Management
Illinois
$2.86K
HCM
706
Hollencrest Capital Management
California
$2.75K
BAAM
707
Baker Avenue Asset Management
California
$2.42K -$3.68K -33 -60%
FMP
708
Financial Management Professionals
Texas
$2K
AW
709
Avion Wealth
Texas
$2K +$2.67K +24 New
CPG
710
Cornerstone Planning Group
New Jersey
$1.98K +$2.01K +18 New
CWA
711
Clearview Wealth Advisors
Oregon
$1.82K +$111 +1 +6%
CWC
712
Carolinas Wealth Consulting
North Carolina
$1.55K
TCA
713
Trifecta Capital Advisors
Illinois
$1.54K
AWM
714
Abound Wealth Management
Tennessee
$1.54K +$223 +2 +17%
MTIC
715
Missouri Trust & Investment Company
Missouri
$1.54K +$1.56K +14 New
TFM
716
TFC Financial Management
Massachusetts
$1.43K +$557 +5 +63%
JFA
717
JNBA Financial Advisors
Minnesota
$1.32K
DI
718
Disciplined Investments
Oklahoma
$1.32K +$334 +3 +33%
TC
719
Truvestments Capital
Florida
$1.21K
AP
720
Arlington Partners
Alabama
$1.1K
TFA
721
Transamerica Financial Advisors
Florida
$1K
BG
722
Bollard Group
Massachusetts
$1K +$1.11K +10 New
CTWM
723
Cherry Tree Wealth Management
Minnesota
$991 +$1K +9 New
FWM
724
Focused Wealth Management
New York
$696 -$50.3K -451 -99%
GFPC
725
Global Financial Private Client
Florida
$556

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.