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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
1
Morgan Stanley
New York
$505M
2
BC
2
Brookfield Corp
Ontario, Canada
$114M
3
Boston Partners
3
Boston Partners
Massachusetts
$280M
4
SCP
4
Soroban Capital Partners
New York
$79.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$127M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$670M
2
BlackRock
2
BlackRock
New York
$1.91B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$136M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$32M
5
ZP
5
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
701
Institutional & Family Asset Management
Colorado
$5.4K +$551 +5 +11%
AFG
702
Albion Financial Group
Utah
$5.18K – – –
VAMG
703
Voisard Asset Management Group
Michigan
$5.18K +$5.18K +47 New
BGAI
704
Bruce G. Allen Investments
Colorado
$4.96K +$4.96K +45 New
HIA
705
Harbor Investment Advisory
Maryland
$4.3K – – –
TFM
706
TFC Financial Management
Massachusetts
$4.19K +$3.31K +30 +375%
BIA
707
Bell Investment Advisors
California
$4.08K +$662 +6 +19%
RCM
708
Raleigh Capital Management
North Carolina
$3.97K +$3.97K +36 New
RFG
709
RFP Financial Group
Georgia
$3.42K +$3.42K +31 New
CAL
710
Capital Advisors Ltd
Ohio
$3K -$521K -4,341 -99%
VNA
711
Valley National Advisers
Pennsylvania
$3K – – –
RWM
712
Ruedi Wealth Management
Illinois
$2.87K – – –
HCM
713
Hollencrest Capital Management
California
$2.76K – – –
MSWM
714
McGlone Suttner Wealth Management
Wisconsin
$2.76K +$2.76K +25 New
LF
715
Lee Financial
Texas
$2.34K +$2.34K +21 New
JWA
716
JFS Wealth Advisors
Pennsylvania
$2.32K +$441 +4 +24%
EBA
717
Eagle Bay Advisors
New York
$2.32K -$1.76K -16 -43%
FMP
718
Financial Management Professionals
Texas
$2K – – –
AW
719
Avion Wealth
Texas
$2K +$750 +6 +60%
CWC
720
Carolinas Wealth Consulting
North Carolina
$1.56K – – –
CPG
721
Cornerstone Planning Group
New Jersey
$1.54K -$331 -3 -18%
MTIC
722
Missouri Trust & Investment Company
Missouri
$1.54K – – –
TCA
723
Trifecta Capital Advisors
Illinois
$1.54K – – –
TCWA
724
Turtle Creek Wealth Advisors
Texas
$1.54K +$1.54K +14 New
PPC
725
Park Place Capital
Alabama
$1.43K -$20.4K -185 -93%
27 28
29
30 31