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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 %
DF
726
Dunhill Financial
United Kingdom
$1.33K +$1.33K +12 New
S
727
Sachetta
Massachusetts
$1.33K +$1.33K +12 New
AWM
728
Abound Wealth Management
Tennessee
$1.32K -$441 -4 -25%
JFA
729
JNBA Financial Advisors
Minnesota
$1.32K – – –
TC
730
Truvestments Capital
Florida
$1.21K – – –
AAP
731
Arax Advisory Partners
Colorado
$1.1K -$5.41K -49 -83%
AT
732
Arlington Trust
Alabama
$1.1K +$1.1K +10 New
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +9 New
TFA
734
Transamerica Financial Advisors
Florida
$1K -$6K -6 -86%
CTWM
735
Cherry Tree Wealth Management
Minnesota
$993 – – –
VWA
736
Valued Wealth Advisors
Utah
$903 +$903 +9 New
DPW
737
DiNuzzo Private Wealth
Pennsylvania
$883 +$883 +8 New
QC
738
Quent Capital
New York
$882 -$3.97K -36 -82%
FWM
739
Focused Wealth Management
New York
$710 – – –
FGAM
740
Financial Gravity Asset Management
Texas
$631 +$316 +3 +100%
CJ
741
Caitlin John
Michigan
$561 +$561 +5 New
ACA
742
Atlas Capital Advisors
Wyoming
$551 -$5.73K -52 -91%
GFPC
743
Global Financial Private Client
Florida
$551 – – –
WA
744
WestEnd Advisors
North Carolina
$331 -$221 -2 -40%
TWD
745
True Wealth Design
Ohio
$331 – – –
Kayne Anderson Rudnick Investment Management
746
Kayne Anderson Rudnick Investment Management
California
$331 +$331 +3 New
EWM
747
Evermay Wealth Management
Virginia
$331 +$331 +3 New
First Manhattan
748
First Manhattan
New York
$110 +$110 +1 New
DWM
749
Dogwood Wealth Management
Kansas
$3 – – –
ZP
750
Zimmer Partners
New York
– -$37.8M -381,200 Closed
28 29
30
31 32