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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 %
FRM
751
Fox Run Management
Connecticut
– -$284K -2,413 Closed
PCIA
752
Prime Capital Investment Advisors
Kansas
– -$283K -2,406 Closed
MPPLM
753
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$272K -2,310 Closed
OLA
754
Oliver Luxxe Assets
New Jersey
– -$267K -2,274 Closed
TC
755
Trilogy Capital
California
– -$260K -2,210 Closed
CCA
756
Checchi Capital Advisers
California
– -$243K -2,070 Closed
PAS
757
Park Avenue Securities
New York
– -$240K -2,044 Closed
CCIA
758
Campbell & Co Investment Adviser
Maryland
– -$238K -2,024 Closed
NP
759
NorthRock Partners
Minnesota
– -$231K -1,965 Closed
O
760
Ossiam
France
– -$230K -1,953 Closed
ISWM
761
Independent Solutions Wealth Management
New York
– -$228K -1,943 Closed
GWP
762
Gateway Wealth Partners
Wisconsin
– -$223K -1,901 Closed
FTC
763
Farmers Trust Company
Ohio
– -$220K -1,872 Closed
PNC
764
Park National Corp
Ohio
– -$216K -1,842 Closed
CT
765
Coastline Trust
Rhode Island
– -$212K -1,800 Closed
REMPR
766
Roof Eidam Maycock Peralta (REMP)
California
– -$210K -1,783 Closed
FA
767
Fermata Advisors
California
– -$208K -1,774 Closed
TNBTD
768
Trustmark National Bank Trust Department
Mississippi
– -$207K -1,757 Closed
AA
769
Advisory Alpha
Michigan
– -$206K -1,753 Closed
EFS
770
Essex Financial Services
Connecticut
– -$204K -1,743 Closed
PFM
771
Patton Fund Management
Texas
– -$203K -1,730 Closed
OIA
772
OneDigital Investment Advisors
Kansas
– -$203K -1,729 Closed
RIL
773
Rothschild Investment LLC
Illinois
– -$203K -1,724 Closed
AIA
774
Affinity Investment Advisors
California
– -$202K -1,720 Closed
NRS
775
Neville Rodie & Shaw
New York
– -$200K -1,701 Closed
29 30
31
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