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DTE Energy

876 hedge funds and large institutions have $19.3B invested in DTE Energy in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 365 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 72

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

57% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 232

50% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $17.2M

4% more funds holding

Funds holding: 841876 (+35)

0.37% more ownership

Funds ownership: 76.68%77.05% (+0.37%)

5% less capital invested

Capital invested by funds: $20.4B → $19.3B (-$1.1B)

Holders
876
Holders Change
+35
Holders Change %
+4.16%
% of All Funds
11.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
121
Increased
365
Reduced
232
Closed
72
Calls
$25.8M
Puts
$17.2M
Net Calls
+$8.57M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
251
Allianz Asset Management
Germany
$2.21M +$1.58M +12,838 +234%
LI
252
LMCG Investments
Massachusetts
$2.19M -$171K -1,386 -7%
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$2.18M +$891K +7,225 +67%
MML Investors Services
254
MML Investors Services
Massachusetts
$2.15M +$3.95K +32 +0.2%
OPERF
255
Oregon Public Employees Retirement Fund
Oregon
$2.14M -$3.33K -27 -0.2%
1832 Asset Management
256
1832 Asset Management
Ontario, Canada
$2.13M +$508K +4,119 +30%
AI
257
Arvest Investments
Arkansas
$2.1M -$151K -1,224 -7%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$2.09M +$777K +6,301 +57%
HNB
259
Huntington National Bank
Ohio
$2.09M +$181K +1,466 +9%
MSE
260
MUFG Securities EMEA
United Kingdom
$2.05M -$123 -1 -0%
VI
261
Versor Investments
New York
$2.02M -$925K -7,495 -31%
FMWA
262
Forvis Mazars Wealth Advisors
Missouri
$2.02M -$27.9K -226 -1%
SFA
263
Sequoia Financial Advisors
Ohio
$1.98M +$85.2K +691 +4%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$896K +7,261 +81%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$1.95M -$20.7K -168 -1%
I
266
InceptionR
California
$1.89M +$1.93M +15,653 New
LFG
267
Larson Financial Group
Missouri
$1.88M +$322K +2,614 +20%
PAG
268
Private Advisor Group
New Jersey
$1.87M +$71.2K +577 +4%
TRCT
269
Tower Research Capital (TRC)
New York
$1.87M -$397K -3,216 -17%
PA
270
Planning Alternatives
Michigan
$1.86M
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$1.84M
Federated Hermes
272
Federated Hermes
Pennsylvania
$1.82M +$1.63M +13,235 +711%
HAG
273
HighPoint Advisor Group
Illinois
$1.82M +$40.1K +325 +2%
ASN
274
Advisory Services Network
Georgia
$1.77M +$81.2K +658 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77M +$1.81M +14,689 New

DTE Hedge Fund Activity: Q4 2024 in Review

876 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2024, worth a combined $19.3B — down 5.4% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 72 closed out — a net gain of 49 holders — while 365 added to existing stakes and 232 trimmed.

The largest buyer was Capital World Investors, adding an estimated $465M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $580M.

  • 876 institutional investors held DTE Energy (DTE) as of Q4 2024, up from 841 in Q3 2024.
  • Funds reported $19.3B of DTE Energy stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2024 and 72 closed out, a net change of +49 holders.
  • The largest DTE Energy buyer in Q4 2024 was Capital World Investors, an estimated $465M added.
  • The largest DTE Energy seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $580M sold.

Based on aggregated 13F filings for Q4 2024.