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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
HW
276
Hancock Whitney
Mississippi
$1.74M +$192K +1,557 +12%
PMFA
277
Plante Moran Financial Advisors
Michigan
$1.74M +$39.6K +321 +2%
Kayne Anderson Rudnick Investment Management
278
Kayne Anderson Rudnick Investment Management
California
$1.72M +$93.7K +760 +6%
KRS
279
Kentucky Retirement Systems
Kentucky
$1.72M -$24.2K -196 -1%
FB
280
Fulton Bank
Pennsylvania
$1.68M -$138K -1,115 -7%
AAS
281
Avantax Advisory Services
Texas
$1.68M +$273K +2,211 +19%
HWAM
282
Hennion & Walsh Asset Management
New Jersey
$1.62M +$64.3K +521 +4%
MWM
283
Modern Wealth Management
Kansas
$1.57M +$14.3K +116 +0.9%
AG
284
Ascent Group
Virginia
$1.56M -$11.2K -91 -0.7%
AIP
285
Ameritas Investment Partners
Nebraska
$1.53M -$25.9K -210 -2%
HIMCH
286
Hartford Investment Management Co (HIMCO)
Connecticut
$1.53M -$44.2K -358 -3%
SCM
287
Sterling Capital Management
North Carolina
$1.53M +$543K +4,400 +53%
Royal London Asset Management
288
Royal London Asset Management
United Kingdom
$1.51M +$1.27M +10,288 +458%
WP
289
Woodline Partners
California
$1.5M +$1.53M +12,437 New
SWM
290
Sculati Wealth Management
Michigan
$1.49M
FAB
291
First American Bank
Illinois
$1.48M -$9.87K -80 -0.7%
P
292
&Partners
Tennessee
$1.47M +$726K +5,884 +95%
Truist Financial
293
Truist Financial
North Carolina
$1.45M +$29.6K +240 +2%
IIM
294
INTECH Investment Management
Florida
$1.44M -$2.04M -16,574 -58%
CAM
295
Columbia Asset Management
Michigan
$1.43M -$33.7K -273 -2%
MHI
296
Miller Howard Investments
New York
$1.43M +$19.1K +155 +1%
IAIM
297
International Assets Investment Management
Florida
$1.4M +$1.43M +11,564 New
PA
298
Procyon Advisors
Connecticut
$1.39M +$75.7K +614 +6%
AI
299
Atria Investments
North Carolina
$1.37M +$39.7K +322 +3%
AWM
300
Axxcess Wealth Management
California
$1.37M +$63.8K +517 +5%

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.