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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
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$1.37M +$17.5K +142 +1%
ONB
302
Old National Bancorp
Indiana
$1.35M -$24.1K -195 -2%
PAM
303
Paradigm Asset Management
New York
$1.35M +$1.38M +11,200 New
PA
304
Profund Advisors
Maryland
$1.35M -$161K -1,303 -10%
SAM
305
Securian Asset Management
Minnesota
$1.34M -$23.9K -194 -2%
PWM
306
Perigon Wealth Management
California
$1.34M +$176K +1,429 +15%
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$1.34M -$74K -600 -5%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$1.33M -$95.3K -773 -7%
NIM
309
NEOS Investment Management
Connecticut
$1.31M +$307K +2,486 +30%
CAM
310
Cresset Asset Management
Illinois
$1.28M -$666K -5,398 -34%
QCM
311
Qsemble Capital Management
New York
$1.26M +$1.29M +10,463 New
William Blair & Company
312
William Blair & Company
Illinois
$1.24M +$92.6K +751 +8%
BWM
313
Bernard Wealth Management
Michigan
$1.22M +$1.24M +10,089 New
SOAMC
314
Spirit of America Management Corp
New York
$1.21M +$241K +1,950 +24%
PAS
315
Park Avenue Securities
New York
$1.2M +$5.43K +44 +0.4%
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$1.2M -$24.7K -200 -2%
NB
317
Norinchukin Bank
Japan
$1.19M +$130K +1,056 +12%
BMSSC
318
B. Metzler seel. Sohn & Co
Germany
$1.18M
MC
319
Machina Capital
France
$1.18M +$336K +2,727 +39%
DFCM
320
Dark Forest Capital Management
Puerto Rico
$1.16M +$848K +6,878 +256%
RGF
321
Retirement Guys Formula
Ohio
$1.15M +$94K +762 +9%
CB
322
Cadence Bank
Mississippi
$1.15M -$31.2K -253 -3%
M&T Bank
323
M&T Bank
New York
$1.14M +$48.7K +395 +4%
SIA
324
Strategic Investment Advisors
Michigan
$1.13M -$14.2K -115 -1%
ACIM
325
Azimuth Capital Investment Management
Michigan
$1.13M

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.