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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
ATWA
326
Arbor Trust Wealth Advisors
Michigan
$1.12M +$858K +6,952 +305%
TC
327
TownSquare Capital
Utah
$1.12M +$54.2K +439 +5%
PCMH
328
Polymer Capital Management (HK)
Hong Kong
$1.12M +$1.14M +9,259 New
AWS
329
Atria Wealth Solutions
New York
$1.12M -$4.19K -34 -0.4%
Jacobs Levy Equity Management
330
Jacobs Levy Equity Management
New Jersey
$1.11M
HI
331
Horizon Investments
North Carolina
$1.11M +$22.4K +182 +2%
LWL
332
Leo Wealth LLC
Texas
$1.1M +$1.13M +9,138 New
CL
333
Choreo LLC
Illinois
$1.09M +$74.4K +603 +7%
UB
334
UMB Bank
Missouri
$1.08M +$1.04M +8,419 +1,548%
GLR
335
Great Lakes Retirement
Ohio
$1.08M -$15.2K -123 -1%
IAA
336
Independent Advisor Alliance
North Carolina
$1.08M +$66.9K +542 +6%
WBC
337
Westpac Banking Corp
Australia
$1.07M
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M +$1.07M +8,704 New
OAC
339
OMERS Administration Corp
Ontario, Canada
$1.04M +$181K +1,468 +21%
ETC
340
Exchange Traded Concepts
Oklahoma
$1.04M +$33.4K +271 +3%
PCA
341
Peddock Capital Advisors
Massachusetts
$1.02M +$20.6K +167 +2%
LCM
342
Leisure Capital Management
California
$1.02M +$31.5K +255 +3%
DIA
343
Dana Investment Advisors
Wisconsin
$1.01M +$18.1K +147 +2%
IB
344
Intrust Bank
Kansas
$1.01M +$25.5K +207 +3%
OLVIG
345
Oliver Lagore Vanvalin Investment Group
Michigan
$1M +$294K +2,385 +40%
PI
346
PFG Investments
New York
$1M +$987 +8 +0.1%
JIC
347
Johnson Investment Counsel
Ohio
$1M -$1.6K -13 -0.2%
TPA
348
Trivium Point Advisory
Connecticut
$984K +$370 +3 +0%
ICP
349
Impact Capital Partners
Colorado
$975K +$996K +8,075 New
WANY
350
Wealthspire Advisors (New York)
New York
$970K -$129K -1,045 -12%

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.