We are live on ! Find out more
DTE icon

DTE Energy

799 hedge funds and large institutions have $17.7B invested in DTE Energy in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 308 increasing their positions, 258 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $21.1M

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

19% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 258

2% more funds holding

Funds holding: 786799 (+13)

0.14% more ownership

Funds ownership: 76.82%76.96% (+0.14%)

1% less capital invested

Capital invested by funds: $17.8B → $17.7B (-$131M)

Holders
799
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
11.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
308
Reduced
258
Closed
57
Calls
$40.3M
Puts
$21.1M
Net Calls
+$19.2M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Probity Advisors
Texas
$707K -$8.83K -79 -1%
AEPWM
352
Atlantic Edge Private Wealth Management
Florida
$697K +$18.9K +169 +3%
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$686K -$9.84K -88 -1%
TA
354
TFG Advisers
Michigan
$678K -$21.8K -195 -3%
EWM
355
EPG Wealth Management
Georgia
$677K -$682K -6,101 Closed
Squarepoint
356
Squarepoint
New York
$670K -$18.7M -167,724 -97%
OLVIG
357
Oliver Lagore Vanvalin Investment Group
Michigan
$668K +$178K +1,590 +36%
LMIM
358
Lockheed Martin Investment Management
Maryland
$666K -$458K -4,100 -41%
SHFA
359
SS&H Financial Advisors
Michigan
$654K -$55.9K -500 -8%
PA
360
Pinnacle Associates
New York
$653K -$8.27K -74 -1%
ETC
361
Exchange Traded Concepts
Oklahoma
$652K +$31.2K +279 +5%
CPWA
362
Cerro Pacific Wealth Advisors
California
$643K +$647K +5,790 New
HCM
363
Huber Capital Management
California
$642K -$23.3K -208 -3%
NSIM
364
North Star Investment Management
Illinois
$641K -$22.5K -201 -3%
GT
365
Greenleaf Trust
Michigan
$635K +$3.35K +30 +0.5%
TMAM
366
Tokio Marine Asset Management
Japan
$629K +$34.8K +311 +6%
ECA
367
Elevated Capital Advisors
Utah
$628K +$632K +5,657 New
CFGS
368
Concourse Financial Group Securities
Alabama
$625K +$15.9K +142 +3%
SLAM
369
Swiss Life Asset Management
$624K +$628K +5,620 New
HNB
370
Hilltop National Bank
Wyoming
$620K -$112 -1 -0%
OAM
371
Oppenheimer Asset Management
New York
$609K +$64.4K +576 +12%
LFP
372
Lakeshore Financial Planning
Michigan
$607K +$224 +2 +0%
PPW
373
Parcion Private Wealth
Washington
$607K
UCFA
374
United Capital Financial Advisors
Texas
$604K +$8.72K +78 +1%
KWA
375
Kingswood Wealth Advisors
California
$600K +$9.84K +88 +2%

DTE Hedge Fund Activity: Q2 2024 in Review

799 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2024, worth a combined $17.7B — down 0.73% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DTE positions and 57 closed out — a net gain of 22 holders — while 308 added to existing stakes and 258 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $90.1M. The largest seller was Fidelity Investments, cutting an estimated $88.7M.

  • 799 institutional investors held DTE Energy (DTE) as of Q2 2024, up from 786 in Q1 2024.
  • Funds reported $17.7B of DTE Energy stock for Q2 2024, down 0.73% quarter-over-quarter.
  • 79 funds opened new DTE Energy positions in Q2 2024 and 57 closed out, a net change of +22 holders.
  • The largest DTE Energy buyer in Q2 2024 was Verition Fund Management, an estimated $90.1M added.
  • The largest DTE Energy seller in Q2 2024 was Fidelity Investments, an estimated $88.7M sold.

Based on aggregated 13F filings for Q2 2024.