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
MAS
376
Meeder Advisory Services
Ohio
$596K -$99.7K -892 -14%
AWA
377
Acorn Wealth Advisors
Michigan
$588K -$2.35K -21 -0.4%
LPT
378
Legacy Private Trust
Wisconsin
$587K
ISL
379
Ingalls & Snyder LLC
New York
$585K -$11.2K -100 -2%
SC
380
Savant Capital
Illinois
$584K +$19.7K +176 +3%
CWA
381
Centennial Wealth Advisory
Michigan
$580K +$2.68K +24 +0.5%
SIA
382
Schechter Investment Advisors
Michigan
$577K +$581K +5,201 New
FRM
383
Fox Run Management
Connecticut
$577K +$139K +1,247 +32%
SGI
384
Summit Global Investments
Utah
$577K -$110K -987 -16%
EP
385
Edgestream Partners
New Jersey
$576K -$4.36M -39,003 -88%
RAM
386
Readystate Asset Management
Illinois
$564K +$568K +5,079 New
TA
387
Tectonic Advisors
Texas
$557K +$47.1K +421 +9%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$557K +$24.8K +222 +5%
CFFP
389
Center for Financial Planning
Michigan
$549K -$2.79K -25 -0.5%
MC
390
Machina Capital
France
$546K +$274K +2,450 +99%
DADC
391
D.A. Davidson & Co
Montana
$545K +$3.8K +34 +0.7%
LJAC
392
L.J. Altfest & Co
New York
$535K +$539K +4,819 New
HCA
393
Harbor Capital Advisors
Illinois
$533K +$671 +6 +0.1%
WJWM
394
Williams Jones Wealth Management
New York
$531K -$11.2K -100 -2%
VWM
395
Venturi Wealth Management
Texas
$524K +$17.9K +160 +4%
GI
396
GAMMA Investing
California
$522K +$206K +1,840 +64%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$520K -$8.16K -73 -2%
SAG
398
SageView Advisory Group
California
$520K -$160K -1,434 -23%
Focus Partners Wealth
399
Focus Partners Wealth
Massachusetts
$518K +$521K +4,660 New
IMCOOI
400
Investment Management Corp of Ontario (IMCO)
Canada
$515K +$145K +1,300 +39%

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.