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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
EI
376
Ethic Inc
New York
$784K +$801K +6,490 New
BAM
377
Blueshift Asset Management
New Jersey
$781K +$238K +1,927 +42%
CIA
378
Capital Investment Advisors
Georgia
$775K +$2.59K +21 +0.3%
JF
379
Jump Financial
Illinois
$772K +$45.6K +370 +6%
CBUSF
380
Construction & Building Unions Superannuation Fund
Australia
$761K +$777K +6,300 New
Jones Financial Companies
381
Jones Financial Companies
Missouri
$760K +$326K +2,642 +72%
AC
382
Allstate Corporation
Illinois
$757K +$774K +6,271 New
CF
383
Copperwynd Financial
Arizona
$750K +$20.5K +166 +3%
Assenagon Asset Management
384
Assenagon Asset Management
Luxembourg
$734K -$58.2K -472 -7%
UCFA
385
United Capital Financial Advisors
Texas
$730K +$58.7K +476 +9%
TA
386
TFG Advisers
Michigan
$726K -$3.45K -28 -0.5%
FB
387
Finward Bancorp
Indiana
$725K +$740K +6,000 New
SPA
388
Sherbrooke Park Advisers
New York
$720K -$291K -2,362 -28%
CPWA
389
Cerro Pacific Wealth Advisors
California
$712K -$29.9K -242 -4%
Envestnet Portfolio Solutions
390
Envestnet Portfolio Solutions
Illinois
$707K +$28.7K +233 +4%
KWM
391
Kingsview Wealth Management
Oregon
$704K +$88.3K +716 +14%
NSIM
392
North Star Investment Management
Illinois
$698K +$370 +3 +0.1%
Squarepoint
393
Squarepoint
New York
$698K +$25.3K +205 +4%
LFP
394
Lakeshore Financial Planning
Michigan
$695K +$27.8K +225 +4%
BCI
395
Brinker Capital Investments
Pennsylvania
$693K +$200K +1,618 +39%
OPS
396
Orion Portfolio Solutions
Nebraska
$693K +$200K +1,618 +39%
BAMF
397
BI Asset Management Fondsmaeglerselskab
Denmark
$693K -$1.06M -8,570 -60%
PA
398
Pinnacle Associates
New York
$686K +$13.1K +106 +2%
TMAM
399
Tokio Marine Asset Management
Japan
$684K
CWA
400
Centennial Wealth Advisory
Michigan
$678K +$34.2K +277 +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.