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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
HFAS
401
Hummer Financial Advisory Services
Illinois
$494K -$15.7K -140 -3%
PGAM
402
Princeton Global Asset Management
New Jersey
$491K -$44.7K -400 -8%
KPWS
403
Kestra Private Wealth Services
Texas
$489K +$7.83K +70 +2%
P
404
&Partners
Tennessee
$489K +$492K +4,401 New
RCAG
405
Rehmann Capital Advisory Group
Michigan
$487K +$171K +1,526 +53%
Nomura Holdings
406
Nomura Holdings
Japan
$487K +$491K +4,390 New
WAM
407
WNY Asset Management
New York
$484K +$487K +4,358 New
MLA
408
My Legacy Advisors
Oregon
$481K +$66K +590 +16%
Lido Advisors
409
Lido Advisors
California
$479K -$83.3K -745 -15%
TI
410
Trexquant Investment
Connecticut
$477K -$4.97M -44,426 -91%
CIC
411
Carnegie Investment Counsel
Ohio
$474K +$478K +4,272 New
MWM
412
MGB Wealth Management
Texas
$471K -$224 -2 -0%
GT
413
Glenview Trust
Kentucky
$470K -$24.6K -220 -5%
BCI
414
Brinker Capital Investments
Pennsylvania
$467K +$59.9K +536 +15%
OPS
415
Orion Portfolio Solutions
Nebraska
$467K +$59.9K +536 +15%
BFG
416
Bleakley Financial Group
New Jersey
$466K -$15.3K -137 -3%
SW
417
Simplicity Wealth
New Jersey
$465K -$14.1K -126 -3%
IC
418
IEQ Capital
California
$455K +$52.2K +467 +13%
FA
419
Fiduciary Alliance
South Carolina
$453K -$669K -5,982 -59%
CC
420
Chicago Capital
Illinois
$452K
JCM
421
Jacobi Capital Management
Pennsylvania
$447K +$15.5K +139 +4%
GIA
422
Gladstone Institutional Advisory
Florida
$447K -$3.58K -32 -0.8%
VVP
423
Venture Visionary Partners
Ohio
$446K
OIA
424
OneDigital Investment Advisors
Kansas
$443K +$9.95K +89 +2%
SP
425
Stonebrook Private
Michigan
$439K +$100K +899 +29%

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.