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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
Lazard Asset Management
401
Lazard Asset Management
New York
$669K +$301K +2,444 +79%
EWM
402
EPG Wealth Management
Georgia
$668K +$8.51K +69 +1%
OAM
403
Oppenheimer Asset Management
New York
$668K -$26.8K -217 -4%
GT
404
Greenleaf Trust
Michigan
$664K +$28.6K +232 +4%
ECA
405
Elevated Capital Advisors
Utah
$661K -$6.29K -51 -0.9%
MYLI
406
Meiji Yasuda Life Insurance
Japan
$660K +$189K +1,530 +39%
TA
407
Tectonic Advisors
Texas
$660K +$27.1K +220 +4%
PPW
408
Parcion Private Wealth
Washington
$660K
HNB
409
Hilltop National Bank
Wyoming
$651K -$3.45K -28 -0.5%
MAS
410
Meeder Advisory Services
Ohio
$645K -$29.4K -238 -4%
SIA
411
Schechter Investment Advisors
Michigan
$639K +$9.5K +77 +1%
LPT
412
Legacy Private Trust
Wisconsin
$639K
ISL
413
Ingalls & Snyder LLC
New York
$632K
PA
414
PharVision Advisers
Florida
$629K +$642K +5,208 New
SHFA
415
SS&H Financial Advisors
Michigan
$622K -$92.5K -750 -13%
MFG
416
Merit Financial Group
Georgia
$621K +$410K +3,322 +182%
MFIM
417
Mesirow Financial Investment Management
Illinois
$618K -$5.8K -47 -0.9%
AWA
418
Acorn Wealth Advisors
Michigan
$615K -$29.5K -239 -4%
CFGS
419
Concourse Financial Group Securities
Alabama
$614K -$16.4K -133 -3%
DADC
420
D.A. Davidson & Co
Montana
$597K -$11.5K -93 -2%
HCA
421
Harbor Capital Advisors
Illinois
$597K +$14.9K +121 +3%
CFFP
422
Center for Financial Planning
Michigan
$594K -$51.1K -414 -8%
Jane Street
423
Jane Street
New York
$592K -$14.8M -120,227 -96%
YIH
424
Y-Intercept (HK)
Hong Kong
$591K +$603K +4,892 New
Twin Tree Management
425
Twin Tree Management
Texas
$586K +$599K +4,854 New

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.