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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
WJWM
426
Williams Jones Wealth Management
New York
$578K
LJAC
427
L.J. Altfest & Co
New York
$576K -$341K -2,761 -37%
VWM
428
Venturi Wealth Management
Texas
$571K +$17K +138 +3%
QIM
429
Quantitative Investment Management
Virginia
$566K +$579K +4,694 New
WMA
430
William Mack & Associates
Michigan
$561K +$573K +4,648 New
VIM
431
Vinva Investment Management
Australia
$554K +$345K +2,800 +156%
CWM
432
Congress Wealth Management
Massachusetts
$548K +$740 +6 +0.1%
FA
433
FSA Advisors
Michigan
$547K -$633K -5,128 -53%
CIC
434
Carnegie Investment Counsel
Ohio
$545K -$3.82K -31 -0.7%
ACM
435
Advance Capital Management
Michigan
$541K +$115K +929 +26%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$540K -$24.4K -198 -4%
SI
437
Stephens Inc
Arkansas
$540K +$114K +923 +26%
MCM
438
MAI Capital Management
Ohio
$540K +$115K +936 +26%
NW
439
NewEdge Wealth
Pennsylvania
$539K +$127K +1,027 +30%
KeyBank National Association
440
KeyBank National Association
Ohio
$535K +$147K +1,194 +37%
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$535K -$242K -1,960 -31%
RCAG
442
Rehmann Capital Advisory Group
Michigan
$534K +$1.48K +12 +0.3%
CC
443
Chicago Capital
Illinois
$527K +$29.6K +240 +6%
WAM
444
WNY Asset Management
New York
$526K
BFG
445
Bleakley Financial Group
New Jersey
$525K +$11.8K +96 +2%
IWC
446
Integrated Wealth Concepts
Massachusetts
$524K +$60.6K +491 +13%
Lido Advisors
447
Lido Advisors
California
$523K +$2.34K +19 +0.4%
CPIG
448
Chicago Partners Investment Group
Illinois
$522K +$198K +1,608 +59%
PGAM
449
Princeton Global Asset Management
New Jersey
$520K
ECM
450
Everence Capital Management
Indiana
$519K -$379K -3,070 -42%

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.