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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
PFS
451
Prospera Financial Services
Texas
$516K +$527K +4,274 New
SAG
452
SageView Advisory Group
California
$515K +$60.1K +487 +13%
BBVA
453
Banco Bilbao Vizcaya Argentaria
Spain
$515K -$270K -2,192 -34%
HFAS
454
Hummer Financial Advisory Services
Illinois
$514K -$24.7K -200 -5%
CAAS
455
Capital Asset Advisory Services
Michigan
$512K +$65.6K +532 +14%
JCM
456
Jacobi Capital Management
Pennsylvania
$511K +$3.45K +28 +0.7%
MWM
457
MGB Wealth Management
Texas
$501K
CIS
458
Capital International Sarl
California
$500K +$510K +4,138 New
HCM
459
Huber Capital Management
California
$493K -$247K -2,002 -33%
GIA
460
Gladstone Institutional Advisory
Florida
$490K +$4.32K +35 +0.9%
CTC
461
Central Trust Company
Missouri
$489K +$61.6K +499 +14%
FWM
462
Foguth Wealth Management
Michigan
$488K +$111K +898 +28%
VVP
463
Venture Visionary Partners
Ohio
$487K
SPIA
464
Steward Partners Investment Advisory
New York
$487K +$299K +2,426 +151%
MLA
465
My Legacy Advisors
Oregon
$487K +$40.3K +327 +9%
Wolverine Trading
466
Wolverine Trading
Illinois
$478K +$489K +3,963 New
GT
467
Glenview Trust
Kentucky
$476K -$18.5K -150 -4%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$467K +$71.2K +577 +18%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$466K -$10.6K -86 -2%
SP
470
Stonebrook Private
Michigan
$465K +$1.11K +9 +0.2%
HI
471
Harbour Investments
Wisconsin
$464K +$987 +8 +0.2%
SC
472
Stephens Consulting
Michigan
$464K
OIA
473
OneDigital Investment Advisors
Kansas
$464K -$64.4K -522 -12%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$462K
SAM
475
Secure Asset Management
Michigan
$462K +$16.3K +132 +4%

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.