We are live on ! Find out more
DTE icon

DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
476
Centiva Capital
New York
$325K +$313K +2,898 New
P8IP
477
Pier 88 Investment Partners
California
$325K
RCAG
478
Rehmann Capital Advisory Group
Michigan
$321K -$3.78K -35 -1%
GI
479
GAMMA Investing
California
$321K +$61.8K +573 +25%
LNC
480
Lincoln National Corp
Pennsylvania
$321K +$12.3K +114 +4%
CAG
481
Csenge Advisory Group
Florida
$317K +$23.1K +214 +8%
BCM
482
Brookstone Capital Management
Illinois
$315K +$8.74K +81 +3%
KWM
483
Kaydan Wealth Management
Michigan
$314K
WI
484
Wintrust Investments
Illinois
$309K +$216 +2 +0.1%
S
485
SignatureFD
Georgia
$309K -$18.3K -170 -6%
HWM
486
HB Wealth Management
Georgia
$306K +$8.42K +78 +3%
RIS
487
Retirement Income Solutions
Michigan
$306K -$3.88K -36 -1%
AWM
488
Apollon Wealth Management
South Carolina
$302K +$23.6K +219 +9%
NB
489
NBT Bank
New York
$301K
IWA
490
Icon Wealth Advisors
Texas
$298K +$287K +2,661 New
RBC
491
Romano Brothers & Co
Illinois
$296K
MIA
492
MeadowBrook Investment Advisors
Michigan
$293K
SBIA
493
Sheaff Brock Investment Advisors
Indiana
$292K
MFG
494
Merit Financial Group
Georgia
$292K +$16.6K +154 +6%
SIG
495
Stonegate Investment Group
Alabama
$290K +$279K +2,588 New
SAW
496
Signal Advisors Wealth
Michigan
$288K +$40.7K +377 +17%
C1AG
497
Client 1st Advisory Group
Florida
$285K
ACA
498
Aptus Capital Advisors
Alabama
$285K +$12.8K +119 +5%
FTC
499
Farmers Trust Company
Ohio
$281K +$271K +2,508 New
WCM
500
WealthBridge Capital Management
Ohio
$281K

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.