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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
NP
476
NorthRock Partners
Minnesota
$324K -$134K -1,200 -29%
RIS
477
Retirement Income Solutions
Michigan
$323K +$20.7K +185 +7%
P8IP
478
Pier 88 Investment Partners
California
$321K
IWA
479
Icon Wealth Advisors
Texas
$320K -$1.01K -9 -0.3%
QWP
480
Quotient Wealth Partners
Texas
$318K +$321K +2,869 New
BCM
481
Brookstone Capital Management
Illinois
$318K -$10.7K -96 -3%
AssetMark Inc
482
AssetMark Inc
California
$317K -$21.2K -190 -6%
AF
483
Allworth Financial
California
$316K -$422K -3,773 -58%
PCIA
484
Prime Capital Investment Advisors
Kansas
$315K -$15.8K -141 -5%
S
485
SignatureFD
Georgia
$311K +$5.48K +49 +2%
KWM
486
Kaydan Wealth Management
Michigan
$310K
CWS
487
Confluence Wealth Services
Pennsylvania
$308K -$34.8K -311 -10%
EF
488
Empowered Funds
Pennsylvania
$307K +$38.3K +343 +14%
WI
489
Wintrust Investments
Illinois
$306K +$112 +1 +0%
AWM
490
Apollon Wealth Management
South Carolina
$305K +$5.59K +50 +2%
NB
491
NBT Bank
New York
$298K
DZ Bank
492
DZ Bank
Germany
$298K +$192K +1,715 +178%
HWM
493
HB Wealth Management
Georgia
$295K -$8.16K -73 -3%
MFG
494
Merit Financial Group
Georgia
$294K +$7.38K +66 +3%
RBC
495
Romano Brothers & Co
Illinois
$293K
ACA
496
Aptus Capital Advisors
Alabama
$292K +$10.5K +94 +4%
RMCM
497
Reynders McVeigh Capital Management
Massachusetts
$291K -$63.7K -570 -18%
SBIA
498
Sheaff Brock Investment Advisors
Indiana
$289K
PPWM
499
Paragon Private Wealth Management
Kentucky
$287K +$18.2K +163 +7%
FIA
500
Foundations Investment Advisors
Arizona
$286K +$288K +2,580 New

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.