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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$405K +$36.3K +301 +11%
EWA
477
EP Wealth Advisors
California
$404K +$161K +1,336 +74%
BWM
478
Brown Wealth Management
Illinois
$404K +$4.94K +41 +1%
FWM
479
Foguth Wealth Management
Michigan
$402K +$90.1K +747 +30%
FGA
480
Fortis Group Advisors
New Jersey
$400K
Lazard Asset Management
481
Lazard Asset Management
New York
$398K
FT
482
Fiduciary Trust
Massachusetts
$397K +$1.45K +12 +0.4%
BWG
483
Balanced Wealth Group
Ohio
$396K +$241 +2 +0.1%
CFCI
484
Comprehensive Financial Consultants Institutional
Indiana
$396K
PWMG
485
Pinnacle Wealth Management Group
Michigan
$395K +$2.65K +22 +0.7%
SC
486
Syon Capital
California
$392K -$8.92K -74 -2%
BCM
487
Brookstone Capital Management
Illinois
$390K +$39.1K +324 +12%
EF
488
Empowered Funds
Pennsylvania
$389K +$31.1K +258 +9%
IC
489
Inscription Capital
Texas
$385K
PAM
490
Palisade Asset Management
Minnesota
$385K
AIM
491
Aquila Investment Management
New York
$385K +$362K +3,000 New
RIS
492
Retirement Income Solutions
Michigan
$380K +$5.43K +45 +2%
BTWM
493
Baker Tilly Wealth Management
Wisconsin
$374K +$76.7K +636 +28%
P8IP
494
Pier 88 Investment Partners
California
$372K
S
495
SignatureFD
Georgia
$371K +$10.4K +86 +3%
PPWM
496
Paragon Private Wealth Management
Kentucky
$366K +$32.2K +267 +10%
GFA
497
Gallagher Fiduciary Advisors
Illinois
$359K +$101K +839 +43%
KWM
498
Kaydan Wealth Management
Michigan
$359K
CWS
499
Confluence Wealth Services
Pennsylvania
$356K -$1.08K -9 -0.3%
ONSWM
500
Old North State Wealth Management
North Carolina
$354K +$114K +947 +52%

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.