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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
CCM
476
Coldstream Capital Management
Washington
$461K -$19.9K -161 -4%
AWA
477
Arbor Wealth Advisors
Michigan
$460K
CIMLRA
478
CBRE Investment Management Listed Real Assets
Pennsylvania
$459K -$361K -2,925 -43%
FA
479
Fiduciary Alliance
South Carolina
$453K -$48.2K -391 -9%
VI
480
Vestcor Inc
New Brunswick, Canada
$447K -$384K -3,110 -46%
HWM
481
HB Wealth Management
Georgia
$446K +$116K +940 +34%
SIC
482
SJS Investment Consulting
Ohio
$443K
SSA
483
Schonfeld Strategic Advisors
New York
$440K -$42.4K -344 -9%
GAM
484
GEM Asset Management
Michigan
$437K -$863 -7 -0.2%
SDIC
485
South Dakota Investment Council
South Dakota
$435K +$444K +3,600 New
AssetMark Inc
486
AssetMark Inc
California
$427K +$47K +381 +12%
WSC
487
Wellington Shields & Co
New York
$423K
SAW
488
Signal Advisors Wealth
Michigan
$419K +$101K +818 +32%
KRSITF
489
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$416K +$16.3K +132 +2%
EP
490
Edgestream Partners
New Jersey
$407K -$1.02M -8,267 -71%
SFG
491
Sovereign Financial Group
Connecticut
$404K -$2.47K -20 -0.6%
CG
492
Caprock Group
Idaho
$403K +$112K +906 +38%
GFA
493
Gallagher Fiduciary Advisors
Illinois
$402K +$65.6K +532 +19%
EF
494
Empowered Funds
Pennsylvania
$398K +$32.9K +267 +9%
MBT
495
Montecito Bank & Trust
California
$396K -$54.6K -443 -12%
CAG
496
Csenge Advisory Group
Florida
$395K -$19.2K -156 -5%
Aviva
497
Aviva
United Kingdom
$395K
SG
498
Straightline Group
Michigan
$391K +$399K +3,238 New
ONSWM
499
Old North State Wealth Management
North Carolina
$391K +$59K +478 +17%
RAM
500
Ramirez Asset Management
New York
$391K

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.