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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
C1AG
501
Client 1st Advisory Group
Florida
$282K
DT
502
Diversified Trust
Tennessee
$279K +$281K +2,516 New
WCM
503
WealthBridge Capital Management
Ohio
$278K
AWM
504
Affinity Wealth Management
Delaware
$273K
FWM
505
Foguth Wealth Management
Michigan
$273K +$20.5K +183 +8%
DC
506
Davenport & Co
Virginia
$271K +$6.04K +54 +2%
TPI
507
Trust Point Inc
Wisconsin
$270K -$2.57K -23 -0.9%
AA
508
Advisory Alpha
Michigan
$270K +$6.15K +55 +2%
FTC
509
Farmers Trust Company
Ohio
$270K -$8.27K -74 -3%
VA
510
Vident Advisory
Georgia
$268K -$1.36M -12,129 -83%
MIA
511
MeadowBrook Investment Advisors
Michigan
$268K -$22.4K -200 -8%
IPWA
512
International Private Wealth Advisors
California
$266K +$1.23K +11 +0.5%
TI
513
Tidal Investments
Wisconsin
$266K -$270K -2,413 -50%
TWA
514
TCI Wealth Advisors
Arizona
$265K +$7.04K +63 +3%
RWMG
515
Redwood Wealth Management Group
New Jersey
$261K -$140K -1,250 -35%
FFO
516
Fiduciary Family Office
Florida
$259K +$5.7K +51 +2%
HI
517
Harbour Investments
Wisconsin
$258K -$3.69K -33 -1%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$257K +$10.1K +90 +4%
ATWA
519
Arbor Trust Wealth Advisors
Michigan
$256K +$447 +4 +0.2%
PWM
520
PBMares Wealth Management
Virginia
$255K
VL
521
Vima LLC
Michigan
$253K
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$253K -$17K -152 -6%
CI
523
CPR Investments
Michigan
$252K
CG
524
Caprock Group
Idaho
$251K +$7.71K +69 +3%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$251K +$31.3K +280 +14%

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.