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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
PPWM
501
Paragon Private Wealth Management
Kentucky
$388K +$44.4K +360 +13%
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$387K +$36K +292 +10%
S
503
SignatureFD
Georgia
$386K +$38.4K +311 +11%
EWA
504
EP Wealth Advisors
California
$383K +$2.71K +22 +0.7%
FGA
505
Fortis Group Advisors
New Jersey
$377K
FT
506
Fiduciary Trust
Massachusetts
$374K
CFCI
507
Comprehensive Financial Consultants Institutional
Indiana
$372K
PWMG
508
Pinnacle Wealth Management Group
Michigan
$372K
BWM
509
Brown Wealth Management
Illinois
$371K -$9.01K -73 -2%
BWG
510
Balanced Wealth Group
Ohio
$370K +$493 +4 +0.1%
MSA
511
MUFG Securities Americas
New York
$369K +$377K +3,058 New
BCM
512
Brookstone Capital Management
Illinois
$366K -$370 -3 -0.1%
PAM
513
Palisade Asset Management
Minnesota
$362K
SGAM
514
Smith Group Asset Management
Texas
$362K +$370K +3,000 New
NICM
515
Neo Ivy Capital Management
New York
$361K -$1.45M -11,747 -80%
RIS
516
Retirement Income Solutions
Michigan
$360K +$3.21K +26 +0.9%
NRG
517
Nemes Rush Group
Michigan
$356K +$92.5K +750 +34%
VSQM
518
V-Square Quantitative Management
Illinois
$355K -$33.3K -270 -8%
ACA
519
Aptus Capital Advisors
Alabama
$355K +$32.8K +266 +10%
SWP
520
Sagespring Wealth Partners
Tennessee
$351K +$358K +2,903 New
FAN
521
Financial Advisors Network
California
$350K +$358K +2,903 New
CWS
522
Confluence Wealth Services
Pennsylvania
$350K +$19.6K +159 +6%
P8IP
523
Pier 88 Investment Partners
California
$349K
TI
524
Tidal Investments
Wisconsin
$343K +$43.3K +351 +14%
MOS
525
MGO One Seven
Ohio
$338K +$345K +2,798 New

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.