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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Foguth Wealth Management
Michigan
$255K +$245K +2,272 New
NW
527
NewEdge Wealth
Pennsylvania
$254K -$157K -1,456 -39%
CI
528
CPR Investments
Michigan
$254K +$5.39K +50 +2%
SP
529
Symmetry Partners
Connecticut
$253K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$253K +$7.77K +72 +3%
RIA
531
Regal Investment Advisors
Michigan
$251K +$11.8K +109 +5%
VL
532
Vima LLC
Michigan
$250K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
533
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$248K -$38.2K -354 -14%
CDH
534
Charles D. Hyman
$247K
PSP
535
Principal Street Partners
Tennessee
$247K -$3.45K -32 -1%
CG
536
Caprock Group
Idaho
$246K -$13.7K -127 -6%
ATWA
537
Arbor Trust Wealth Advisors
Michigan
$245K
CI
538
Cigna Investments
Connecticut
$245K +$7.99K +74 +4%
SFI
539
Siemens Fonds Invest
Germany
$242K
OPW
540
Oxler Private Wealth
New York
$241K +$2.16K +20 +0.9%
HW
541
Hancock Whitney
Mississippi
$241K -$432 -4 -0.2%
SFS
542
Summit Financial Strategies
Ohio
$239K
FNFDCM
543
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$239K
NAM
544
NTV Asset Management
West Virginia
$238K
AAS
545
Asset Allocation Strategies
Michigan
$238K +$229K +2,119 New
SW
546
SkyOak Wealth
Michigan
$237K -$9.82K -91 -4%
VCG
547
Vantage Consulting Group
Virginia
$236K -$5.61K -52 -2%
PTC
548
Private Trust Company
Ohio
$236K +$124K +1,145 +120%
AC
549
AIFG Consultants
New York
$235K -$108 -1 -0%
AIM
550
Aspen Investment Management
Michigan
$234K

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.