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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
FFA
526
Farther Finance Advisors
California
$338K -$97.4K -790 -22%
KWM
527
Kaydan Wealth Management
Michigan
$338K
VA
528
Vident Advisory
Georgia
$337K +$35.4K +287 +11%
CF
529
Claris Financial
Virginia
$334K +$341K +2,767 New
NB
530
NBT Bank
New York
$324K
PA
531
Parallel Advisors
California
$323K +$57.5K +466 +21%
IWA
532
Icon Wealth Advisors
Texas
$321K
Walleye Capital
533
Walleye Capital
New York
$321K -$1.83M -14,843 -85%
TIAA Trust, National Association
534
TIAA Trust, National Association
North Carolina
$316K -$93.5K -758 -22%
SBIA
535
Sheaff Brock Investment Advisors
Indiana
$314K
FIA
536
Foundations Investment Advisors
Arizona
$314K -$987 -8 -0.3%
SMA
537
Sage Mountain Advisors
Georgia
$310K +$94.7K +768 +43%
NP
538
NorthRock Partners
Minnesota
$308K -$11.8K -96 -4%
SAM
539
Smartleaf Asset Management
Massachusetts
$308K +$138K +1,118 +78%
JCM
540
J2 Capital Management
Michigan
$305K +$312K +2,528 New
WIA
541
World Investment Advisors
California
$305K +$53.3K +432 +21%
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$304K +$49.2K +399 +19%
RBC
543
Romano Brothers & Co
Illinois
$303K
WCM
544
WealthBridge Capital Management
Ohio
$302K
AA
545
Advisory Alpha
Michigan
$299K +$16.7K +135 +6%
MCA
546
Midwest Capital Advisors
Michigan
$298K +$304K +2,467 New
AWM
547
Affinity Wealth Management
Delaware
$297K
TPI
548
Trust Point Inc
Wisconsin
$296K +$370 +3 +0.1%
BTI
549
Blue Trust Inc
Georgia
$295K -$73.5K -596 -20%
SWM
550
Spire Wealth Management
Virginia
$294K +$233K +1,892 +348%

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.