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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
AF
551
Allworth Financial
California
$293K +$41.4K +336 +16%
WCM
552
Winthrop Capital Management
Indiana
$292K +$299K +2,424 New
MIA
553
MeadowBrook Investment Advisors
Michigan
$292K
DC
554
Davenport & Co
Virginia
$291K
EFS
555
Essex Financial Services
Connecticut
$287K +$4.69K +38 +2%
RWMG
556
Redwood Wealth Management Group
New Jersey
$285K +$1.23K +10 +0.4%
TWA
557
TCI Wealth Advisors
Arizona
$284K +$370 +3 +0.1%
DT
558
Diversified Trust
Tennessee
$284K -$15.4K -125 -5%
IPWA
559
International Private Wealth Advisors
California
$279K +$5.3K +43 +2%
ZIM
560
Zacks Investment Management
Illinois
$279K +$45K +365 +19%
PA
561
Prossimo Advisors
California
$278K +$1.36K +11 +0.5%
PWM
562
PBMares Wealth Management
Virginia
$278K
PTC
563
Private Trust Company
Ohio
$276K +$22.6K +183 +9%
DWS
564
Discipline Wealth Solutions
South Carolina
$271K +$277K +2,246 New
PS
565
Principal Securities
Iowa
$270K +$55.8K +452 +25%
FTC
566
Farmers Trust Company
Ohio
$268K -$11.5K -93 -4%
OPW
567
Oxler Private Wealth
New York
$267K +$2.22K +18 +0.8%
RMCM
568
Reynders McVeigh Capital Management
Massachusetts
$266K -$29.1K -236 -10%
BEI
569
Benjamin Edwards Inc
Missouri
$266K +$3.45K +28 +1%
PEAK6
570
PEAK6
Illinois
$266K +$271K +2,200 New
HSA
571
HBK Sorce Advisory
Pennsylvania
$266K +$49K +397 +22%
RWPA
572
Richard W. Paul & Associates
Michigan
$265K
PSP
573
Principal Street Partners
Tennessee
$265K
QWP
574
Quotient Wealth Partners
Texas
$265K -$68.8K -558 -20%
SIG
575
Stonegate Investment Group
Alabama
$265K -$987 -8 -0.4%

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.