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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
BHWM
576
Beaird Harris Wealth Management
Texas
$206K
PCM
577
Pointe Capital Management
Michigan
$205K
GIA
578
Gateway Investment Advisers
Ohio
$204K -$23.5K -218 -11%
BTI
579
Blue Trust Inc
Georgia
$204K -$5.72K -53 -3%
TWM
580
Triton Wealth Management
Arizona
$203K +$197K +1,829 New
CSIC
581
Clifford Swan Investment Counsel
California
$202K +$194K +1,800 New
RFS
582
Richardson Financial Services
Massachusetts
$200K +$17.8K +165 +10%
CT
583
Caldwell Trust
Florida
$192K +$16.6K +154 +10%
APF
584
Alaska Permanent Fund
Alaska
$189K +$6.8K +63 +4%
SC
585
Steph & Co
Wisconsin
$187K +$24.3K +225 +16%
NC
586
nVerses Capital
Florida
$179K +$173K +1,600 New
DAM
587
Delta Asset Management
Tennessee
$175K
AWM
588
Avior Wealth Management
Nebraska
$171K +$165K +1,529 New
CA
589
Continuum Advisory
Idaho
$171K +$159K +1,469 New
BFEC
590
Benjamin F. Edwards & Company
Missouri
$162K +$157K +1,451 New
RIL
591
Rothschild Investment LLC
Illinois
$158K +$1.08K +10 +0.7%
SPIA
592
Steward Partners Investment Advisory
New York
$156K +$33.9K +314 +29%
RTC
593
Riverview Trust Company
Washington
$154K +$148K +1,375 New
CA
594
Clearstead Advisors
Ohio
$154K -$4.1K -38 -3%
CT
595
Cambridge Trust
Massachusetts
$153K
GIA
596
GHP Investment Advisors
Colorado
$152K
FFA
597
Farther Finance Advisors
California
$150K -$755 -7 -0.5%
FP
598
Financial Perspectives
Minnesota
$149K +$647 +6 +0.5%
CWM
599
Cranbrook Wealth Management
Michigan
$148K
RP
600
Rowlandmiller & Partners
Georgia
$135K

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.