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DTE Energy

799 hedge funds and large institutions have $17.7B invested in DTE Energy in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 308 increasing their positions, 258 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $21.1M

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

19% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 258

2% more funds holding

Funds holding: 786799 (+13)

0.14% more ownership

Funds ownership: 76.82%76.96% (+0.14%)

1% less capital invested

Capital invested by funds: $17.8B → $17.7B (-$131M)

Holders
799
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
11.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
308
Reduced
258
Closed
57
Calls
$40.3M
Puts
$21.1M
Net Calls
+$19.2M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
576
HBK Sorce Advisory
Pennsylvania
$213K +$215K +1,922 New
CPIG
577
Chicago Partners Investment Group
Illinois
$213K +$197K +1,766 New
AI
578
Atom Investors
Texas
$212K -$472K -4,222 -69%
I2I
579
Insight 2811 Inc
Illinois
$211K +$212K +1,900 New
CT
580
Caldwell Trust
Florida
$208K +$18.4K +165 +10%
FA
581
Fermata Advisors
California
$206K +$2.01K +18 +1%
DWM
582
Dynasty Wealth Management
Florida
$206K +$207K +1,855 New
APF
583
Alaska Permanent Fund
Alaska
$205K +$1.79K +16 +0.9%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$205K
Jones Financial Companies
585
Jones Financial Companies
Missouri
$204K +$116K +1,042 +131%
TCOT
586
Trust Company of Toledo
Ohio
$204K +$205K +1,837 New
BHWM
587
Beaird Harris Wealth Management
Texas
$204K -$447 -4 -0.2%
PCM
588
Pointe Capital Management
Michigan
$203K
GIA
589
Gateway Investment Advisers
Ohio
$203K +$559 +5 +0.3%
EWA
590
EP Wealth Advisors
California
$201K +$203K +1,814 New
ONSWM
591
Old North State Wealth Management
North Carolina
$201K +$202K +1,804 New
GL
592
Graypoint LLC
New York
$200K -$19.4K -174 -9%
SC
593
Steph & Co
Wisconsin
$186K +$1.45K +13 +0.8%
RFS
594
Richardson Financial Services
Massachusetts
$182K -$16.2K -145 -8%
CWM
595
Cranbrook Wealth Management
Michigan
$176K +$29.8K +267 +20%
DAM
596
Delta Asset Management
Tennessee
$173K
SPIA
597
Steward Partners Investment Advisory
New York
$169K +$14.4K +129 +9%
PS
598
Principal Securities
Iowa
$168K +$56.6K +506 +50%
AWM
599
Avior Wealth Management
Nebraska
$166K -$4.58K -41 -3%
CA
600
Continuum Advisory
Idaho
$165K +$1.68K +15 +1%

DTE Hedge Fund Activity: Q2 2024 in Review

799 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2024, worth a combined $17.7B — down 0.73% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DTE positions and 57 closed out — a net gain of 22 holders — while 308 added to existing stakes and 258 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $90.1M. The largest seller was Fidelity Investments, cutting an estimated $88.7M.

  • 799 institutional investors held DTE Energy (DTE) as of Q2 2024, up from 786 in Q1 2024.
  • Funds reported $17.7B of DTE Energy stock for Q2 2024, down 0.73% quarter-over-quarter.
  • 79 funds opened new DTE Energy positions in Q2 2024 and 57 closed out, a net change of +22 holders.
  • The largest DTE Energy buyer in Q2 2024 was Verition Fund Management, an estimated $90.1M added.
  • The largest DTE Energy seller in Q2 2024 was Fidelity Investments, an estimated $88.7M sold.

Based on aggregated 13F filings for Q2 2024.