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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
BAM
576
Belpointe Asset Management
Nevada
$265K -$2.47K -20 -0.9%
PCIA
577
Prime Capital Investment Advisors
Kansas
$264K +$5.18K +42 +2%
FTWA
578
Fifth Third Wealth Advisors
Ohio
$263K -$2.71K -22 -1%
SW
579
SkyOak Wealth
Michigan
$262K +$10.5K +85 +4%
AWM
580
Apollon Wealth Management
South Carolina
$261K -$64.6K -524 -20%
JG
581
Jain Global
New York
$259K +$265K +2,147 New
AF
582
AGP Franklin
Tennessee
$259K +$265K +2,145 New
WT
583
Whittier Trust
California
$259K -$149K -1,204 -36%
WA
584
WBH Advisory
Maryland
$259K +$264K +2,142 New
SWP
585
Stratos Wealth Partners
Ohio
$258K +$11.3K +92 +4%
SFS
586
Summit Financial Strategies
Ohio
$258K
RIA
587
Regal Investment Advisors
Michigan
$257K +$2.1K +17 +0.8%
NAM
588
NTV Asset Management
West Virginia
$256K
AAS
589
Asset Allocation Strategies
Michigan
$255K +$1.48K +12 +0.6%
GWM
590
Geneos Wealth Management
Colorado
$254K +$2.34K +19 +0.9%
Parallax Volatility Advisers
591
Parallax Volatility Advisers
California
$254K +$260K +2,105 New
AC
592
AIFG Consultants
New York
$254K +$123 +1 +0%
CI
593
Cigna Investments
Connecticut
$253K -$6.78K -55 -3%
ECM
594
Evergreen Capital Management
Washington
$253K +$2.47K +20 +1%
Bessemer Group
595
Bessemer Group
New Jersey
$252K -$21.2K -172 -8%
AIM
596
Aspen Investment Management
Michigan
$252K
CAS
597
Coppell Advisory Solutions
Texas
$249K -$617 -5 -0.2%
CC
598
Centiva Capital
New York
$248K -$961K -7,793 -79%
FNFDCM
599
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K -$10.2K -83 -4%
BMCM
600
Bryn Mawr Capital Management
Pennsylvania
$245K

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.