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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
GIA
601
GHP Investment Advisors
Colorado
$152K +$1.45K +13 +1%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$150K -$10.6K -95 -7%
CA
603
Clearstead Advisors
Ohio
$148K
FP
604
Financial Perspectives
Minnesota
$148K +$671 +6 +0.5%
GI
605
Gradient Investments
Minnesota
$148K +$71K +635 +91%
RIL
606
Rothschild Investment LLC
Illinois
$145K -$10.7K -96 -7%
ANBT
607
American National Bank & Trust
Texas
$143K +$52.3K +468 +57%
KFS
608
Kelly Financial Services
Massachusetts
$133K +$112 +1 +0.1%
SAM
609
Smartleaf Asset Management
Massachusetts
$133K +$72.8K +651 +120%
SWS
610
SYSTM Wealth Solutions
Illinois
$131K -$81.4K -728 -38%
EWA
611
EverSource Wealth Advisors
Alabama
$131K +$5.37K +48 +5%
BFS
612
Burkett Financial Services
South Carolina
$125K +$1.23K +11 +1%
SAM
613
S.A. Mason
Michigan
$124K +$11.8K +106 +10%
WPWM
614
Western Pacific Wealth Management
Illinois
$124K
OAM
615
Ostrum Asset Management
France
$121K -$323K -2,893 -73%
RTC
616
Riverview Trust Company
Washington
$117K -$36K -322 -23%
TPCW
617
TD Private Client Wealth
New York
$116K +$10.8K +97 +10%
LC
618
Lindbrook Capital
California
$114K +$6.37K +57 +6%
ATC
619
Adirondack Trust Company
New York
$112K
WB
620
Webster Bank
Connecticut
$110K
GWSG
621
GPS Wealth Strategies Group
Colorado
$105K
WIA
622
Wetzel Investment Advisors
Indiana
$104K -$12.9K -115 -11%
WTA
623
Washington Trust Advisors
Massachusetts
$103K +$3.02K +27 +3%
PCFFS
624
Pacific Center for Financial Services
California
$102K
RP
625
Rowlandmiller & Partners
Georgia
$101K -$32.9K -294 -24%

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.