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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
XF
601
XML Financial
Maryland
$242K
SMC
602
Smith, Moore & Co
Missouri
$239K
DB
603
Danske Bank
Denmark
$238K
EH
604
Equitable Holdings
New York
$237K +$1.36K +11 +0.6%
BHWM
605
Bar Harbor Wealth Management
New Hampshire
$237K +$13.6K +110 +6%
DC
606
Dahring Cusmano
Michigan
$236K +$241K +1,957 New
BB
607
Berkshire Bank
Massachusetts
$236K +$9.25K +75 +4%
QCG
608
Quadrant Capital Group
Ohio
$236K -$13.7K -111 -5%
HIC
609
Hartline Investment Corp
Illinois
$235K
GL
610
Graypoint LLC
New York
$235K +$10.1K +82 +4%
CFO
611
Callan Family Office
Pennsylvania
$233K +$238K +1,930 New
PCS
612
Personal CFO Solutions
New Jersey
$232K +$5.92K +48 +3%
VanEck Associates
613
VanEck Associates
New York
$231K -$18K -146 -7%
DWM
614
Dynasty Wealth Management
Florida
$231K +$7.77K +63 +3%
GSEP
615
Golden State Equity Partners
California
$230K +$224K +1,819 +2,165%
I2I
616
Insight 2811 Inc
Illinois
$229K
FA
617
Fermata Advisors
California
$228K +$1.85K +15 +0.8%
DPI
618
Diversified Portfolios Inc
Michigan
$228K +$863 +7 +0.4%
TWM
619
Triton Wealth Management
Arizona
$227K +$1.73K +14 +0.8%
ACGA
620
Atlanta Consulting Group Advisors
Georgia
$222K -$13.4K -109 -6%
PCM
621
Pointe Capital Management
Michigan
$221K
CT
622
Caldwell Trust
Florida
$220K
QFA
623
Quantum Financial Advisors
California
$218K -$17.9K -145 -7%
CSIC
624
Clifford Swan Investment Counsel
California
$217K
OC
625
Oppenheimer & Co
New York
$217K +$222K +1,800 New

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.