We are live on ! Find out more
DTE icon

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
CWP
626
Concord Wealth Partners
Virginia
$92.1K
Jones Financial Companies
627
Jones Financial Companies
Missouri
$89.3K +$76.6K +710 +826%
HCP
628
Hexagon Capital Partners
Arkansas
$88.5K +$1.73K +16 +2%
Walleye Trading
629
Walleye Trading
New York
$87.5K -$380K -3,524 -82%
TIM
630
Tortoise Investment Management
New York
$83K +$37.4K +347 +88%
EIM
631
Essex Investment Management
Massachusetts
$82.4K
UCB
632
United Community Bank
South Carolina
$82.1K +$7.55K +70 +11%
QL
633
Quarry LP
New York
$81.2K +$16.2K +150 +26%
GI
634
Gradient Investments
Minnesota
$78.3K -$150K -1,392 -67%
UB
635
UMB Bank
Missouri
$78.3K
GRP
636
Global Retirement Partners
California
$77.9K -$6.04K -56 -7%
SIS
637
Sound Income Strategies
Florida
$75.8K
AWM
638
Atticus Wealth Management
Florida
$71.2K
SWM
639
Spire Wealth Management
Virginia
$70.9K +$26.9K +249 +65%
GWP
640
Gen-Wealth Partners
Michigan
$68.6K +$66K +612 New
TH
641
TCTC Holdings
Texas
$67.7K
AA
642
Alta Advisers
United Kingdom
$67.3K
GWM
643
Geneos Wealth Management
Colorado
$66.8K -$1.29K -12 -2%
AWM
644
AllSquare Wealth Management
New York
$61.9K
AA
645
Ancora Advisors
Ohio
$61.5K
DSC
646
Duncker Streett & Co
Missouri
$60.9K
SAM
647
Smartleaf Asset Management
Massachusetts
$60.3K +$58.5K +542 New
FDCDDQ
648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.2K +$37.1K +344 +197%
PFBT
649
Parkside Financial Bank & Trust
Missouri
$57.2K +$1.19K +11 +2%
CA
650
Crewe Advisors
Utah
$57.1K +$54.9K +509 New

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.