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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
SIM
626
Sentry Investment Management
Wisconsin
$100K -$20.6K -184 -17%
NS
627
NBC Securities
Alabama
$98K +$2.12K +19 +2%
FCAS
628
First Command Advisory Services
Texas
$94.6K
GWM
629
Geneos Wealth Management
Colorado
$94.2K +$28.3K +253 +42%
CWP
630
Concord Wealth Partners
Virginia
$91.1K
SIS
631
Sound Income Strategies
Florida
$90.8K +$15.9K +142 +21%
TFF
632
The Family Firm
Maryland
$89.6K +$90.2K +807 New
Federated Hermes
633
Federated Hermes
Pennsylvania
$86.8K -$14.4K -129 -14%
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$83K +$36.4K +326 +78%
EIM
635
Essex Investment Management
Massachusetts
$81.6K
TIM
636
Tortoise Investment Management
New York
$81.5K -$671 -6 -0.8%
UCB
637
United Community Bank
South Carolina
$81.3K
GRP
638
Global Retirement Partners
California
$78.3K +$1.12K +10 +1%
UFF
639
USA Financial Formulas
Michigan
$78.2K +$78.7K +704 New
CH
640
Cromwell Holdings
Wyoming
$73.6K +$73.4K +657 New
QL
641
Quarry LP
New York
$72K -$8.38K -75 -10%
AWM
642
Atticus Wealth Management
Florida
$70.5K
FLPIM
643
F.L. Putnam Investment Management
Massachusetts
$70.3K +$70.8K +633 New
GWP
644
Gen-Wealth Partners
Michigan
$68.6K +$671 +6 +1%
UB
645
UMB Bank
Missouri
$67.5K -$10.1K -90 -13%
TH
646
TCTC Holdings
Texas
$67K
AA
647
Alta Advisers
United Kingdom
$66.6K
AWM
648
AllSquare Wealth Management
New York
$61.3K
AA
649
Ancora Advisors
Ohio
$60.8K
SP
650
SWS Partners
Ohio
$60.6K +$60.9K +545 New

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.