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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cranbrook Wealth Management
Michigan
$204K
SLC
627
Second Line Capital
Louisiana
$203K +$189K +1,567 New
EFSCE
628
Enterprise Financial Services Corp (EFSC)
Missouri
$203K +$190K +1,579 New
CPRC
629
Consolidated Portfolio Review Corp
New York
$201K +$189K +1,566 New
LSAG
630
Lake Street Advisors Group
New Hampshire
$200K +$187K +1,548 New
DAM
631
Delta Asset Management
Tennessee
$199K -$1.21K -10 -0.6%
AWM
632
Avior Wealth Management
Nebraska
$197K +$6.03K +50 +3%
MA
633
MCF Advisors
Kentucky
$195K -$60.5K -502 -25%
SAM
634
Smartleaf Asset Management
Massachusetts
$183K +$28.9K +240 +20%
RFS
635
Richardson Financial Services
Massachusetts
$182K
CI Investments Inc
636
CI Investments Inc
Ontario, Canada
$178K -$105K -867 -38%
GIA
637
GHP Investment Advisors
Colorado
$176K
EB
638
Eastern Bank
Massachusetts
$175K +$164K +1,360 New
CA
639
Clearstead Advisors
Ohio
$174K +$2.05K +17 +1%
RIL
640
Rothschild Investment LLC
Illinois
$173K +$4.7K +39 +3%
FP
641
Financial Perspectives
Minnesota
$172K +$723 +6 +0.4%
CA
642
Continuum Advisory
Idaho
$171K -$6.75K -56 -4%
TPCW
643
TD Private Client Wealth
New York
$162K +$26.2K +217 +21%
WSFS
644
Wilmington Savings Fund Society
Delaware
$155K +$145K +1,204 New
CFM
645
Catalyst Funds Management
Australia
$154K +$145K +1,200 New
BFS
646
Burkett Financial Services
South Carolina
$146K +$1.21K +10 +0.9%
SAM
647
S.A. Mason
Michigan
$144K +$603 +5 +0.4%
EWA
648
EverSource Wealth Advisors
Alabama
$143K +$3.86K +32 +3%
OAM
649
Ostrum Asset Management
France
$141K +$1.69K +14 +1%
A
650
AlphaQuest
New York
$138K +$129K +1,069 +21,380%

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.