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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
651
Graves Light Lenhart Wealth
Virginia
$10K
Optiver Holding
652
Optiver Holding
Netherlands
$10K
CWA
653
Clearview Wealth Advisors
Oregon
$9K
EWA
654
EverSource Wealth Advisors
Alabama
$9K +$8.35K +73 New
ONST
655
Old North State Trust
North Carolina
$9K +$8.46K +74 New
WTC
656
WhitTier Trust Company
Nevada
$8K +$5.03K +44 +200%
HDIM
657
Hanson & Doremus Investment Management
Vermont
$7K
HIA
658
Harbor Investment Advisory
Maryland
$7K
TSW
659
Thompson Siegel & Walmsley
Virginia
$7K
QC
660
Quent Capital
New York
$7K +$6.52K +57 New
AFG
661
Albion Financial Group
Utah
$6K
IFAM
662
Institutional & Family Asset Management
Colorado
$6K
IRC
663
Investors Research Corp
Georgia
$6K
SC
664
Seldon Capital
California
$6K +$5.72K +50 New
DWA
665
Delos Wealth Advisors
Texas
$5K +$4.57K +40 New
SWA
666
Sutton Wealth Advisors
Florida
$4.54K
VCM
667
Vigilant Capital Management
Maine
$4K -$4K -35 -49%
EBA
668
Eagle Bay Advisors
New York
$4K -$1.14K -10 -24%
FPS
669
Fieldpoint Private Securities
Connecticut
$4K
BIA
670
Bell Investment Advisors
California
$4K +$686 +6 +24%
CFO
671
CVA Family Office
Colorado
$4K +$3.43K +30 New
MG
672
MilWealth Group
Wisconsin
$3.94K
CI Investments Inc
673
CI Investments Inc
Ontario, Canada
$3K
KFP
674
KB Financial Partners
New Jersey
$3K +$2.63K +23 New
CCM
675
Covington Capital Management
California
$3K +$2.86K +25 New

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.