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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
SOS
651
Silver Oak Securities
Tennessee
$178K -$45.3K -367 -20%
WSFS
652
Wilmington Savings Fund Society
Delaware
$177K +$32.7K +265 +22%
CA
653
Continuum Advisory
Idaho
$174K +$1.85K +15 +1%
RFS
654
Richardson Financial Services
Massachusetts
$174K -$23.4K -190 -12%
RIL
655
Rothschild Investment LLC
Illinois
$170K +$7.15K +58 +4%
EB
656
Eastern Bank
Massachusetts
$164K
GIA
657
GHP Investment Advisors
Colorado
$164K -$1.6K -13 -0.9%
FP
658
Financial Perspectives
Minnesota
$163K +$740 +6 +0.4%
TPCW
659
TD Private Client Wealth
New York
$155K +$3.21K +26 +2%
CA
660
Clearstead Advisors
Ohio
$153K -$10.6K -86 -6%
QL
661
Quarry LP
New York
$149K +$49.1K +398 +48%
AAP
662
Arax Advisory Partners
Colorado
$147K +$136K +1,102 +942%
EWA
663
EverSource Wealth Advisors
Alabama
$146K +$11.1K +90 +8%
SIS
664
Sound Income Strategies
Florida
$143K +$45.6K +370 +45%
CBT
665
Crews Bank & Trust
Florida
$141K +$144K +1,171 New
WOC
666
West Oak Capital
California
$139K
BFS
667
Burkett Financial Services
South Carolina
$137K
SAM
668
S.A. Mason
Michigan
$136K +$617 +5 +0.4%
OAM
669
Ostrum Asset Management
France
$128K -$5.55K -45 -4%
RTC
670
Riverview Trust Company
Washington
$127K
TIM
671
Tortoise Investment Management
New York
$124K +$36K +292 +40%
KBFS
672
Kohmann Bosshard Financial Services
Ohio
$121K +$123K +1,000 New
WB
673
Webster Bank
Connecticut
$120K
ATC
674
Adirondack Trust Company
New York
$120K
WTA
675
Washington Trust Advisors
Massachusetts
$115K

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.