We are live on ! Find out more
DTE icon

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
LC
676
Lindbrook Capital
California
$115K -$617 -5 -0.5%
PCFFS
677
Pacific Center for Financial Services
California
$111K
RP
678
Rowlandmiller & Partners
Georgia
$108K -$1.85K -15 -2%
GWSG
679
GPS Wealth Strategies Group
Colorado
$103K
BHWM
680
Beaird Harris Wealth Management
Texas
$101K
CWP
681
Concord Wealth Partners
Virginia
$99.1K
WT
682
Washington Trust
Rhode Island
$96.6K +$37K +300 +60%
Loomis, Sayles & Company
683
Loomis, Sayles & Company
Massachusetts
$96K +$617 +5 +0.6%
Optiver Holding
684
Optiver Holding
Netherlands
$94.8K +$43.7K +354 +82%
SIM
685
Sentry Investment Management
Wisconsin
$93K -$15.5K -126 -14%
EIM
686
Essex Investment Management
Massachusetts
$88.8K
CCA
687
Catalyst Capital Advisors
New York
$87.7K +$89.6K +726 New
FWA
688
Flagship Wealth Advisors
Massachusetts
$87.1K +$88.9K +721 New
ANBT
689
American National Bank & Trust
Texas
$86.7K -$4.19K -34 -5%
FCAS
690
First Command Advisory Services
Texas
$85.7K -$17.5K -142 -17%
AF
691
Advisornet Financial
Minnesota
$84.1K +$38.6K +313 +82%
UCB
692
United Community Bank
South Carolina
$81.7K
CH
693
Cromwell Holdings
Wyoming
$80K
CT
694
Colonial Trust
South Carolina
$79.2K +$75K +608 +1,267%
AEPWM
695
Atlantic Edge Private Wealth Management
Florida
$79.1K -$727K -5,890 -90%
AWM
696
Atticus Wealth Management
Florida
$76.7K
TH
697
TCTC Holdings
Texas
$72.9K
GWP
698
Gen-Wealth Partners
Michigan
$72.8K -$15K -122 -17%
BIG
699
Brooklyn Investment Group
New York
$72.7K -$5.55K -45 -7%
GRP
700
Global Retirement Partners
California
$68.9K -$32.6K -264 -32%

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.