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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
AWM
701
AllSquare Wealth Management
New York
$66.7K
DSC
702
Duncker Streett & Co
Missouri
$65.6K
PCM
703
Penserra Capital Management
California
$65K +$64.8K +525 +2,917%
LCM
704
Logan Capital Management
Pennsylvania
$64.6K +$4.32K +35 +7%
SWA
705
SOA Wealth Advisors
New York
$62.8K +$493 +4 +0.8%
CA
706
Crewe Advisors
Utah
$62.1K +$617 +5 +1%
PFBT
707
Parkside Financial Bank & Trust
Missouri
$61.6K +$1.73K +14 +3%
OC
708
Oakworth Capital
Alabama
$60.5K -$863 -7 -1%
TFA
709
Toth Financial Advisory
Virginia
$59K
KIM
710
Kestra Investment Management
Texas
$57.3K +$58.5K +474 New
RF
711
Robbins Farley
New Hampshire
$57K +$58.2K +472 New
FC
712
Fairscale Capital
New Hampshire
$56.4K
HWA
713
Heritage Wealth Advisors
Virginia
$51.3K +$493 +4 +1%
HCP
714
Hexagon Capital Partners
Arkansas
$50.1K +$8.02K +65 +19%
FHA
715
First Horizon Advisors
Tennessee
$49.6K +$6.17K +50 +14%
DCBT
716
Dakota Community Bank & Trust
North Dakota
$48.3K
GGI
717
Godsey & Gibb Inc
Virginia
$48.3K
WA
718
WPG Advisers
Maryland
$47K +$48K +389 New
MSWM
719
Mowery & Schoenfeld Wealth Management
Illinois
$45.4K +$3.95K +32 +9%
SN
720
Sittner & Nelson
Oregon
$44.8K +$987 +8 +2%
SSB
721
Sandy Spring Bank
Maryland
$43.8K
WAM
722
WFA Asset Management
Wisconsin
$43.7K +$370 +3 +0.8%
CSC
723
Caldwell Sutter Capital
California
$42.9K
CB
724
Centennial Bank
Arkansas
$42.3K
BLC
725
Brown, Lisle/Cummings
Rhode Island
$40.2K

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.