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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
726
Resources Management Corp
Connecticut
$11K -$13.2K -122 -56%
SIC
727
Salem Investment Counselors
North Carolina
$10.9K -$1.19K -11 -10%
M
728
MOTCO
Texas
$10.7K
IFAM
729
Institutional & Family Asset Management
Colorado
$10.7K +$4.96K +46 +94%
MCM
730
Manchester Capital Management
Vermont
$9.87K +$432 +4 +5%
LF
731
LifeSteps Financial
California
$9.2K +$8.85K +82 New
WPA
732
West Paces Advisors
Georgia
$8.97K
RDFA
733
Ritter Daniher Financial Advisory
Ohio
$7.82K
TCOV
734
Trust Company of Vermont
Vermont
$7.4K
LFA
735
Legend Financial Advisors
Pennsylvania
$7.29K
VNA
736
Valley National Advisers
Pennsylvania
$7K +$3.13K +29 +83%
BGAI
737
Bruce G. Allen Investments
Colorado
$6.84K +$1.73K +16 +36%
FFA
738
Frazier Financial Advisors
Ohio
$6.73K
JWM
739
Janiczek Wealth Management
Colorado
$6.62K
HIA
740
Harbor Investment Advisory
Maryland
$6.39K +$1.94K +18 +46%
IRC
741
Investors Research Corp
Georgia
$5.61K
GEA
742
Glen Eagle Advisors
New Jersey
$5.61K +$5.39K +50 New
AFG
743
Albion Financial Group
Utah
$5.27K
VAMG
744
Voisard Asset Management Group
Michigan
$5.27K
PWMG
745
Prestige Wealth Management Group
New Jersey
$4.75K -$1.4K -13 -24%
TFM
746
TFC Financial Management
Massachusetts
$4.37K +$108 +1 +3%
CT
747
Colonial Trust
South Carolina
$4.21K +$4.1K +38 New
FGAM
748
Financial Gravity Asset Management
Texas
$4.19K +$3.35K +31 +517%
BIA
749
Bell Investment Advisors
California
$4.15K
FMP
750
Financial Management Professionals
Texas
$4K +$1.29K +12 +57%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.