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DTE Energy

799 hedge funds and large institutions have $17.7B invested in DTE Energy in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 308 increasing their positions, 258 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $21.1M

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

19% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 258

2% more funds holding

Funds holding: 786799 (+13)

0.14% more ownership

Funds ownership: 76.82%76.96% (+0.14%)

1% less capital invested

Capital invested by funds: $17.8B → $17.7B (-$131M)

Holders
799
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
11.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
308
Reduced
258
Closed
57
Calls
$40.3M
Puts
$21.1M
Net Calls
+$19.2M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
726
Armstrong Advisory Group
Massachusetts
$11.1K
BWL
727
Bogart Wealth LLC
Virginia
$11.1K
DJSG
728
D.J. St. Germain
Massachusetts
$11.1K
HSA
729
Hussman Strategic Advisors
Maryland
$11.1K
PP
730
Pingora Partners
Wyoming
$11.1K
USB
731
Union Savings Bank
Connecticut
$11.1K
WWP
732
WR Wealth Planners
Missouri
$11.1K
SIC
733
Salem Investment Counselors
North Carolina
$10.8K
M
734
MOTCO
Texas
$10.5K
OWA
735
Opal Wealth Advisors
New York
$10.3K +$10.4K +93 New
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$9K -$20.8K -186 -69%
WPA
737
West Paces Advisors
Georgia
$8.88K
MSFP
738
Mark Sheptoff Financial Planning
Connecticut
$8.55K +$8.61K +77 New
RMC
739
Resources Management Corp
Connecticut
$8K -$2.79K -25 -26%
RDFA
740
Ritter Daniher Financial Advisory
Ohio
$7.75K
TCOV
741
Trust Company of Vermont
Vermont
$7.33K
LFA
742
Legend Financial Advisors
Pennsylvania
$7.22K
BGAI
743
Bruce G. Allen Investments
Colorado
$6.88K +$112 +1 +2%
FFA
744
Frazier Financial Advisors
Ohio
$6.66K
JWM
745
Janiczek Wealth Management
Colorado
$6.55K
CFB
746
Cullen/Frost Bankers
Texas
$6.11K +$6.15K +55 New
TWP
747
Triad Wealth Partners
Kansas
$6.11K +$6.15K +55 New
VNA
748
Valley National Advisers
Pennsylvania
$6K -$559 -5 -8%
GG
749
Gleason Group
Kentucky
$5.66K +$5.7K +51 New
GEA
750
Glen Eagle Advisors
New Jersey
$5.55K

DTE Hedge Fund Activity: Q2 2024 in Review

799 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2024, worth a combined $17.7B — down 0.73% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DTE positions and 57 closed out — a net gain of 22 holders — while 308 added to existing stakes and 258 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $90.1M. The largest seller was Fidelity Investments, cutting an estimated $88.7M.

  • 799 institutional investors held DTE Energy (DTE) as of Q2 2024, up from 786 in Q1 2024.
  • Funds reported $17.7B of DTE Energy stock for Q2 2024, down 0.73% quarter-over-quarter.
  • 79 funds opened new DTE Energy positions in Q2 2024 and 57 closed out, a net change of +22 holders.
  • The largest DTE Energy buyer in Q2 2024 was Verition Fund Management, an estimated $90.1M added.
  • The largest DTE Energy seller in Q2 2024 was Fidelity Investments, an estimated $88.7M sold.

Based on aggregated 13F filings for Q2 2024.