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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
MFS
726
Mattson Financial Services
Michigan
$37.6K +$36.1K +293 New
MCM
727
MV Capital Management
Maryland
$36.5K +$1.36K +11 +4%
HPC
728
HM Payson & Co
Maine
$36.2K -$9.38K -76 -20%
CT
729
Coastline Trust
Rhode Island
$36.2K
TCM
730
TruNorth Capital Management
Michigan
$36.2K
VCM
731
Versant Capital Management
Arizona
$35.9K +$32.9K +267 +890%
FGC
732
Financial Gravity Companies
Texas
$35.4K +$36.1K +293 New
MCM
733
Manchester Capital Management
Vermont
$34.5K +$370 +3 +1%
DMBA
734
Deseret Mutual Benefit Administrators
Utah
$34.2K
RA
735
Rise Advisors
New York
$33.8K +$247 +2 +0.7%
RI
736
Ridgewood Investments
New Jersey
$33.3K
LIS
737
Legacy Investment Solutions
Idaho
$31.3K
LWMI
738
Legacy Wealth Management (Idaho)
Idaho
$31.3K
FDCP
739
Foster Dykema Cabot & Partners
Massachusetts
$30.5K
CSB
740
City State Bank
Iowa
$30.2K
AA
741
Ancora Advisors
Ohio
$30.2K
SL
742
Salomon & Ludwin
Virginia
$28.4K -$247 -2 -0.8%
FFC
743
First Financial Corp
Indiana
$28.4K
TFGT
744
TS Financial Group (TSFG)
Illinois
$28K
TFIPS
745
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.8K +$28.4K +230 New
BBHC
746
Brown Brothers Harriman & Co
New York
$26.8K -$250K -2,025 -90%
ADL
747
Asset Dedication LLC
California
$26.7K
CFO
748
CVA Family Office
Colorado
$26.4K +$9.01K +73 +50%
MWM
749
Mascoma Wealth Management
New Hampshire
$25.8K
M
750
MOTCO
Texas
$24.1K -$1.97K -16 -7%

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.