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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
IRC
751
Investors Research Corp
Georgia
$5.55K
AFG
752
Albion Financial Group
Utah
$5.22K
VAMG
753
Voisard Asset Management Group
Michigan
$5.22K
IFAM
754
Institutional & Family Asset Management
Colorado
$5.11K -$5.48K -49 -52%
S
755
Sachetta
Massachusetts
$4.71K +$3.02K +27 +225%
HIA
756
Harbor Investment Advisory
Maryland
$4.55K -$1.79K -16 -28%
CT
757
Colonial Trust
South Carolina
$4.5K +$224 +2 +5%
TFM
758
TFC Financial Management
Massachusetts
$4.22K -$112 -1 -3%
1IA
759
1620 Investment Advisors
Massachusetts
$4.22K +$4.25K +38 New
BIA
760
Bell Investment Advisors
California
$4.11K
JWA
761
JFS Wealth Advisors
Pennsylvania
$4.11K +$2.68K +24 +185%
FMP
762
Financial Management Professionals
Texas
$4K
RCM
763
Raleigh Capital Management
North Carolina
$3.88K +$1.12K +10 +40%
WTC
764
WhitTier Trust Company
Nevada
$3.66K -$8.38K -75 -69%
FNWA
765
Financial Network Wealth Advisors
Utah
$3.5K +$3.35K +30 New
EBA
766
Eagle Bay Advisors
New York
$3.47K +$1.12K +10 +48%
RWM
767
Ruedi Wealth Management
Illinois
$3.44K +$559 +5 +19%
VCM
768
Versant Capital Management
Arizona
$3.33K -$46.4K -415 -93%
VWM
769
Valley Wealth Managers
New Jersey
$3.33K +$3.35K +30 New
CAL
770
Capital Advisors Ltd
Ohio
$3K -$224 -2 -7%
ACM
771
Anfield Capital Management
California
$3K +$3.02K +27 New
PWMG
772
Prestige Wealth Management Group
New Jersey
$2.8K -$1.9K -17 -40%
HCM
773
Hollencrest Capital Management
California
$2.77K
SAG
774
Spotlight Asset Group
Illinois
$2.77K +$2.79K +25 New
CPG
775
Cornerstone Planning Group
New Jersey
$2.73K +$335 +3 +15%

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.