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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
DIP
751
DT Investment Partners
Pennsylvania
$24K
LWANC
752
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.5K
AGWCA
753
Annis Gardner Whiting Capital Advisors
Florida
$23.1K
ETS
754
ESL Trust Services
New York
$23.1K -$7.15K -58 -23%
PA
755
PSI Advisors
Florida
$22.6K
CA
756
Centerpoint Advisors
Massachusetts
$22K
CFD
757
Creative Financial Designs
Indiana
$21.1K -$12.8K -104 -37%
ST
758
Smithfield Trust
Pennsylvania
$21K
FFO
759
Fortitude Family Office
Arizona
$20.5K +$1.48K +12 +8%
AIM
760
Anchor Investment Management
South Carolina
$20.4K
Walleye Trading
761
Walleye Trading
New York
$20.3K +$20.7K +168 New
MLA
762
MB, Levis & Associates
Pennsylvania
$19.8K
HB
763
Horizon Bancorp
Indiana
$19K -$4.93K -40 -20%
OSNBOA
764
Old Second National Bank of Aurora
Illinois
$18.1K -$18.5K -150 -50%
LI
765
LRI Investments
Florida
$18.1K
SIM
766
Synergy Investment Management
Florida
$18.1K +$18.5K +150 New
C
767
Covestor
United Kingdom
$18K -$3.33K -27 -16%
CTA
768
Colonial Trust Advisors
South Carolina
$17.5K -$6.78K -55 -28%
HWM
769
Hemington Wealth Management
Virginia
$17K +$1.73K +14 +11%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$16.9K
GKIM
771
GW&K Investment Management
Massachusetts
$16K +$247 +2 +2%
BIM
772
Breakwater Investment Management
Washington
$15.5K
BTD
773
BankPlus Trust Department
Mississippi
$14.5K +$14.8K +120 New
MAM
774
Meeder Asset Management
Ohio
$14.4K +$14.7K +119 New
GSWM
775
Golden State Wealth Management
California
$14.3K +$14.6K +118 New

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.