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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
TWC
776
TD Waterhouse Canada
Ontario, Canada
$13.9K -$312K -2,527 -96%
BWL
777
Bogart Wealth LLC
Virginia
$13.8K +$1.73K +14 +14%
SIS
778
Strategic Investment Solutions
Illinois
$13.2K +$14.8K +120 New
TSMHT
779
Thurston Springer Miller Herd & Titak
Indiana
$13K +$123 +1 +0.9%
CAL
780
Capital Analysts LLC
Pennsylvania
$13K
LSA
781
Leonteq Securities AG
Switzerland
$12.8K -$11.6K -94 -47%
NFSG
782
Newbridge Financial Services Group
Florida
$12.4K +$12.7K +103 New
CFS
783
CGC Financial Services
Oregon
$12.2K
AAG
784
Armstrong Advisory Group
Massachusetts
$12.1K
HSA
785
Hussman Strategic Advisors
Maryland
$12.1K
SWM
786
Sugarloaf Wealth Management
Georgia
$12.1K
TCOV
787
Trust Company of Vermont
Vermont
$12.1K
USB
788
Union Savings Bank
Connecticut
$12.1K
WWP
789
WR Wealth Planners
Missouri
$12.1K
HFS
790
Hopwood Financial Services
Virginia
$12.1K +$12.3K +100 New
SIC
791
Salem Investment Counselors
North Carolina
$11.7K
TWD
792
True Wealth Design
Ohio
$11.1K +$10.5K +85 +1,214%
GFM
793
GF Fund Management
China
$10.7K +$11K +89 New
RCM
794
Raleigh Capital Management
North Carolina
$10.7K +$5.55K +45 +102%
ZB
795
Zions Bancorporation
Utah
$10.1K -$1.48K -12 -13%
CFB
796
Cullen/Frost Bankers
Texas
$9.68K +$6.91K +56 +233%
WPA
797
West Paces Advisors
Georgia
$9.66K
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
$9.3K
DJSG
799
D.J. St. Germain
Massachusetts
$9.06K -$3.08K -25 -25%
BA
800
Bellwether Advisors
Nebraska
$9.06K +$9.25K +75 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.