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DTE Energy

841 hedge funds and large institutions have $20.4B invested in DTE Energy in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 255 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 48

72% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17M

24% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 255

15% more capital invested

Capital invested by funds: $17.7B → $20.4B (+$2.69B)

5% more funds holding

Funds holding: 799841 (+42)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.28% less ownership

Funds ownership: 76.96%76.68% (-0.28%)

Holders
841
Holders Change
+42
Holders Change %
+5.26%
% of All Funds
12.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
99
Increased
317
Reduced
255
Closed
48
Calls
$29.3M
Puts
$17M
Net Calls
+$12.3M
Net Calls Change
-$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
801
Financial Management Professionals
Texas
$4K
PFG
802
Peterson Financial Group
Iowa
$3.86K +$3.62K +30 New
VCM
803
Versant Capital Management
Arizona
$3.85K
BIA
804
Bell Investment Advisors
California
$3.47K -$1.21K -10 -27%
ACM
805
Anfield Capital Management
California
$3.47K
RWM
806
Ruedi Wealth Management
Illinois
$3.34K -$603 -5 -16%
PWMG
807
Prestige Wealth Management Group
New Jersey
$3.24K
CPG
808
Cornerstone Planning Group
New Jersey
$3.22K +$362 +3 +13%
HCM
809
Hollencrest Capital Management
California
$3.21K
HWP
810
Highline Wealth Partners
California
$3.21K +$844 +7 +39%
CFB
811
Cullen/Frost Bankers
Texas
$3.09K -$3.74K -31 -56%
CAL
812
Capital Advisors Ltd
Ohio
$3K +$121 +1 +4%
AW
813
Avion Wealth
Texas
$3K +$1.21K +10 +63%
CLOS
814
Compagnie Lombard Odier SCmA
Switzerland
$2.57K +$2.41K +20 New
CWC
815
Carolinas Wealth Consulting
North Carolina
$2.46K +$603 +5 +36%
FNWA
816
Financial Network Wealth Advisors
Utah
$2.18K -$1.57K -13 -43%
VWA
817
Valued Wealth Advisors
Utah
$2.06K +$844 +7 +78%
PCM
818
Penserra Capital Management
California
$2K
TCA
819
Trifecta Capital Advisors
Illinois
$1.8K
PPC
820
Park Place Capital
Alabama
$1.67K
AWM
821
Abound Wealth Management
Tennessee
$1.54K
CAM
822
Creekmur Asset Management
Illinois
$1.54K
JFA
823
JNBA Financial Advisors
Minnesota
$1.54K
TC
824
Truvestments Capital
Florida
$1.41K +$1.33K +11 New
DPW
825
DiNuzzo Private Wealth
Pennsylvania
$1.28K

DTE Hedge Fund Activity: Q3 2024 in Review

841 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2024, worth a combined $20.4B — up 15% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DTE positions and 48 closed out — a net gain of 51 holders — while 317 added to existing stakes and 255 trimmed.

The largest buyer was State Street, adding an estimated $79.9M. The largest seller was Capital Research Global Investors, cutting an estimated $178M.

  • 841 institutional investors held DTE Energy (DTE) as of Q3 2024, up from 799 in Q2 2024.
  • Funds reported $20.4B of DTE Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 99 funds opened new DTE Energy positions in Q3 2024 and 48 closed out, a net change of +51 holders.
  • The largest DTE Energy buyer in Q3 2024 was State Street, an estimated $79.9M added.
  • The largest DTE Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.