We are live on ! Find out more
DTE icon

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
LC
801
Luminist Capital
Michigan
$9.06K +$9.25K +75 New
PSFG
802
Park Square Financial Group
Georgia
$9.06K +$9.25K +75 New
WA
803
Whipplewood Advisors
Colorado
$8.81K +$9.01K +73 New
RDFA
804
Ritter Daniher Financial Advisory
Ohio
$8.42K
BGAI
805
Bruce G. Allen Investments
Colorado
$7.49K
GBT
806
Grove Bank & Trust
Florida
$7.49K +$3.45K +28 +82%
AFG
807
Albion Financial Group
Utah
$7.13K +$1.48K +12 +26%
HGERS
808
Householder Group Estate & Retirement Specialist
Arizona
$7K -$2.84K -23 -27%
JWA
809
JFS Wealth Advisors
Pennsylvania
$6.4K +$370 +3 +6%
FDW
810
Fourth Dimension Wealth
Ohio
$6.04K
IRC
811
Investors Research Corp
Georgia
$6.04K
WWM
812
Wolff Wiese Magana
California
$6.04K
DF
813
Dunhill Financial
United Kingdom
$6.04K +$1.23K +10 +25%
SO
814
Sierra Ocean
California
$4.76K +$4.81K +39 New
S
815
Sachetta
Massachusetts
$4.71K
HIA
816
Harbor Investment Advisory
Maryland
$4.71K
1IA
817
1620 Investment Advisors
Massachusetts
$4.59K -$863 -7 -16%
TFM
818
TFC Financial Management
Massachusetts
$4.59K
FMP
819
Financial Management Professionals
Texas
$4.11K +$123 +1 +3%
TAM
820
Tucker Asset Management
Colorado
$4.11K +$4.19K +34 New
WTC
821
WhitTier Trust Company
Nevada
$3.98K
KA
822
Kozak & Associates
Colorado
$3.77K +$3.82K +31 New
QC
823
Quent Capital
New York
$3.76K +$2.84K +23 +288%
BIA
824
Bell Investment Advisors
California
$3.26K
ACM
825
Anfield Capital Management
California
$3.26K

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.