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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
MWA
826
Monograph Wealth Advisors
California
-$368K -3,250 Closed
RFC
827
Regions Financial Corp
Alabama
-$353K -3,144 Closed
BL
828
Balentine LLC
Georgia
-$338K -3,012 Closed
LNC
829
Lincoln National Corp
Pennsylvania
-$321K -2,858 Closed
SAW
830
Signal Advisors Wealth
Michigan
-$288K -2,567 Closed
HF
831
HRT Financial
New York
-$277K -2,477 Closed
MFS
832
Mirabella Financial Services
United Kingdom
-$277K -2,471 Closed
FIM
833
Freedom Investment Management
Connecticut
-$277K -2,468 Closed
PCA
834
Prosperity Capital Advisors
Ohio
-$271K -2,420 Closed
Connor, Clark & Lunn Investment Management (CC&L)
835
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$265K -2,364 Closed
MWM
836
Magnolia Wealth Management
Alabama
-$260K -2,330 Closed
DPI
837
Diversified Portfolios Inc
Michigan
-$256K -2,283 Closed
SFI
838
Siemens Fonds Invest
Germany
-$242K -2,156 Closed
EFSCE
839
Enterprise Financial Services Corp (EFSC)
Missouri
-$228K -2,035 Closed
SOS
840
Silver Oak Securities
Tennessee
-$226K -2,017 Closed
DAS
841
Dynamic Advisor Solutions
Arizona
-$220K -1,957 Closed
PIA
842
Pinion Investment Advisors
Kansas
-$209K -1,860 Closed
CSIC
843
Clifford Swan Investment Counsel
California
-$202K -1,800 Closed
NC
844
nVerses Capital
Florida
-$179K -1,600 Closed
LFASL
845
Lugano Financial Advisors SA (LFA)
Switzerland
-$121K -1,082 Closed
IPW
846
Impact Partnership Wealth
Georgia
-$112K -1,000 Closed
CCMI
847
Creative Capital Management Investments
California
-$103K -914 Closed
DA
848
Denali Advisors
California
-$33.6K -300 Closed
GA
849
GoalVest Advisory
New York
-$23.5K -210 Closed
LF
850
LifeSteps Financial
California
-$9.2K -82 Closed

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.