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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
SAM
826
Synergy Asset Management
Washington
$3.21K +$3.08K +25 New
CPG
827
Cornerstone Planning Group
New Jersey
$3.17K
RWM
828
Ruedi Wealth Management
Illinois
$3.14K
PWMG
829
Prestige Wealth Management Group
New Jersey
$3.05K
HWP
830
Highline Wealth Partners
California
$3.02K
HCM
831
Hollencrest Capital Management
California
$3.02K
CAL
832
Capital Advisors Ltd
Ohio
$3K +$247 +2 +8%
AW
833
Avion Wealth
Texas
$3K +$617 +5 +19%
CWC
834
Carolinas Wealth Consulting
North Carolina
$2.92K +$617 +5 +26%
Q1WB
835
Quest 10 Wealth Builders
Virginia
$2.9K +$2.96K +24 New
AWM
836
Avior Wealth Management
Nebraska
$2.66K -$187K -1,516 -99%
BFPW
837
BOK Financial Private Wealth
Colorado
$2.56K +$2.59K +21 New
APW
838
Aventura Private Wealth
Florida
$2.54K +$2.59K +21 New
EBA
839
Eagle Bay Advisors
New York
$2.48K -$1.36K -11 -35%
WCM
840
WealthTrak Capital Management
Virginia
$2.17K +$2.22K +18 New
VWA
841
Valued Wealth Advisors
Utah
$1.95K
AG
842
AmeriFlex Group
Nevada
$1.94K +$1.97K +16 New
CIAM
843
Caitong International Asset Management
Hong Kong
$1.93K +$1.97K +16 New
SS
844
SBI Securities
Japan
$1.93K +$1.97K +16 New
TCA
845
Trifecta Capital Advisors
Illinois
$1.69K
PPC
846
Park Place Capital
Alabama
$1.57K
AWM
847
Abound Wealth Management
Tennessee
$1.45K
CAM
848
Creekmur Asset Management
Illinois
$1.45K
JFA
849
JNBA Financial Advisors
Minnesota
$1.45K
T
850
Transce3nd
Texas
$1.45K +$1.48K +12 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.