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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
TC
851
Truvestments Capital
Florida
$1.33K
CWP
852
Clark Wealth Partners
Illinois
$1.33K +$1.36K +11 New
DPW
853
DiNuzzo Private Wealth
Pennsylvania
$1.21K
CTWM
854
Cherry Tree Wealth Management
Minnesota
$1.09K
TFA
855
Transamerica Financial Advisors
Florida
$1K
VNA
856
Valley National Advisers
Pennsylvania
$1K
GFPC
857
Global Financial Private Client
Florida
$966 +$370 +3 +60%
CSWM
858
Cassady Schiller Wealth Management
Ohio
$966 +$987 +8 New
GJIA
859
Glass Jacobson Investment Advisors
Maryland
$966 +$987 +8 New
LDB
860
Lee, Danner & Bass
Tennessee
$966 +$987 +8 New
NC
861
NewSquare Capital
Pennsylvania
$845 +$863 +7 New
BCMLT
862
Beacon Capital Management LLC (Tennessee)
Tennessee
$730
CF
863
Conquis Financial
California
$725 +$740 +6 New
HWA
864
HHM Wealth Advisors
Tennessee
$725 +$740 +6 New
MAS
865
MPWM Advisory Solutions
Georgia
$604 +$617 +5 New
PWA
866
Principia Wealth Advisory
Texas
$604 +$617 +5 New
ACA
867
Atlas Capital Advisors
Wyoming
$603
CAM
868
Chesapeake Asset Management
New York
$603
BF
869
BOK Financial
Oklahoma
$595 -$493 -4 -44%
NWM
870
Nova Wealth Management
Florida
$483 +$493 +4 New
WW
871
Winnow Wealth
Texas
$420 +$493 +4 New
KFI
872
Key Financial Inc
Pennsylvania
$362
FWM
873
FLP Wealth Management
Arkansas
$362 +$370 +3 New
CAWM
874
Capital A Wealth Management
Pennsylvania
$242 +$247 +2 New
A
875
AlphaQuest
New York
$121 -$132K -1,073 -100%

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.