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DTE Energy

786 hedge funds and large institutions have $17.8B invested in DTE Energy in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

4% more funds holding

Funds holding: 753786 (+33)

2% more capital invested

Capital invested by funds: $17.5B → $17.8B (+$267M)

0.32% less ownership

Funds ownership: 77.15%76.82% (-0.32%)

59% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $46.8M

Holders
786
Holders Change
+33
Holders Change %
+4.38%
% of All Funds
11.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
92
Increased
287
Reduced
238
Closed
53
Calls
$19.3M
Puts
$46.8M
Net Calls
-$27.5M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.79B -$17M -157,801 -0.6%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.38B +$28.2M +261,623 +1%
BlackRock
3
BlackRock
New York
$1.92B -$25.4M -235,321 -1%
State Street
4
State Street
Massachusetts
$1.07B -$63M -584,163 -6%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$689M +$7.46M +69,160 +1%
Ameriprise
6
Ameriprise
Minnesota
$614M +$12.5M +115,844 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$524M +$16.9M +156,540 +3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$399M -$123M -1,138,569 -24%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$290M -$41.4M -383,485 -13%
ClearBridge Investments
10
ClearBridge Investments
New York
$285M +$190M +1,756,459 +225%
Capital World Investors
11
Capital World Investors
California
$268M
Boston Partners
12
Boston Partners
Massachusetts
$255M -$28.5M -263,930 -10%
Morgan Stanley
13
Morgan Stanley
New York
$251M -$253M -2,347,809 -51%
Invesco
14
Invesco
Georgia
$247M -$5.77M -53,512 -2%
Franklin Resources
15
Franklin Resources
California
$236M +$1.39M +12,880 +0.6%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$234M +$222M +2,060,762 +6,965%
Northern Trust
17
Northern Trust
Illinois
$208M -$6.72M -62,295 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$180M -$8.07M -74,767 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$177M +$33.9M +313,900 +25%
Bank of America
20
Bank of America
North Carolina
$171M +$32.5M +301,549 +25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$161M -$96.4K -893 -0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$157M -$3.82M -35,420 -2%
Charles Schwab
23
Charles Schwab
California
$139M +$3.2M +29,611 +2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$138M -$1.49M -13,809 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$133M +$3.51M +32,503 +3%

DTE Hedge Fund Activity: Q1 2024 in Review

786 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2024, worth a combined $17.8B — up 1.5% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DTE positions and 53 closed out — a net gain of 39 holders — while 287 added to existing stakes and 238 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $222M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 786 institutional investors held DTE Energy (DTE) as of Q1 2024, up from 753 in Q4 2023.
  • Funds reported $17.8B of DTE Energy stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 92 funds opened new DTE Energy positions in Q1 2024 and 53 closed out, a net change of +39 holders.
  • The largest DTE Energy buyer in Q1 2024 was Janus Henderson Group, an estimated $222M added.
  • The largest DTE Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.