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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$109M +879,670 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.28B -$163M -1,320,035 -7%
BlackRock
3
BlackRock
New York
$2.07B +$27.7M +224,343 +1%
State Street
4
State Street
Massachusetts
$1.24B -$4.26M -34,513 -0.3%
Capital World Investors
5
Capital World Investors
California
$824M +$465M +3,766,221 +123%
Ameriprise
6
Ameriprise
Minnesota
$650M -$51.4M -416,912 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$593M +$14.2M +115,270 +2%
Boston Partners
8
Boston Partners
Massachusetts
$350M +$71.9M +582,643 +25%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$330M +$1.55M +12,554 +0.5%
Invesco
10
Invesco
Georgia
$297M +$101M +822,854 +50%
Morgan Stanley
11
Morgan Stanley
New York
$268M +$11.2M +91,151 +4%
Franklin Resources
12
Franklin Resources
California
$234M -$12.9M -104,715 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$233M -$19.5M -158,137 -8%
Northern Trust
14
Northern Trust
Illinois
$221M +$10.1M +81,935 +5%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$211M -$31M -251,457 -13%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$200M -$1.44M -11,643 -0.7%
Bank of America
17
Bank of America
North Carolina
$187M +$22.6M +183,075 +13%
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$184M -$580M -4,700,416 -76%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$167M -$6.52M -52,895 -4%
Charles Schwab
20
Charles Schwab
California
$158M +$3.93M +31,827 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$152M -$4.38M -35,486 -3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$140M -$169M -1,367,039 -54%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$140M +$3.18M +25,786 +2%
UBS Group
24
UBS Group
Switzerland
$133M +$34M +275,902 +33%
PAM
25
Panagora Asset Management
Massachusetts
$124M +$36.5M +295,756 +40%

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.