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DTE Energy

921 hedge funds and large institutions have $22.4B invested in DTE Energy in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 336 increasing their positions, 281 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 60

86% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $20.9M

20% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 281

16% more capital invested

Capital invested by funds: $19.3B → $22.4B (+$3.13B)

5% more funds holding

Funds holding: 876921 (+45)

1.02% more ownership

Funds ownership: 77.05%78.07% (+1%)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
921
Holders Change
+45
Holders Change %
+5.14%
% of All Funds
12.35%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
120
Increased
336
Reduced
281
Closed
60
Calls
$38.8M
Puts
$20.9M
Net Calls
+$17.9M
Net Calls Change
+$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Paradigm Asset Management
New York
$1.55M
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$1.53M
AAS
303
Ameritas Advisory Services
Nebraska
$1.51M +$1.4M +10,963 New
Truist Financial
304
Truist Financial
North Carolina
$1.51M -$140K -1,095 -9%
SAM
305
Securian Asset Management
Minnesota
$1.51M -$25.5K -200 -2%
JFGIW
306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M +$222K +1,739 +20%
SOAMC
307
Spirit of America Management Corp
New York
$1.44M +$51K +400 +4%
RGF
308
Retirement Guys Formula
Ohio
$1.42M +$92.3K +723 +8%
William Blair & Company
309
William Blair & Company
Illinois
$1.41M -$12.5K -98 -1%
BWM
310
Bernard Wealth Management
Michigan
$1.41M +$12.9K +101 +1%
TC
311
TownSquare Capital
Utah
$1.39M +$99.3K +778 +8%
PAS
312
Park Avenue Securities
New York
$1.37M +$3.19K +25 +0.3%
EF
313
Empowered Funds
Pennsylvania
$1.37M +$844K +6,614 +201%
HI
314
Horizon Investments
North Carolina
$1.37M +$92.6K +726 +8%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$1.36M +$463K +3,630 +58%
BMSSC
316
B. Metzler seel. Sohn & Co
Germany
$1.35M
NMERB
317
New Mexico Educational Retirement Board
New Mexico
$1.34M -$25.5K -200 -2%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$1.34M -$175K -1,375 -12%
IPW
319
Impact Partnership Wealth
Georgia
$1.31M +$1.21M +9,449 New
LWL
320
Leo Wealth LLC
Texas
$1.3M +$29.1K +228 +2%
JIC
321
Johnson Investment Counsel
Ohio
$1.29M +$129K +1,009 +12%
CB
322
Cadence Bank
Mississippi
$1.28M -$30.6K -240 -3%
AWS
323
Atria Wealth Solutions
New York
$1.27M -$4.85K -38 -0.4%
AWM
324
Axxcess Wealth Management
California
$1.26M -$286K -2,239 -20%
CL
325
Choreo LLC
Illinois
$1.26M -$3.32K -26 -0.3%

DTE Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q1 2025, worth a combined $22.4B — up 16% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DTE positions and 60 closed out — a net gain of 60 holders — while 336 added to existing stakes and 281 trimmed.

The largest buyer was Capital World Investors, adding an estimated $374M. The largest seller was Balyasny Asset Management, cutting an estimated $102M.

  • 921 institutional investors held DTE Energy (DTE) as of Q1 2025, up from 876 in Q4 2024.
  • Funds reported $22.4B of DTE Energy stock for Q1 2025, up 16% quarter-over-quarter.
  • 120 funds opened new DTE Energy positions in Q1 2025 and 60 closed out, a net change of +60 holders.
  • The largest DTE Energy buyer in Q1 2025 was Capital World Investors, an estimated $374M added.
  • The largest DTE Energy seller in Q1 2025 was Balyasny Asset Management, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2025.