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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
KWM
401
Kingsview Wealth Management
Oregon
$796K -$9.7K -76 -1%
LFP
402
Lakeshore Financial Planning
Michigan
$794K -$1.4K -11 -0.2%
EWS
403
Evergreen Wealth Solutions
Pennsylvania
$792K -$106K -829 -13%
CBUSF
404
Construction & Building Unions Superannuation Fund
Australia
$788K -$76.6K -600 -10%
MYLI
405
Meiji Yasuda Life Insurance
Japan
$783K +$24.9K +195 +4%
PA
406
Pinnacle Associates
New York
$782K -$3.44K -27 -0.5%
FIA
407
Foundations Investment Advisors
Arizona
$780K +$389K +3,047 +117%
Assenagon Asset Management
408
Assenagon Asset Management
Luxembourg
$779K -$56.5K -443 -7%
ECA
409
Elevated Capital Advisors
Utah
$778K +$20K +157 +3%
TA
410
Tectonic Advisors
Texas
$774K +$17K +133 +2%
OAM
411
Oppenheimer Asset Management
New York
$773K +$8.04K +63 +1%
Envestnet Portfolio Solutions
412
Envestnet Portfolio Solutions
Illinois
$769K -$37.5K -294 -5%
NRG
413
Nemes Rush Group
Michigan
$762K +$326K +2,558 +87%
RCAG
414
Rehmann Capital Advisory Group
Michigan
$759K +$136K +1,067 +24%
MAS
415
Meeder Advisory Services
Ohio
$739K +$255 +2 +0%
SIA
416
Schechter Investment Advisors
Michigan
$734K +$2.3K +18 +0.3%
LPT
417
Legacy Private Trust
Wisconsin
$731K
ISL
418
Ingalls & Snyder LLC
New York
$724K
Grantham, Mayo, Van Otterloo & Co (GMO)
419
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$720K +$664K +5,204 New
GWM
420
Geneos Wealth Management
Colorado
$718K +$394K +3,087 +147%
AWA
421
Acorn Wealth Advisors
Michigan
$708K +$3.96K +31 +0.6%
MFIM
422
Mesirow Financial Investment Management
Illinois
$705K -$2.3K -18 -0.4%
SHFA
423
SS&H Financial Advisors
Michigan
$705K -$6.38K -50 -1%
VA
424
Vident Advisory
Georgia
$705K +$294K +2,307 +83%
USAA
425
United Services Automobile Association
Texas
$702K +$656K +5,142 New

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.