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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
PCM
451
Prelude Capital Management
New York
$600K +$554K +4,338 New
PGAM
452
Princeton Global Asset Management
New Jersey
$595K
ECM
453
Everence Capital Management
Indiana
$595K
QC
454
Quantessence Capital
New York
$595K +$549K +4,300 New
FFA
455
Farther Finance Advisors
California
$589K +$188K +1,473 +53%
Lazard Asset Management
456
Lazard Asset Management
New York
$581K -$170K -1,334 -24%
CIC
457
Carnegie Investment Counsel
Ohio
$577K -$893 -7 -0.2%
MLA
458
My Legacy Advisors
Oregon
$571K +$12.1K +95 +2%
SAM
459
Secure Asset Management
Michigan
$571K +$38.9K +305 +8%
SAG
460
SageView Advisory Group
California
$570K -$18.1K -142 -3%
FWM
461
Foguth Wealth Management
Michigan
$567K +$255 +2 +0%
DTL
462
Dynamic Technology Lab
Singapore
$567K +$523K +4,101 New
VVP
463
Venture Visionary Partners
Ohio
$558K +$255 +2 +0%
CTC
464
Central Trust Company
Missouri
$558K -$1.91K -15 -0.4%
GT
465
Glenview Trust
Kentucky
$545K
MWM
466
MGB Wealth Management
Texas
$543K -$23K -180 -4%
PWM
467
Perigon Wealth Management
California
$543K -$891K -6,985 -64%
HWM
468
HB Wealth Management
Georgia
$542K +$29.1K +228 +6%
OIA
469
OneDigital Investment Advisors
Kansas
$542K +$9.95K +78 +2%
CPIG
470
Chicago Partners Investment Group
Illinois
$534K -$58.8K -461 -11%
HI
471
Harbour Investments
Wisconsin
$534K +$2.17K +17 +0.4%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$530K -$3.57K -28 -0.7%
CCM
473
Coldstream Capital Management
Washington
$529K +$1.4K +11 +0.3%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$529K
AWA
475
Arbor Wealth Advisors
Michigan
$527K

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.