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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
S
501
SignatureFD
Georgia
$438K -$3.7K -29 -0.9%
OHWP
502
Oak Harbor Wealth Partners
North Carolina
$438K +$404K +3,165 New
AssetMark Inc
503
AssetMark Inc
California
$433K -$51.3K -402 -11%
BWM
504
Brown Wealth Management
Illinois
$429K +$3.7K +29 +0.9%
BWG
505
Balanced Wealth Group
Ohio
$427K
PPWM
506
Paragon Private Wealth Management
Kentucky
$427K -$16.2K -127 -4%
CFCI
507
Comprehensive Financial Consultants Institutional
Indiana
$426K
FC
508
FORA Capital
Florida
$425K +$392K +3,074 New
BCM
509
Brookstone Capital Management
Illinois
$421K +$1.02K +8 +0.3%
RIS
510
Retirement Income Solutions
Michigan
$419K +$5.74K +45 +2%
PWMG
511
Pinnacle Wealth Management Group
Michigan
$418K -$7.27K -57 -2%
PAM
512
Palisade Asset Management
Minnesota
$415K
SGAM
513
Smith Group Asset Management
Texas
$415K
FAN
514
Financial Advisors Network
California
$414K +$11.6K +91 +3%
RS
515
R Squared
Hong Kong
$413K +$382K +2,990 New
ACA
516
Aptus Capital Advisors
Alabama
$412K +$7.15K +56 +2%
SP
517
Stonebrook Private
Michigan
$411K -$113K -882 -23%
VSQM
518
V-Square Quantitative Management
Illinois
$407K
IA
519
Integrity Alliance
Iowa
$406K +$375K +2,939 New
OCBCO
520
Oversea-Chinese Banking Corp (OCBC)
Singapore
$401K +$370K +2,900 New
P8IP
521
Pier 88 Investment Partners
California
$400K
SOW
522
State of Wyoming
Wyoming
$398K +$367K +2,879 New
GAA
523
Global Assets Advisory
Florida
$396K +$383K +3,000 New
IGAM
524
iA Global Asset Management
Quebec, Canada
$393K +$362K +2,839 New
EWA
525
EP Wealth Advisors
California
$391K -$44.4K -348 -11%

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.