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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
526
Kaydan Wealth Management
Michigan
$387K
SAM
527
Smartleaf Asset Management
Massachusetts
$386K +$35.1K +275 +11%
CWS
528
Confluence Wealth Services
Pennsylvania
$386K -$12.3K -96 -3%
MOS
529
MGO One Seven
Ohio
$382K -$4.85K -38 -1%
BTI
530
Blue Trust Inc
Georgia
$377K +$35.5K +278 +11%
EC
531
EntryPoint Capital
New York
$374K +$345K +2,705 New
BEI
532
Benjamin Edwards Inc
Missouri
$373K +$63.5K +498 +23%
NB
533
NBT Bank
New York
$371K
XT
534
XTX Topco
Cayman Islands
$370K +$342K +2,677 New
IWA
535
Icon Wealth Advisors
Texas
$368K -$128 -1 -0%
NP
536
NorthRock Partners
Minnesota
$362K +$9.19K +72 +3%
IPWA
537
International Private Wealth Advisors
California
$361K +$38.5K +302 +13%
SBIA
538
Sheaff Brock Investment Advisors
Indiana
$360K
PTC
539
Petrus Trust Company
Texas
$358K +$330K +2,587 New
TIAA Trust, National Association
540
TIAA Trust, National Association
North Carolina
$353K -$8.93K -70 -3%
AF
541
Allworth Financial
California
$352K +$16.6K +130 +5%
DT
542
Diversified Trust
Tennessee
$350K +$23.4K +183 +8%
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$350K +$1.66K +13 +0.5%
JCM
544
J2 Capital Management
Michigan
$350K
SW
545
SkyOak Wealth
Michigan
$349K +$44.7K +350 +16%
EH
546
Equitable Holdings
New York
$348K +$70.7K +554 +28%
RBC
547
Romano Brothers & Co
Illinois
$347K
WCM
548
WealthBridge Capital Management
Ohio
$347K +$255 +2 +0.1%
WorldQuant Millennium Advisors
549
WorldQuant Millennium Advisors
New York
$345K -$4.89M -38,313 -94%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
550
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$342K -$1.56M -12,218 -83%

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.