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DTE Energy

920 hedge funds and large institutions have $23.4B invested in DTE Energy in 2025 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 288 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $58.1M | Put options by funds: $5.39M

21% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 288

13% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 84

7% more capital invested

Capital invested by funds: $21.8B → $23.4B (+$1.58B)

0.31% more ownership

Funds ownership: 79.2%79.51% (+0.31%)

1% less funds holding

Funds holding: 930920 (-10)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
920
Holders Change
-10
Holders Change %
-1.08%
% of All Funds
12.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
95
Increased
348
Reduced
288
Closed
84
Calls
$58.1M
Puts
$5.39M
Net Calls
+$52.7M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
551
Paragon Private Wealth Management
Kentucky
$350K -$44.5K -325 -12%
DT
552
Diversified Trust
Tennessee
$349K +$11.5K +84 +4%
ONSWM
553
Old North State Wealth Management
North Carolina
$349K -$130K -949 -28%
MCA
554
Midwest Capital Advisors
Michigan
$349K
AWM
555
Affinity Wealth Management
Delaware
$348K
AF
556
Advisornet Financial
Minnesota
$345K +$237K +1,733 +247%
RIA
557
Regal Investment Advisors
Michigan
$344K +$2.19K +16 +0.7%
FRA
558
Frank Rimerman Advisors
California
$342K +$332K +2,421 New
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$342K +$4.11K +30 +1%
MIA
560
MeadowBrook Investment Advisors
Michigan
$342K
GRP
561
Global Retirement Partners
California
$340K +$136K +993 +70%
RIS
562
Retirement Income Solutions
Michigan
$340K +$4.93K +36 +2%
TWA
563
TCI Wealth Advisors
Arizona
$334K -$274 -2 -0.1%
RWMG
564
Redwood Wealth Management Group
New Jersey
$333K
PCIA
565
Prime Capital Investment Advisors
Kansas
$332K +$2.19K +16 +0.7%
SFC
566
Summit Financial Consulting
Michigan
$332K +$411 +3 +0.1%
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$331K -$5.34K -39 -2%
CWS
568
Confluence Wealth Services
Pennsylvania
$330K -$76.7K -560 -19%
TI
569
Tidal Investments
Wisconsin
$329K +$30.3K +221 +10%
AC
570
AlphaCore Capital
California
$328K +$24.9K +182 +9%
HP
571
Hilltop Partners
Indiana
$326K
PWM
572
PBMares Wealth Management
Virginia
$325K
FTWA
573
Fifth Third Wealth Advisors
Ohio
$320K -$8.77K -64 -3%
ZF
574
Zhang Financial
Michigan
$320K +$310K +2,261 New
HSA
575
HBK Sorce Advisory
Pennsylvania
$319K +$3.42K +25 +1%

DTE Hedge Fund Activity: Q3 2025 in Review

920 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q3 2025, worth a combined $23.4B — up 7.3% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DTE positions and 84 closed out — a net gain of 11 holders — while 348 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $329M. The largest seller was Capital Research Global Investors, cutting an estimated $283M.

  • 920 institutional investors held DTE Energy (DTE) as of Q3 2025, down from 930 in Q2 2025.
  • Funds reported $23.4B of DTE Energy stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 95 funds opened new DTE Energy positions in Q3 2025 and 84 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $329M added.
  • The largest DTE Energy seller in Q3 2025 was Capital Research Global Investors, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2025.