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DTE Energy
DTE

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: 876 → 921 (+45)

1.02% more ownership

Funds ownership: 77.05% → 78.07% (+1%)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$374M
2
Millennium Management
Millennium Management
New York
+$111M
3
Goldman Sachs
Goldman Sachs
New York
+$81.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$65.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$54.6M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$102M
2
Franklin Resources
Franklin Resources
California
-$56.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$46.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$37.2M
5
WHRC
W.H. Reaves & Co
New Jersey
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
AGP Franklin
Tennessee
$285K – – –
AAS
602
Asset Allocation Strategies
Michigan
$284K – – –
CCA
603
Checchi Capital Advisers
California
$284K +$41.5K +325 +19%
CI
604
Cigna Investments
Connecticut
$283K -$4.98K -39 -2%
CAS
605
Coppell Advisory Solutions
Texas
$282K +$383 +3 +0.1%
Brown Advisory
606
Brown Advisory
Maryland
$282K +$260K +2,039 New
FFO
607
Fiduciary Family Office
Florida
$281K +$260K +2,034 New
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$280K – – –
BMCM
609
Bryn Mawr Capital Management
Pennsylvania
$280K – – –
GL
610
Graypoint LLC
New York
$279K +$9.44K +74 +4%
CAAS
611
Capital Asset Advisory Services
Michigan
$278K -$281K -2,199 -52%
IC
612
Iconiq Capital
California
$277K +$256K +2,004 New
XF
613
XML Financial
Maryland
$277K – – –
SC
614
Syon Capital
California
$274K +$253K +1,980 New
SMC
615
Smith, Moore & Co
Missouri
$273K – – –
DB
616
Danske Bank
Denmark
$273K – – –
DC
617
Dahring Cusmano
Michigan
$273K +$1.91K +15 +0.8%
BHWM
618
Bar Harbor Wealth Management
New Hampshire
$271K – – –
PS
619
Principal Securities
Iowa
$270K – – –
QFA
620
Quantum Financial Advisors
California
$270K +$18.6K +146 +8%
HIC
621
Hartline Investment Corp
Illinois
$269K – – –
GSEP
622
Golden State Equity Partners
California
$266K +$3.06K +24 +1%
OR
623
Olympiad Research
Connecticut
$266K +$246K +1,927 New
FA
624
Fermata Advisors
California
$264K +$2.17K +17 +0.9%
OF
625
Optimize Financial
California
$263K +$243K +1,903 New
23 24
25
26 27

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.