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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
LAM
651
Longboard Asset Management
Arizona
$230K
EWA
652
EverSource Wealth Advisors
Alabama
$230K +$58.7K +460 +38%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$212K +1,665 New
SCM
654
Stevens Capital Management
Pennsylvania
$230K +$212K +1,661 New
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$229K +$211K +1,654 New
CFG
656
Citizens Financial Group
Rhode Island
$228K +$209K +1,641 New
CI
657
CX Institutional
Indiana
$227K +$210K +1,645 New
VF
658
Virtu Financial
New York
$227K +$210K +1,646 New
TCOT
659
Trust Company of Toledo
Ohio
$226K -$8.93K -70 -4%
AIA
660
Affinity Investment Advisors
California
$224K +$207K +1,620 New
TIA
661
Trust Investment Advisors
Indiana
$223K +$206K +1,611 New
PEAK6
662
PEAK6
Illinois
$222K -$75.4K -591 -27%
CPRC
663
Consolidated Portfolio Review Corp
New York
$221K +$204K +1,601 New
SIMG
664
Sonora Investment Management Group
Arizona
$221K -$9.57K -75 -4%
BNP Paribas Asset Management
665
BNP Paribas Asset Management
France
$221K +$205K +1,603 New
CC
666
Callan Capital
California
$218K +$201K +1,578 New
OPA
667
Old Port Advisors
Maine
$218K -$13.5K -106 -6%
RFC
668
Regions Financial Corp
Alabama
$218K +$201K +1,577 New
CAM
669
Centre Asset Management
New York
$218K +$202K +1,580 New
SLC
670
Second Line Capital
Louisiana
$217K +$199K +1,556 New
TCA
671
Transcend Capital Advisors
New Jersey
$217K +$200K +1,567 New
GVAG
672
Great Valley Advisor Group
Delaware
$215K +$199K +1,562 New
CWM
673
Cranbrook Wealth Management
Michigan
$214K -$4.85K -38 -2%
DAM
674
Delta Asset Management
Tennessee
$211K
MA
675
MCF Advisors
Kentucky
$210K

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.