We are live on ! Find out more
DTE icon

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
LCM
676
LVM Capital Management
Michigan
$209K +$192K +1,508 New
AFG
677
Allegheny Financial Group
Pennsylvania
$208K +$192K +1,504 New
CAM
678
Cidel Asset Management
Ontario, Canada
$207K +$191K +1,497 New
LCWP
679
Legacy Capital Wealth Partners
Arkansas
$207K +$191K +1,495 New
TCM
680
Teza Capital Management
Illinois
$206K -$2.57M -20,120 -93%
VFA
681
Valeo Financial Advisors
Indiana
$204K +$188K +1,476 New
SOS
682
Silver Oak Securities
Tennessee
$203K +$1.02K +8 +0.5%
EB
683
Eastern Bank
Massachusetts
$202K +$12.8K +100 +7%
AWA
684
Arete Wealth Advisors
Illinois
$201K +$185K +1,451 New
AWM
685
Aprio Wealth Management
Georgia
$201K +$185K +1,452 New
RIL
686
Rothschild Investment LLC
Illinois
$200K +$5.49K +43 +3%
RFS
687
Richardson Financial Services
Massachusetts
$200K
CA
688
Clearstead Advisors
Ohio
$189K +$12.5K +98 +8%
GIA
689
GHP Investment Advisors
Colorado
$188K
FP
690
Financial Perspectives
Minnesota
$187K +$766 +6 +0.4%
TPCW
691
TD Private Client Wealth
New York
$186K +$7.91K +62 +5%
CA
692
Continuum Advisory
Idaho
$184K -$14K -110 -8%
SFI
693
Siemens Fonds Invest
Germany
$181K +$167K +1,307 New
AA
694
Ancora Advisors
Ohio
$180K +$134K +1,053 +421%
WSFS
695
Wilmington Savings Fund Society
Delaware
$175K -$25.9K -203 -14%
SIS
696
Sound Income Strategies
Florida
$164K +$128 +1 +0.1%
CBT
697
Crews Bank & Trust
Florida
$162K
BFS
698
Burkett Financial Services
South Carolina
$158K +$1.28K +10 +0.9%
SAM
699
S.A. Mason
Michigan
$157K +$638 +5 +0.4%
LC
700
Lindbrook Capital
California
$156K +$22.5K +176 +18%

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.