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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
SIM
726
Sentry Investment Management
Wisconsin
$76K -$22.7K -178 -23%
SWM
727
Spire Wealth Management
Virginia
$75.2K -$241K -1,891 -78%
DSC
728
Duncker Streett & Co
Missouri
$75.1K
LCM
729
Logan Capital Management
Pennsylvania
$74K
GWSG
730
GPS Wealth Strategies Group
Colorado
$73.1K -$41.5K -325 -38%
FHA
731
First Horizon Advisors
Tennessee
$72.9K +$14.9K +117 +29%
CCA
732
Catalyst Capital Advisors
New York
$72.9K -$25.4K -199 -27%
SWA
733
SOA Wealth Advisors
New York
$72.6K +$638 +5 +1%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$72.5K +$1.79K +14 +3%
Loomis, Sayles & Company
735
Loomis, Sayles & Company
Massachusetts
$72K -$35.6K -279 -35%
CA
736
Crewe Advisors
Utah
$71.1K
OC
737
Oakworth Capital
Alabama
$69.3K
WT
738
Washington Trust
Rhode Island
$69.1K -$38.3K -300 -38%
RF
739
Rossby Financial
Florida
$68.6K +$64.9K +509 New
TFA
740
Toth Financial Advisory
Virginia
$67.6K
ANBT
741
American National Bank & Trust
Texas
$67.2K -$29.6K -232 -32%
RF
742
Robbins Farley
New Hampshire
$65.3K
FC
743
Fairscale Capital
New Hampshire
$65.1K
HCP
744
Hexagon Capital Partners
Arkansas
$60.3K +$2.68K +21 +5%
HWA
745
Heritage Wealth Advisors
Virginia
$55.3K -$3.19K -25 -6%
DCBT
746
Dakota Community Bank & Trust
North Dakota
$55.3K
GGI
747
Godsey & Gibb Inc
Virginia
$55.3K
BONH
748
Bank of New Hampshire
New Hampshire
$55.3K +$51K +400 New
QL
749
Quarry LP
New York
$55.2K -$106K -831 -68%
SN
750
Sittner & Nelson
Oregon
$51.3K

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.