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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
RA
776
Rise Advisors
New York
$32K -$6.13K -48 -17%
TFIPS
777
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.8K
NEWAS
778
N.E.W. Advisory Services
Wisconsin
$30.9K +$28.5K +223 New
NAAA
779
New Age Alpha Advisors
New York
$29.6K -$178K -1,393 -87%
MWM
780
Mascoma Wealth Management
New Hampshire
$29.6K
SC
781
SouthState Corp
Florida
$29.5K +$27.2K +213 New
CFO
782
CVA Family Office
Colorado
$28.6K -$1.53K -12 -5%
MIFH
783
Migdal Insurance & Financial Holdings
Israel
$28K +$25.5K +200 New
M
784
MOTCO
Texas
$27.7K
DIP
785
DT Investment Partners
Pennsylvania
$27.5K
FNWM
786
Financial Network Wealth Management
Utah
$27K +$25.5K +200 New
LWANC
787
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K
AGWCA
788
Annis Gardner Whiting Capital Advisors
Florida
$26.9K +$383 +3 +2%
ETS
789
ESL Trust Services
New York
$26.4K
PA
790
PSI Advisors
Florida
$25.9K
CA
791
Centerpoint Advisors
Massachusetts
$25K
ST
792
Smithfield Trust
Pennsylvania
$25K
CCM
793
Cloud Capital Management
Washington
$25K +$23K +180 New
GBT
794
Grove Bank & Trust
Florida
$24.3K +$14.5K +114 +184%
CFD
795
Creative Financial Designs
Indiana
$24.2K
FFO
796
Fortitude Family Office
Arizona
$23.5K
AIM
797
Anchor Investment Management
South Carolina
$23.4K
MLA
798
MB, Levis & Associates
Pennsylvania
$22.7K
HWM
799
Hemington Wealth Management
Virginia
$22K +$2.68K +21 +15%
WF
800
Wayfinding Financial
Washington
$21K +$19.8K +155 New

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.