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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
LI
801
LRI Investments
Florida
$20.7K
SIM
802
Synergy Investment Management
Florida
$20.7K
CTA
803
Colonial Trust Advisors
South Carolina
$20K
HB
804
Horizon Bancorp
Indiana
$20K -$1.66K -13 -8%
SWIM
805
Smallwood Wealth Investment Management
New Jersey
$19.6K +$18.1K +142 New
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$19.4K
GKIM
807
GW&K Investment Management
Massachusetts
$19K
LSA
808
Leonteq Securities AG
Switzerland
$17.8K +$2.81K +22 +21%
BIM
809
Breakwater Investment Management
Washington
$17.7K
ADL
810
Asset Dedication LLC
California
$16.7K -$12.8K -100 -45%
BTD
811
BankPlus Trust Department
Mississippi
$16.6K
TWD
812
True Wealth Design
Ohio
$16.5K +$3.44K +27 +29%
SIC
813
Salem Investment Counselors
North Carolina
$16.4K +$2.81K +22 +23%
GSWM
814
Golden State Wealth Management
California
$16K -$383 -3 -3%
VWWMG
815
Vermillion & White Wealth Management Group
Pennsylvania
$15.3K +$14.2K +111 New
BWL
816
Bogart Wealth LLC
Virginia
$15.2K -$510 -4 -4%
CAL
817
Capital Analysts LLC
Pennsylvania
$15K
TWC
818
TD Waterhouse Canada
Ontario, Canada
$14.7K -$1.02K -8 -7%
NC
819
NewSquare Capital
Pennsylvania
$14.7K +$12.6K +99 +1,414%
NFSG
820
Newbridge Financial Services Group
Florida
$14.3K +$128 +1 +1%
CFS
821
CGC Financial Services
Oregon
$14K
BHWM
822
Beaird Harris Wealth Management
Texas
$13.8K -$93.8K -735 -88%
HSA
823
Hussman Strategic Advisors
Maryland
$13.8K
TCOV
824
Trust Company of Vermont
Vermont
$13.8K
USB
825
Union Savings Bank
Connecticut
$13.8K

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.