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DTE Energy
DTE

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: 876 → 921 (+45)

1.02% more ownership

Funds ownership: 77.05% → 78.07% (+1%)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$374M
2
Millennium Management
Millennium Management
New York
+$111M
3
Goldman Sachs
Goldman Sachs
New York
+$81.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$65.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$54.6M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$102M
2
Franklin Resources
Franklin Resources
California
-$56.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$46.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$37.2M
5
WHRC
W.H. Reaves & Co
New Jersey
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
876
Aventura Private Wealth
Florida
$2.9K – – –
WCM
877
WealthTrak Capital Management
Virginia
$2.9K +$383 +3 +17%
HWP
878
Highline Wealth Partners
California
$2.77K -$638 -5 -20%
GFPC
879
Global Financial Private Client
Florida
$2.35K +$1.15K +9 +113%
AG
880
AmeriFlex Group
Nevada
$2.23K – – –
VWA
881
Valued Wealth Advisors
Utah
$2.23K – – –
OCM
882
Osterweis Capital Management
California
$2.07K +$1.91K +15 New
TCA
883
Trifecta Capital Advisors
Illinois
$1.94K – – –
PWAM
884
Private Wealth Asset Management
Iowa
$1.94K +$1.79K +14 New
PPC
885
Park Place Capital
Alabama
$1.8K – – –
AWM
886
Abound Wealth Management
Tennessee
$1.66K – – –
JFA
887
JNBA Financial Advisors
Minnesota
$1.66K – – –
DPW
888
DiNuzzo Private Wealth
Pennsylvania
$1.66K +$255 +2 +20%
GP
889
Greenline Partners
New York
$1.66K +$1.53K +12 New
TSMHT
890
Thurston Springer Miller Herd & Titak
Indiana
$1.66K -$12.3K -96 -89%
HFS
891
Hughes Financial Services
Virginia
$1.66K +$1.53K +12 New
CWP
892
Clark Wealth Partners
Illinois
$1.52K – – –
TC
893
Truvestments Capital
Florida
$1.52K – – –
DWM
894
Dogwood Wealth Management
Kansas
$1.38K +$1.28K +10 New
CTWM
895
Cherry Tree Wealth Management
Minnesota
$1.25K – – –
VNA
896
Valley National Advisers
Pennsylvania
$1K – – –
AWM
897
Activest Wealth Management
Florida
$968 +$893 +7 New
GJIA
898
Glass Jacobson Investment Advisors
Maryland
$966 – – –
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$844 – – –
PWA
900
Principia Wealth Advisory
Texas
$783 +$128 +1 +20%
34 35
36
37 38

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.