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DTE Energy

949 hedge funds and large institutions have $20.9B invested in DTE Energy in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 310 increasing their positions, 326 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 326

1.55% less ownership

Funds ownership: 79.51%77.96% (-1.5%)

10% less capital invested

Capital invested by funds: $23.4B → $20.9B (-$2.44B)

Holders
949
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$13.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1001
Premier Path Wealth Partners
New Jersey
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
CI
1003
Conning Inc
Connecticut
WPC
1004
Wedmont Private Capital
Pennsylvania
Financial Engines Advisors
1005
Financial Engines Advisors
California
GI
1006
Gradient Investments
Minnesota
CAM
1007
Cozad Asset Management
Illinois
LCWP
1008
Legacy Capital Wealth Partners
Arkansas
NRS
1009
Neville Rodie & Shaw
New York
AWA
1010
Arete Wealth Advisors
Illinois
SLC
1011
Second Line Capital
Louisiana
LSA
1012
Leonteq Securities AG
Switzerland
TIM
1013
Tortoise Investment Management
New York
LCM
1014
Logan Capital Management
Pennsylvania
GWSG
1015
GPS Wealth Strategies Group
Colorado
CIAM
1016
Caitong International Asset Management
Hong Kong
TCM
1017
TruNorth Capital Management
Michigan
RA
1018
Rise Advisors
New York
CCM
1019
Cloud Capital Management
Washington
CT
1020
Clearstead Trust
Maine
CAL
1021
Capital Analysts LLC
Pennsylvania
HHGA
1022
Halbert Hargrove Global Advisors
California
GFM
1023
GF Fund Management
China
SIC
1024
Salem Investment Counselors
North Carolina
JWM
1025
JPL Wealth Management
Colorado