DTE Energy

DTE • NYSE

DTE Energy is a regulated electric company in the utilities sector on NYSE, led by Gerardo Norcia, with a market cap of $27.0B. As of Q3 2025, 79% of shares are held by 896 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.3%.

Chairman and CEO of DTE EnergyGerardo Norcia

Market Cap$27.0B

Regulated Electric

Utilities

Employees10.0K

Websitedteenergy.com

Country

United States of America

Overview

Overview of institutional ownership in DTE as of Q3 2025 with a market cap of $29.4B

All Institutions

Institutions: 896
Value Held: $23.3B
Shares Held: 164.9M
Avg Position: $26.0M
Median Position: $618.2K

Hedge Funds

Hedge Funds: 43
Value Held: $994.5M
Shares Held: 7.0M
Avg Position: $23.1M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

76.09%

$22.3B

Hedge Funds

3.39%

$994.5M

Retail & Other

20.52%

$6.0B

Based on market cap of $29.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in DTE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.6B 0.05% of portfolio	12.30% 25.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.5B 0.04% of portfolio	8.37% 17.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$1.7B 0.32% of portfolio	5.81% 12.1M shares	Q1 2020 Held for 5y 8m	$532.36B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.5B 0.05% of portfolio	5.21% 10.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
C Capital World Investors Institution	-	$1.4B 0.19% of portfolio	4.75% 9.9M shares	≤ Q2 2013 Held for 12y 5m+	$730.00B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$872.1M 0.54% of portfolio	2.97% 6.2M shares	Q1 2023 Held for 2y 8m	$161.58B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$788.0M 0.18% of portfolio	2.68% 5.6M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$771.3M 0.05% of portfolio	2.64% 5.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
GQG Partners LLC Long Only Manager	Timothy Jacob Carver CEO	$616.6M 0.95% of portfolio	2.10% 4.4M shares	Q2 2025 Held for 5 months	$65.1B
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$421.3M 0.19% of portfolio	1.44% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$218.74B

Net Capital Flow

Institutional buying and selling activity for DTE in Q3 2025

Traded: +$214.1M
Buyers: 435
Sellers: 367
Total Bought: +$1.4B
Total Sold: −$1.2B
Avg Position: $23.7M

Biggest Buyers

Institution	Net Bought	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$339.6M +2.4M shares	$872.1M 6.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$104.9M +742.1K shares	$117.9M 833.6K shares
Clearbridge Investments, LLC Long Only Manager	+$99.1M +700.4K shares	$375.5M 2.7M shares
AMERIPRISE FINANCIAL INC Institution	+$85.2M +602.6K shares	$788.0M 5.6M shares
C Capital World Investors Institution	+$78.1M +552.3K shares	$1.4B 9.9M shares
UBS Group AG Institution	+$61.3M +433.8K shares	$265.5M 1.9M shares
N NATIONAL BANK OF CANADA /FI/ Institution	+$47.9M +338.8K shares	$69.0M 488.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$37.7M +266.4K shares	$45.9M 324.6K shares
STATE STREET CORP Institution	+$35.3M +247.7K shares	$1.5B 10.8M shares
JPMORGAN CHASE & CO Institution	+$32.1M +226.7K shares	$177.7M 1.3M shares

Biggest Sellers

Institution	Net Sold	Current Position
Capital Research Global Investors RIA/Wealth	−$292.2M −2.1M shares	$1.7B 12.1M shares
GQG Partners LLC Long Only Manager	−$127.5M −901.3K shares	$616.6M 4.4M shares
N Neuberger Berman Group LLC Institution	−$75.4M −533.2K shares	$58.6M 414.3K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$74.0M −558.8K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$60.2M −425.8K shares	$3.6B 25.5M shares
GOLDMAN SACHS GROUP INC Institution	−$57.8M −408.8K shares	$160.9M 1.1M shares
R ROYAL BANK OF CANADA Institution	−$42.4M −300.1K shares	$99.3M 701.8K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$33.7M −238.1K shares	$6.0M 42.7K shares
R Robeco Institutional Asset Management B.V. Institution	−$20.9M −147.9K shares	$10.9M 77.2K shares
A Amundi Institution	−$19.8M −139.6K shares	$45.4M 320.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DTE in Q3 2025

New Positions: 40
New Value: $5.8M
Exited Positions: 87
Exited Value: $190.5M

New Positions

Institution	Position Value
Vestmark Advisory Solutions, Inc. Fund of Funds	$752.0K 5.3K shares
T TEMA ETFS LLC Institution	$478.5K 3.4K shares
B Baader Bank INC Institution	$406.3K 2.9K shares
BRIGHTON JONES LLC RIA/Wealth	$405.1K 2.9K shares
Savvy Advisors, Inc. RIA/Wealth	$368.1K 2.6K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$359.5K 2.5K shares
Frank, Rimerman Advisors LLC RIA/Wealth	$342.4K 2.4K shares
Zhang Financial LLC RIA/Wealth	$319.8K 2.3K shares
Kera Capital Partners, Inc. RIA/Wealth	$305.1K 2.2K shares
Sonoma Allocations LLC RIA/Wealth	$276.6K 2.0K shares

Exited Positions

Institution	Previous Position
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$74.0M 558.8K shares
Marshall Wace LLP Institution	$16.0M 121.0K shares
Trexquant Investment LP Hedge Fund•Quant	$14.6M 109.9K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$13.6M 102.5K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$9.0M 68.2K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.8M 58.8K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$7.7M 58.5K shares
B Banco Santander, S.A. Institution	$5.5M 41.6K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$4.3M 32.6K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$3.4M 25.8K shares

Options Activity

Institutions with the largest Call and Put options positions in DTE as of Q3 2025

Call Positions: 13
Call Value: $51.2M
Put Positions: 5
Put Value: $5.3M

Call Positions

Institution	Position Value
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$21.2M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.8M 553.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.1M 505.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$6.3M 443.0 contracts
J JANE STREET GROUP, LLC Institution	$3.8M 266.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.4M 241.0 contracts
UBS Group AG Institution	$707.2K 50.0 contracts
Walleye Trading LLC RIA/Wealth	$410.1K 29.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$212.1K 15.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$212.1K 15.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.4M 168.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 95.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$735.4K 52.0 contracts
W WOLVERINE TRADING, LLC Institution	$662.1K 47.0 contracts
Walleye Trading LLC RIA/Wealth	$141.4K 10.0 contracts

Most Committed Institutions

Institutions with DTE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	James Meyers Jampel Founder	6.95% $127.9M	0.44% 904.2K shares	Q2 2022 Held for 3y 5m	$1.8B
Y Yaupon Capital Management LP Hedge Fund•Multi-Strategy	Steven James Pattyn CIO	2.18% $42.2M	0.14% 298.1K shares	Q1 2022 Held for 3y 8m	$1.9B
G Gallo Partners, LP Hedge Fund•Sector	Michael Arthur Alfaro Founder	1.80% $2.4M	0.01% 16.9K shares	Q2 2025 Held for 5 months	$133.0M
Energy Income Partners, LLC Long Only Manager	James Jarvis Murchie CEO	1.79% $93.0M	0.32% 657.7K shares	Q1 2020 Held for 5y 8m	$5.2B
A Aventail Capital Group, LP Hedge Fund•Long/Short	John (Nmn) Lee COO	1.57% $32.9M	0.11% 232.9K shares	Q1 2024 Held for 1y 8m	$2.1B
Eley Financial Management, Inc RIA/Wealth	Damon Christian Meyer CEO	1.56% $4.3M	0.01% 30.7K shares	Q4 2022 Held for 2y 11m	$277.6M
R REAVES W H & CO INC Institution	-	1.48% $83.0M	0.28% 586.7K shares	≤ Q2 2013 Held for 12y 5m+	$5.6B
Blue Chip Partners, Inc. RIA/Wealth	Robert Kevin Steinberg President	1.35% $18.0M	0.06% 127.5K shares	Q4 2014 Held for 10y 11m	$1.3B
Stack Financial Management, Inc RIA/Wealth	James Bryan Stack CEO	1.31% $15.8M	0.05% 111.8K shares	Q2 2024 Held for 1y 5m	$1.2B
DUFF & PHELPS INVESTMENT MANAGEMENT CO Real Assets	George Robert Aylward Chairman	1.17% $102.9M	0.35% 727.5K shares	Q4 2021 Held for 3y 11m	$8.8B