DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership32,518 shares
Latest Disclosed Value $ 4,754,783
Baird Financial Group, Inc. reports 4.19% decrease in ownership of DTE1 / DTE Energy Company

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 32,518 shares of DTE Energy Company (MX:DTE1) valued at $4,754,783 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,939 shares of DTE Energy Company. This represents a change in shares of -4.19% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DTE ENERGY COM 233331107 32,518 -1,421 -4.19 4,755 8.61 0.0074
2026-02-13 2025-12-31 13F DTE ENERGY CO COM COMMON 233331107 33,939 -3,306 -8.88 4,377 -16.90 0.0068
2025-11-13 2025-09-30 13F DTE ENERGY COMMON 233331107 37,245 7,967 27.21 5,268 35.82 0.0085
2025-08-13 2025-06-30 13F DTE ENERGY CO COM COMMON 233331107 29,278 -139 -0.47 3,878 -4.65 0.0068
2025-05-15 2025-03-31 13F DTE ENERGY CO COM COMMON 233331107 29,417 1,078 3.80 4,067 18.88 0.0078
2025-02-14 2024-12-31 13F DTE ENERGY COMMON 233331107 28,339 10 0.04 3,422 -5.94 0.0065
2024-11-14 2024-09-30 13F DTE ENERGY COMMON 233331107 28,329 192 0.68 3,638 16.46 0.0071
2024-08-14 2024-06-30 13F DTE ENERGY COMMON 233331107 28,137 1,423 5.33 3,123 4.27 0.0065
2024-05-14 2024-03-31 13F DTE ENERGY COMMON 233331107 26,714 5,659 26.88 2,996 29.04 0.0063
2024-02-14 2023-12-31 13F DTE ENERGY COMMON 233331107 21,055 -2,554 -10.82 2,322 -0.94 0.0053
2023-11-13 2023-09-30 13F DTE ENERGY COMMON 233331107 23,609 1,557 7.06 2,344 -3.42 0.0064
2023-08-11 2023-06-30 13F DTE ENERGY COMMON 233331107 22,052 -2,505 -10.20 2,426 -9.78 0.0064
2023-05-15 2023-03-31 13F DTE ENERGY COMMON 233331107 24,557 1,130 4.82 2,690 134,350.00 0.0066
2023-02-13 2022-12-31 13F DTE ENERGY COMMON 233331107 23,427 -3,475 -12.92 3 -99.94 0.0072
2022-11-15 2022-09-30 13F DTE ENERGY COMMON 233331107 26,902 -1,021 -3.66 3,096 -12.52 0.0091
2022-08-08 2022-06-30 13F DTE ENERGY COMMON 233331107 27,923 276 1.00 3,539 -3.20 0.0098
2022-05-13 2022-03-31 13F DTE ENERGY COMMON 233331107 27,647 8,344 43.23 3,656 58.41 0.0090
2022-02-09 2021-12-31 13F DTE ENERGY CO COM COMMON 233331107 19,303 -173 -0.89 2,308 6.11 0.0054
2021-11-12 2021-09-30 13F DTE ENERGY CO COM COMMON 233331107 19,476 3,087 18.84 2,175 2.40 0.0056
2021-08-11 2021-06-30 13F DTE ENERGY CO COM COMMON 233331107 16,389 -2,514 -13.30 2,124 -15.61 0.0055
2021-05-13 2021-03-31 13F DTE ENERGY CO COM COMMON 233331107 18,903 796 4.40 2,517 14.46 0.0071
2021-02-11 2020-12-31 13F DTE ENERGY CO COM COMMON 233331107 18,107 674 3.87 2,199 9.62 0.0066
2020-11-12 2020-09-30 13F DTE ENERGY CO COM COMMON 233331107 17,433 2,297 15.18 2,006 23.29 0.0069
2020-10-22 2020-06-30 13F/A-1 DTE ENERGY CO COM COMMON 233331107 15,136 2,217 17.16 1,627 32.60 0.0061
2020-08-14 2020-06-30 13F DTE ENERGY CO COM COMMON 233331107 13,486 567 1,735 3,438.3758
2020-05-14 2020-03-31 13F DTE ENERGY CO COM COMMON 233331107 12,919 -1,471 -10.22 1,227 -34.31 0.0056
2020-02-14 2019-12-31 13F DTE ENERGY CO COM COMMON 233331107 14,390 4,325 42.97 1,868 39.61 0.0067
2019-11-14 2019-09-30 13F DTE ENERGY Common 233331107 10,065 1,265 14.38 1,338 18.83 0.0053
2019-08-14 2019-06-30 13F DTE ENERGY COMMON 233331107 8,800 3,903 79.70 1,126 84.29 0.0044
2019-05-14 2019-03-31 13F DTE ENERGY COMMON 233331107 4,897 -875 -15.16 611 -4.08 0.0036
2019-02-14 2018-12-31 13F DTE ENERGY COMMON 233331107 5,772 -756 -11.58 637 -10.53 0.0043
2018-11-13 2018-09-30 13F DTE Energy COMMON 233331107 6,528 593 9.99 712 15.77 0.0045
2018-08-13 2018-06-30 13F DTE ENERGY COMMON 233331107 5,935 793 15.42 615 14.53 0.0042
2018-05-14 2018-03-31 13F DTE Energy COMMON 233331107 5,142 50 0.98 537 -3.59 0.0038
2018-02-09 2017-12-31 13F DTE ENERGY COMMON 233331107 5,092 -427 -7.74 557 -6.07 0.0039
2017-11-14 2017-09-30 13F DTE ENERGY COMMON 233331107 5,519 -196 -3.43 593 -1.98 0.0045
2017-08-14 2017-06-30 13F DTE ENERGY COMMON 233331107 5,715 -55 -0.95 605 2.72 0.0047
2017-06-19 2017-03-31 13F/A-1 DTE ENERGY COMMON 233331107 5,770 1 0.02 589 3.70 0.0048
2017-05-09 2017-03-31 13F DTE ENERGY COMMON 233331107 5,770 589
2017-02-10 2016-12-31 13F DTE ENERGY COMMON 233331107 5,769 686 13.50 568 19.33 0.0049
2016-11-10 2016-09-30 13F DTE ENERGY COMMON 233331107 5,083 59 1.17 476 -4.03 0.0043
2016-08-11 2016-06-30 13F DTE ENERGY COMMON 233331107 5,024 229 4.78 496 14.02 0.0045
2016-05-12 2016-03-31 13F DTE ENERGY COMMON 233331107 4,795 44 0.93 435 14.17 0.0042
2016-02-11 2015-12-31 13F DTE ENERGY COMMON 233331107 4,751 180 3.94 381 3.81 0.0038
2015-11-12 2015-09-30 13F DTE ENERGY COMMON 233331107 4,571 772 20.32 367 29.23 0.0039
2015-08-14 2015-06-30 13F DTE ENERGY COMMON 233331107 3,799 3,799 284 0.0028
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.