DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership816,206 shares
Latest Disclosed Value $ 119,345,417
Dimensional Fund Advisors Lp reports 3.12% increase in ownership of DTE / DTE Energy Company

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 816,206 shares of DTE Energy Company (US:DTE) valued at $119,345,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 791,477 shares of DTE Energy Company. This represents a change in shares of 3.12% during the quarter. The current value of the position is $115,746,173 USD.

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.

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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)
2026-05-07 2026-03-31 13F DTE ENERGY COM 233331107 816,206 24,729 3.12 119,345 16.90 0.0053
2026-02-12 2025-12-31 13F DTE ENERGY COM 233331107 791,477 10,650 1.36 102,091 -7.55 0.0214
2025-11-12 2025-09-30 13F DTE ENERGY COM 233331107 780,827 6,335 0.82 110,428 7.65 0.0237
2025-08-12 2025-06-30 13F DTE ENERGY COM 233331107 774,492 10,740 1.41 102,583 -2.85 0.0238
2025-05-13 2025-03-31 13F DTE ENERGY COM 233331107 763,752 10,976 1.46 105,592 16.17 0.0262
2025-02-13 2024-12-31 13F DTE ENERGY COM 233331107 752,776 15,342 2.08 90,897 -4.00 0.0218
2024-11-07 2024-09-30 13F DTE ENERGY COM 233331107 737,434 7,151 0.98 94,686 16.79 0.0230
2024-08-09 2024-06-30 13F DTE ENERGY COM 233331107 730,283 67,086 10.12 81,071 9.01 0.0212
2024-05-10 2024-03-31 13F DTE ENERGY COM 233331107 663,197 35,151 5.60 74,371 7.40 0.0201
2024-02-07 2023-12-31 13F DTE ENERGY COM 233331107 628,046 -5,899 -0.93 69,249 10.03 0.0202
2023-11-09 2023-09-30 13F DTE ENERGY COM 233331107 633,945 -13,368 -2.07 62,936 -11.63 0.0206
2023-08-09 2023-06-30 13F DTE ENERGY COM 233331107 647,313 29,921 4.85 71,215 5.31 0.0227
2023-05-12 2023-03-31 13F DTE ENERGY COM 233331107 617,392 7,454 1.22 67,626 95,146.48 0.0228
2023-02-09 2022-12-31 13F DTE ENERGY COM 233331107 609,938 9,835 1.64 72 -99.90 0.0212
2022-11-10 2022-09-30 13F DTE ENERGY COM 233331107 600,103 7,108 1.20 69,055 -8.12 0.0265
2022-08-12 2022-06-30 13F DTE ENERGY COM 233331107 592,995 9,152 1.57 75,157 -2.64 0.0270
2022-05-13 2022-03-31 13F DTE ENERGY COM 233331107 583,843 -7,001 -1.18 77,192 9.29 0.0238
2022-02-09 2021-12-31 13F DTE ENERGY COM 233331107 590,844 1,003 0.17 70,628 7.18 0.0214
2021-11-12 2021-09-30 13F DTE ENERGY COM 233331107 589,841 5,959 1.02 65,898 -12.91 0.0212
2021-08-12 2021-06-30 13F DTE ENERGY COM 233331107 583,882 -2,751 -0.47 75,670 -3.12 0.0240
2021-05-14 2021-03-31 13F DTE ENERGY COM 233331107 586,633 -10,945 -1.83 78,106 7.67 0.0258
2021-03-08 2020-12-31 13F/A-2 DTE ENERGY COM 233331107 597,578 10,419 1.77 72,545 7.41 0.0262
2021-02-11 2020-12-31 13F DTE ENERGY COM 233331107 597,578 10,419 72,545 26,199.3980
2020-11-12 2020-09-30 13F DTE ENERGY COM 233331107 587,159 1,873 0.32 67,542 7.36 0.0286
2020-08-13 2020-06-30 13F DTE ENERGY COM 233331107 585,286 2,936 0.50 62,913 13.71 0.0277
2020-05-14 2020-03-31 13F DTE ENERGY COM 233331107 582,350 8,362 1.46 55,328 -25.77 0.0288
2020-02-14 2019-12-31 13F DTE ENERGY COM 233331107 573,988 14,572 2.60 74,540 0.22 0.0272
2019-11-12 2019-09-30 13F DTE ENERGY COM 233331107 559,416 39,231 7.54 74,378 11.81 0.0289
2019-08-13 2019-06-30 13F DTE ENERGY COM 233331107 520,185 14,325 2.83 66,520 5.43 0.0258
2019-08-12 2019-03-31 13F/A-2 DTE ENERGY COM 233331107 505,860 16,258 3.32 63,096 16.84 0.0251
2019-05-10 2019-03-31 13F DTE ENERGY COM 233331107 505,860 16,258 63,096
2019-02-26 2018-12-31 13F/A-1 DTE ENERGY COM 233331107 489,602 51,344 11.72 54,002 12.93 0.0245
2019-02-13 2018-12-31 13F DTE ENERGY COM 233331107 489,602 51,344 54,002
2018-11-13 2018-09-30 13F DTE ENERGY COM 233331107 438,258 14,465 3.41 47,818 8.88 0.0182
2018-08-10 2018-06-30 13F DTE ENERGY COM 233331107 423,793 5,488 1.31 43,919 0.57 0.0175
2018-05-11 2018-03-31 13F DTE ENERGY COM 233331107 418,305 -921 -0.22 43,669 -4.84 0.0182
2018-02-12 2017-12-31 13F DTE ENERGY COM 233331107 419,226 6,159 1.49 45,890 3.48 0.0190
2017-11-13 2017-09-30 13F DTE ENERGY COM 233331107 413,067 -242 -0.06 44,348 1.42 0.0194
2017-08-11 2017-06-30 13F DTE ENERGY COM 233331107 413,309 2,916 0.71 43,725 4.35 0.0202
2017-05-12 2017-03-31 13F DTE ENERGY COM 233331107 410,393 22,638 5.84 41,902 9.69 0.0200
2017-02-09 2016-12-31 13F DTE ENERGY COM 233331107 387,755 13,425 3.59 38,200 8.95 0.0191
2016-11-10 2016-09-30 13F DTE ENERGY COM 233331107 374,330 12,213 3.37 35,061 -2.30 0.0190
2016-08-09 2016-06-30 13F DTE ENERGY COM 233331107 362,117 13,368 3.83 35,885 13.50 0.0206
2016-05-13 2016-03-31 13F DTE ENERGY COM 233331107 348,749 6,753 1.97 31,617 15.26 0.0189
2016-02-10 2015-12-31 13F DTE ENERGY COM 233331107 341,996 16,871 5.19 27,430 5.00 0.0171
2015-11-13 2015-09-30 13F DTE ENERGY COM 233331107 325,125 5,696 1.78 26,123 9.56 0.0171
2015-08-14 2015-06-30 13F DTE ENERGY COM 233331107 319,429 38,532 13.72 23,843 5.20 0.0146
2015-05-14 2015-03-31 13F DTE ENERGY COM 233331107 280,897 27,313 10.77 22,665 3.45 0.0143
2015-02-06 2014-12-31 13F DTE ENERGY COM 233331107 253,584 3,977 1.59 21,909 15.37 0.0144
2014-11-13 2014-09-30 13F DTE ENERGY COM 233331107 249,607 9,076 3.77 18,990 1.39 0.0135
2014-08-08 2014-06-30 13F DTE ENERGY COM 233331107 240,531 1,982 0.83 18,729 5.71 0.0130
2014-05-14 2014-03-31 13F DTE ENERGY COM 233331107 238,549 1,265 0.53 17,717 12.47 0.0132
2014-02-12 2013-12-31 13F DTE ENERGY COM 233331107 237,284 11,177 4.94 15,753 5.60 0.0123
2013-11-13 2013-09-30 13F DTE ENERGY COM 233331107 226,107 18,355 8.84 14,917 7.16 0.0129
2013-08-15 2013-06-30 13F DTE ENERGY COM 233331107 207,752 207,752 13,920 0.0131
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.