DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership4,378 shares
Latest Disclosed Value $ 619,181
Wetherby Asset Management Inc reports 1.15% decrease in ownership of DTE / DTE Energy Company

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 4,378 shares of DTE Energy Company (US:DTE) valued at $619,181 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 4,429 shares of DTE Energy Company. This represents a change in shares of -1.15% during the quarter. The current value of the position is $638,181 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)
2025-11-14 2025-09-30 13F DTE ENERGY COM 233331107 4,378 -51 -1.15 619 5.63 0.0253
2025-08-14 2025-06-30 13F DTE ENERGY COM 233331107 4,429 -45 -1.01 587 8.52 0.0261
2025-02-14 2024-12-31 13F DTE ENERGY COM 233331107 4,474 -198 -4.24 540 -9.85 0.0259
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 4,672 -13 -0.28 600 15.19 0.0274
2024-08-14 2024-06-30 13F DTE ENERGY COM 233331107 4,685 -73 -1.53 520 -2.44 0.0245
2024-05-15 2024-03-31 13F DTE ENERGY COM 233331107 4,758 8 0.17 534 1.91 0.0254
2024-02-14 2023-12-31 13F DTE ENERGY COM 233331107 4,750 1,343 39.42 524 54.73 0.0273
2023-11-14 2023-09-30 13F DTE ENERGY COM 233331107 3,407 -1,698 -33.26 338 -39.75 0.0192
2023-08-14 2023-06-30 13F DTE ENERGY COM 233331107 5,105 -29 -0.56 562 -0.18 0.0302
2023-05-12 2023-03-31 13F DTE ENERGY COM 233331107 5,134 1,417 38.12 562 28.90 0.0329
2023-02-14 2022-12-31 13F DTE ENERGY COM 233331107 3,717 402 12.13 437 14.44 0.0281
2022-11-14 2022-09-30 13F DTE ENERGY COM 233331107 3,315 -361 -9.82 381 -18.24 0.0269
2022-08-15 2022-06-30 13F DTE ENERGY COM 233331107 3,676 492 15.45 466 10.69 0.0318
2022-05-16 2022-03-31 13F DTE ENERGY COM 233331107 3,184 213 7.17 421 18.59 0.0241
2022-02-14 2021-12-31 13F DTE ENERGY COM 233331107 2,971 -14 -0.47 355 6.61 0.0199
2021-11-15 2021-09-30 13F DTE ENERGY COM 233331107 2,985 -23 -0.76 333 -14.62 0.0205
2021-08-16 2021-06-30 13F DTE ENERGY COM 233331107 3,008 61 2.07 390 -0.51 0.0238
2021-05-14 2021-03-31 13F DTE ENERGY COM 233331107 2,947 -91 -3.00 392 6.23 0.0299
2021-02-11 2020-12-31 13F DTE ENERGY COM 233331107 3,038 3,013 12,052.00 369 12,200.00 0.0250
2020-12-16 2020-09-30 13F/A-01 DTE ENERGY COM 233331107 2,954 -3 340 0.0312
2020-12-16 2020-09-30 13F/A-02 DTE ENERGY COM 233331107 25 -2,932 -99.15 3 -99.06 0.0090
2020-11-13 2020-09-30 13F DTE ENERGY COM 233331107 3,089 132 355 22,581.1171
2020-08-14 2020-06-30 13F DTE ENERGY COM 233331107 2,957 -31 -1.04 318 11.97 0.0301
2020-05-06 2020-03-31 13F DTE ENERGY COM 233331107 2,988 358 13.61 284 -16.96 0.0319
2020-01-28 2019-12-31 13F DTE ENERGY COM 233331107 2,630 4 0.15 342 -2.01 0.0337
2019-10-31 2019-09-30 13F DTE ENERGY COM 233331107 2,626 32 1.23 349 5.12 0.0364
2019-07-25 2019-06-30 13F DTE ENERGY COM 233331107 2,594 40 1.57 332 4.08 0.0363
2019-07-25 2019-03-31 13F/A-1 DTE ENERGY COM 233331107 2,554 74 2.98 319 16.42 0.0397
2019-05-09 2019-03-31 13F DTE ENERGY COM 233331107 2,554 74 319
2019-01-30 2018-12-31 13F DTE ENERGY COM 233331107 2,480 97 4.07 274 5.38 0.0388
2018-11-07 2018-09-30 13F DTE ENERGY COM 233331107 2,383 36 1.53 260 7.00 0.0321
2018-07-24 2018-06-30 13F DTE ENERGY COM 233331107 2,347 -47 -1.96 243 -2.80 0.0329
2018-05-04 2018-03-31 13F DTE ENERGY COM 233331107 2,394 51 2.18 250 -2.34 0.0345
2018-02-09 2017-12-31 13F DTE ENERGY COM 233331107 2,343 45 1.96 256 3.64 0.0355
2017-11-13 2017-09-30 13F DTE ENERGY COM 233331107 2,298 184 8.70 247 10.27 0.0367
2017-08-01 2017-06-30 13F DTE ENERGY COM 233331107 2,114 3 0.14 224 3.70 0.0381
2017-04-27 2017-03-31 13F DTE ENERGY COM 233331107 2,111 -13 -0.61 216 3.35 0.0388
2017-02-08 2016-12-31 13F DTE ENERGY COM 233331107 2,124 2,124 209 0.0409
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.