DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership2,404 shares
Latest Disclosed Value $ 351,533
Belpointe Asset Management LLC reports 0.17% increase in ownership of DTE1 / DTE Energy Company

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 2,404 shares of DTE Energy Company (MX:DTE1) valued at $351,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,400 shares of DTE Energy Company. This represents a change in shares of 0.17% 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.

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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)
2026-04-28 2026-03-31 13F DTE ENERGY COM 233331107 2,404 4 0.17 352 13.59 0.0128
2026-01-27 2025-12-31 13F DTE ENERGY COM 233331107 2,400 527 28.14 310 17.05 0.0112
2025-11-03 2025-09-30 13F DTE ENERGY COM 233331107 1,873 -209 -10.04 265 -4.00 0.0101
2025-07-22 2025-06-30 13F DTE ENERGY COM 233331107 2,082 7 0.34 276 -4.18 0.0115
2025-05-20 2025-03-31 13F DTE ENERGY COM 233331107 2,075 -42 -1.98 287 8.71 0.0149
2025-02-13 2024-12-31 13F DTE ENERGY COM 233331107 2,117 -20 -0.94 265 -3.65 0.0159
2024-11-13 2024-09-30 13F DTE ENERGY COM 233331107 2,137 41 1.96 274 18.10 0.0165
2024-08-02 2024-06-30 13F DTE ENERGY COM 233331107 2,096 -276 -11.64 233 -12.78 0.0162
2024-05-08 2024-03-31 13F DTE ENERGY COM 233331107 2,372 -141 -5.61 266 -3.97 0.0199
2024-02-13 2023-12-31 13F DTE ENERGY COM 233331107 2,513 499 24.78 277 38.50 0.0243
2023-11-15 2023-09-30 13F DTE ENERGY COM 233331107 2,014 180 9.81 200 -0.50 0.0207
2023-08-15 2023-06-30 13F DTE ENERGY COM 233331107 1,834 -1,370 -42.76 202 -42.74 0.0214
2023-05-15 2023-03-31 13F DTE ENERGY COM 233331107 3,204 482 17.71 351 10.03 0.0190
2023-02-08 2022-12-31 13F DTE ENERGY COM 233331107 2,722 -831 -23.39 320 -22.00 0.0193
2022-11-14 2022-09-30 13F DTE ENERGY COM 233331107 3,553 -27 -0.75 409 -9.91 0.0276
2022-08-02 2022-06-30 13F DTE ENERGY COM 233331107 3,580 220 6.55 454 2.25 0.0304
2022-04-28 2022-03-31 13F DTE ENERGY COM 233331107 3,360 -5,781 -63.24 444 -59.34 0.0269
2022-02-15 2021-12-31 13F DTE ENERGY COM 233331107 9,141 695 8.23 1,092 15.68 0.0681
2021-11-15 2021-09-30 13F DTE ENERGY COM 233331107 8,446 6,142 266.58 944 216.78 0.0644
2021-08-09 2021-06-30 13F DTE ENERGY COM 233331107 2,304 524 29.44 298 26.27 0.0214
2021-05-14 2021-03-31 13F DTE ENERGY COM 233331107 1,780 -471 -20.92 236 -13.55 0.0202
2021-02-16 2020-12-31 13F DTE ENERGY COM 233331107 2,251 -249 -9.96 273 -5.21 0.0245
2020-11-13 2020-09-30 13F/A-1 DTE ENERGY COM 233331107 2,500 -57 -2.23 288 4.73 0.0321
2020-11-13 2020-09-30 13F DTE ENERGY COM 233331107 1,551 147
2020-07-20 2020-06-30 13F DTE ENERGY COM 233331107 2,557 1,006 64.86 275 87.07 0.0356
2020-07-20 2020-03-31 13F DTE ENERGY COM 233331107 1,551 -468 -23.18 147 -43.89 0.0257
2020-02-18 2019-12-31 13F DTE ENERGY COM 233331107 2,019 1,163 135.86 262 129.82 0.0332
2020-01-16 2019-09-30 13F DTE ENERGY COM 233331107 856 856 114 0.0184
2019-03-06 2018-12-31 13F DTE ENERGY COM 233331107 0 -4,972 -100.00 0 -100.00
2018-11-23 2018-09-30 13F DTE ENERGY COM 233331107 4,972 4,972 543 0.0859
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.