DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionBrookstone Capital Management
Latest Disclosed Ownership2,671 shares
Latest Disclosed Value $ 390,528
Brookstone Capital Management reports 13.42% decrease in ownership of DTE1 / DTE Energy Company

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 2,671 shares of DTE Energy Company (MX:DTE1) valued at $390,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,085 shares of DTE Energy Company. This represents a change in shares of -13.42% 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)
2026-04-16 2026-03-31 13F DTE ENERGY COM 233331107 2,671 -414 -13.42 391 -1.76 0.0045
2026-01-15 2025-12-31 13F DTE ENERGY COM 233331107 3,085 35 1.15 398 -7.89 0.0046
2025-10-15 2025-09-30 13F DTE ENERGY COM 233331107 3,050 -1,923 -38.67 431 -34.50 0.0051
2025-07-30 2025-06-30 13F DTE ENERGY COM 233331107 4,973 1,931 63.48 659 56.67 0.0086
2025-04-29 2025-03-31 13F DTE ENERGY COM 233331107 3,042 8 0.26 421 14.75 0.0060
2025-01-13 2024-12-31 13F DTE ENERGY COM 233331107 3,034 -3 -0.10 366 -5.91 0.0053
2024-10-08 2024-09-30 13F DTE ENERGY COM 233331107 3,037 324 11.94 390 22.33 0.0057
2024-07-18 2024-06-30 13F DTE ENERGY COM 233331107 2,713 -96 -3.42 318 1.27 0.0053
2024-04-15 2024-03-31 13F DTE ENERGY COM 233331107 2,809 81 2.97 315 4.67 0.0056
2024-01-11 2023-12-31 13F DTE ENERGY COM 233331107 2,728 4 0.15 301 14.07 0.0058
2023-10-20 2023-09-30 13F DTE ENERGY COM 233331107 2,724 -25 -0.91 263 -12.91 0.0058
2023-07-11 2023-06-30 13F DTE ENERGY COM 233331107 2,749 36 1.33 302 -0.98 0.0061
2023-04-19 2023-03-31 13F DTE ENERGY COM 233331107 2,713 -16 -0.59 306 -6.15 0.0060
2023-01-09 2022-12-31 13F DTE ENERGY COM 233331107 2,729 -6 -0.22 326 15.25 0.0066
2022-10-14 2022-09-30 13F DTE ENERGY COM 233331107 2,735 3 0.11 282 -17.30 0.0065
2022-07-11 2022-06-30 13F DTE ENERGY COM 233331107 2,732 -7 -0.26 341 -9.07 0.0075
2022-04-12 2022-03-31 13F DTE ENERGY COM 233331107 2,739 -2,104 -43.44 375 -35.34 0.0073
2022-01-11 2021-12-31 13F DTE ENERGY COM 233331107 4,843 -1,660 -25.53 580 -21.73 0.0100
2021-11-03 2021-09-30 13F DTE ENERGY COM 233331107 6,503 644 10.99 741 10.10 0.0133
2021-07-14 2021-06-30 13F DTE ENERGY COM 233331107 5,859 730 14.23 673 -1.46 0.0121
2021-04-16 2021-03-31 13F DTE ENERGY COM 233331107 5,129 -2,261 -30.60 683 -23.86 0.0262
2021-01-13 2020-12-31 13F DTE ENERGY COM 233331107 7,390 3 0.04 897 5.53 0.0356
2020-10-13 2020-09-30 13F DTE ENERGY COM 233331107 7,387 -46 -0.62 850 6.38 0.0393
2020-07-21 2020-06-30 13F DTE ENERGY COM 233331107 7,433 -729 -8.93 799 3.10 0.0498
2020-04-14 2020-03-31 13F DTE ENERGY COM 233331107 8,162 949 13.16 775 -17.29 0.0446
2020-01-29 2019-12-31 13F DTE ENERGY COM 233331107 7,213 3,606 99.97 937 95.21 0.0476
2019-10-18 2019-09-30 13F DTE ENERGY COM 233331107 3,607 1,373 61.46 480 67.83 0.0261
2019-07-25 2019-06-30 13F DTE ENERGY COM 233331107 2,234 -524 -19.00 286 -16.86 0.0165
2019-04-18 2019-03-31 13F DTE ENERGY COM 233331107 2,758 255 10.19 344 24.64 0.0223
2019-02-05 2018-12-31 13F DTE ENERGY COM 233331107 2,503 -385 -13.33 276 -12.38 0.0209
2018-11-05 2018-09-30 13F DTE ENERGY COM 233331107 2,888 512 21.55 315 28.05 0.0240
2018-08-06 2018-06-30 13F DTE ENERGY COM 233331107 2,376 -9 -0.38 246 -1.20 0.0214
2018-04-23 2018-03-31 13F DTE ENERGY COM 233331107 2,385 -218 -8.37 249 -12.63 0.0226
2018-02-07 2017-12-31 13F DTE ENERGY COM 233331107 2,603 2,603 285 0.0256
2016-04-14 2016-03-31 13F DTE ENERGY CO COM COM 233331107 0 0 0 0.0000
2016-01-14 2015-12-31 13F DTE ENERGY CO COM COM 233331107 0 -834 -100.00 0 -100.00
2015-10-28 2015-09-30 13F DTE ENERGY CO COM COM 233331107 834 3 0.36 67 8.06 0.0122
2015-08-11 2015-06-30 13F DTE ENERGY CO COM COM 233331107 831 831 62 0.0078
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.