DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionDiversified Portfolios, Inc.
Latest Disclosed Ownership2,086 shares
Latest Disclosed Value $ 305,046
Diversified Portfolios, Inc. reports 1.79% decrease in ownership of DTE1 / DTE Energy Company

On May 6, 2026 - Diversified Portfolios, Inc. filed a 13F-HR form disclosing ownership of 2,086 shares of DTE Energy Company (MX:DTE1) valued at $305,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,124 shares of DTE Energy Company. This represents a change in shares of -1.79% 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)
2026-05-06 2026-03-31 13F DTE Energy COM 233331107 2,086 -38 -1.79 305 11.72 0.0251
2026-02-09 2025-12-31 13F DTE Energy COM 233331107 2,124 0 0.00 274 -9.00 0.0228
2025-11-12 2025-09-30 13F DTE Energy COM 233331107 2,124 0 0.00 300 6.76 0.0265
2025-08-11 2025-06-30 13F DTE Energy COM 233331107 2,124 232 12.26 281 7.66 0.0268
2025-04-22 2025-03-31 13F DTE Energy COM 233331107 1,892 7 0.37 262 14.98 0.0275
2025-01-29 2024-12-31 13F DTE Energy COM 233331107 1,885 7 0.37 228 -5.81 0.0248
2024-11-06 2024-09-30 13F DTE Energy COM 233331107 1,878 1,878 241 0.0271
2024-07-22 2024-06-30 13F DTE Energy COM 233331107 0 -2,283 -100.00 0 -100.00
2024-05-07 2024-03-31 13F DTE Energy COM 233331107 2,283 253 12.46 256 14.80 0.0360
2024-01-30 2023-12-31 13F DTE Energy COM 233331107 2,030 2,030 224 0.0352
2023-11-02 2023-09-30 13F DTE Energy COM 233331107 0 -2,010 -100.00 0 -100.00
2023-08-09 2023-06-30 13F DTE Energy COM 233331107 2,010 -1,476 -42.34 221 -41.99 0.0444
2023-05-02 2023-03-31 13F DTE Energy COM 233331107 3,486 112 3.32 382 -3.79 0.0850
2023-01-24 2022-12-31 13F DTE Energy COM 233331107 3,374 -290 -7.91 397 -6.16 0.0909
2022-11-07 2022-09-30 13F DTE Energy COM 233331107 3,664 1,540 72.50 422 56.88 0.1136
2022-08-09 2022-06-30 13F DTE Energy COM 233331107 2,124 -1,540 -42.03 269 -44.42 0.0766
2022-05-12 2022-03-31 13F DTE Energy COM 233331107 3,664 0 0.00 484 10.50 0.1160
2022-01-31 2021-12-31 13F DTE Energy COM 233331107 3,664 0 0.00 438 7.09 0.1053
2021-11-15 2021-09-30 13F DTE Energy COM 233331107 3,664 0 0.00 409 -13.89 0.1131
2021-08-03 2021-06-30 13F DTE Energy COM 233331107 3,664 1,218 49.80 475 45.71 0.1790
2021-05-04 2021-03-31 13F DTE Energy COM 233331107 2,446 -100 -3.93 326 5.50 0.1072
2021-02-09 2020-12-31 13F DTE Energy COM 233331107 2,546 100 4.09 309 9.96 0.1105
2020-10-28 2020-09-30 13F DTE Energy COM 233331107 2,446 0 0.00 281 6.84 0.1215
2020-08-04 2020-06-30 13F DTE Energy COM 233331107 2,446 0 0.00 263 13.36 0.1258
2020-05-12 2020-03-31 13F DTE Energy COM 233331107 2,446 -12 -0.49 232 -27.27 0.1287
2020-02-04 2019-12-31 13F DTE Energy COM 233331107 2,458 30 1.24 319 -1.24 0.1511
2019-11-12 2019-09-30 13F DTE Energy COM 233331107 2,428 0 0.00 323 3.86 0.1634
2019-08-13 2019-06-30 13F DTE Energy COM 233331107 2,428 -147 -5.71 311 -3.12 0.1709
2019-05-14 2019-03-31 13F DTE Energy COM 233331107 2,575 292 12.79 321 27.38 0.1784
2019-02-12 2018-12-31 13F DTE Energy COM 233331107 2,283 0 0.00 252 1.20 0.1562
2018-10-10 2018-09-30 13F DTE Energy COM 233331107 2,283 0 0.00 249 5.06 0.1377
2018-07-31 2018-06-30 13F DTE Energy COM 233331107 2,283 0 0.00 237 -0.42 0.1351
2018-04-17 2018-03-31 13F DTE Energy COM 233331107 2,283 10 0.44 238 -4.42 0.1368
2018-01-10 2017-12-31 13F DTE Energy COM 233331107 2,273 -227 -9.08 249 -7.09 0.1360
2017-10-24 2017-09-30 13F DTE Energy COM 233331107 2,500 -630 -20.13 268 -19.03 0.1520
2017-08-10 2017-06-30 13F Detroit Edison COM 233331602 3,130 0 0.00 331 3.44 0.1965
2017-05-08 2017-03-31 13F Detroit Edison COM 233331602 3,130 0 0.00 320 3.90 0.1934
2017-02-13 2016-12-31 13F Detroit Edison COM 233331602 3,130 0 0.00 308 5.12 0.1900
2016-11-08 2016-09-30 13F Detroit Edison COM 233331602 3,130 572 22.36 293 15.35 0.1832
2016-08-04 2016-06-30 13F Detroit Edison COM 233331602 2,558 0 0.00 254 9.48 0.1583
2016-05-10 2016-03-31 13F Detroit Edison COM 233331602 2,558 0 0.00 232 13.17 0.1460
2016-02-16 2015-12-31 13F Detroit Edison COM 233331602 2,558 -1,292 -33.56 205 -33.66 0.1309
2015-11-09 2015-09-30 13F Detroit Edison COM 233331602 3,850 1,292 50.51 309 48.56 0.2049
2015-08-13 2015-06-30 13F Detroit Edison COM 233331602 2,558 0 0.00 208 0.97 0.1311
2015-05-08 2015-03-31 13F Detroit Edison COM 233331602 2,558 100 4.07 206 -2.83 0.1303
2015-02-20 2014-12-31 13F Detroit Edison COM 233331602 2,458 2,458 212 0.1258
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.