DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,220 shares
Latest Disclosed Value $ 324,608
IFP Advisors, Inc reports 27.57% decrease in ownership of DTE1 / DTE Energy Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,220 shares of DTE Energy Company (MX:DTE1) valued at $324,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,065 shares of DTE Energy Company. This represents a change in shares of -27.57% 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)
2026-04-13 2026-03-31 13F DTE ENERGY cs 233331107 2,220 -845 -27.57 325 -17.97 0.0067
2026-02-06 2025-12-31 13F DTE ENERGY cs 233331107 3,065 -699 -18.57 395 -25.75 0.0089
2026-02-06 2025-09-30 13F/A-1 DTE ENERGY cs 233331107 3,764 472 14.34 532 19.02 0.0138
2025-12-02 2025-09-30 13F DTE ENERGY cs 233331107 3,737 445 537 0.0138
2025-07-24 2025-06-30 13F DTE ENERGY cs 233331107 3,292 -13,754 -80.69 447 -81.04 0.0127
2025-05-05 2025-03-31 13F DTE ENERGY cs 233331107 17,046 9,162 116.21 2,357 147.84 0.0727
2025-02-04 2024-12-31 13F DTE ENERGY cs 233331107 7,884 -16,241 -67.32 952 -69.29 0.0312
2025-02-04 2024-09-30 13F DTE ENERGY cs 233331107 24,125 11,064 84.71 3,098 113.73 0.1117
2024-07-30 2024-06-30 13F DTE ENERGY cs 233331107 13,061 2,654 25.50 1,450 24.16 0.0575
2024-07-30 2024-03-31 13F DTE ENERGY cs 233331107 10,407 2,074 24.89 1,167 27.12 0.0512
2024-01-09 2023-12-31 13F DTE ENERGY cs 233331107 8,333 -1,979 -19.19 919 -10.26 0.0434
2023-10-12 2023-09-30 13F DTE ENERGY cs 233331107 10,312 6,632 180.22 1,024 153.22 0.0460
2023-08-14 2023-06-30 13F/A-1 DTE ENERGY cs 233331107 3,680 -1 -0.03 405 78.76 0.0169
2023-08-04 2023-06-30 13F DTE ENERGY cs 233331107 3,680 -1 227 0.0105
2023-04-18 2023-03-31 13F DTE ENERGY cs 233331107 3,681 -625 -14.51 227 0.0099
2023-02-07 2022-12-31 13F DTE ENERGY cs 233331107 4,306 1,976 84.81 0 -100.00 0.0077
2022-11-08 2022-09-30 13F DTE ENERGY cs 233331107 2,330 725 45.17 168 38.84 0.0044
2022-09-06 2022-06-30 13F/A-1 DTE ENERGY cs 233331107 1,605 0 0.00 121 0.00 0.0039
2022-09-06 2022-03-31 13F/A-1 DTE ENERGY cs 233331107 1,605 172 12.00 121 -29.65 0.0039
2022-08-08 2022-03-31 13F DTE ENERGY CO COM Stock 233331107 1,414 -19 88 0.0018
2022-01-12 2021-12-31 13F DTE ENERGY CO COM Stock 233331107 1,433 2 0.14 172 7.50 0.0034
2021-10-06 2021-09-30 13F DTE ENERGY CO COM Stock 233331107 1,431 -237 -14.21 160 -25.93 0.0032
2021-07-13 2021-06-30 13F DTE ENERGY CO COM Stock 233331107 1,668 3 0.18 216 -2.26 0.0045
2021-04-30 2021-03-31 13F DTE ENERGY CO COM Stock 233331107 1,665 -236 -12.41 221 -3.91 0.0043
2021-01-25 2020-12-31 13F DTE ENERGY CO COM Stock 233331107 1,901 1 0.05 230 5.02 0.0093
2020-10-29 2020-09-30 13F DTE ENERGY CO COM Stock 233331107 1,900 149 8.51 219 17.74 0.0131
2020-08-05 2020-06-30 13F DTE ENERGY CO COM Stock 233331107 1,751 27 1.57 186 10.71 0.0147
2020-05-12 2020-03-31 13F DTE ENERGY CO COM Stock 233331107 1,724 -1,214 -41.32 168 -55.79 0.0170
2020-01-17 2019-12-31 13F DTE ENERGY CO COM Stock 233331107 2,938 -311 -9.57 380 -11.63 0.0286
2019-11-07 2019-09-30 13F DTE ENERGY CO COM Stock 233331107 3,249 861 36.06 430 45.27 0.0288
2019-05-15 2019-03-31 13F DTE ENERGY Stock 233331107 2,388 -1,330 -35.77 296 -27.63 0.0404
2019-06-03 2018-12-31 13F/A-10 DTE ENERGY CO COM Stock 233331107 3,718 -4,106 -52.48 409 -52.11 0.0249
2019-01-23 2018-12-31 13F DTE ENERGY CO COM Stock 233331107 3,718 -4,106 409 0.0249
2019-06-03 2018-09-30 13F/A-9 DTE ENERGY CO COM Stock 233331107 7,824 -1,317 -14.41 854 -9.82 0.0348
2018-10-25 2018-09-30 13F DTE ENERGY CO COM Stock 233331107 7,824 -1,317 854 0.0348
2019-06-03 2018-06-30 13F/A-8 DTE ENERGY CO COM Stock 233331107 9,141 -434 -4.53 947 -9.64 0.0398
2018-08-07 2018-06-30 13F DTE ENERGY CO COM Stock 233331107 9,141 -117 947
2019-06-03 2018-03-31 13F/A-7 DTE ENERGY CO COM Stock 233331107 9,575 0 0.00 1,048 0.00 0.0475
2018-05-09 2018-03-31 13F DTE ENERGY CO COM Stock 233331107 9,258 -317 967
2019-06-03 2017-12-31 13F/A-6 DTE ENERGY CO COM Stock 233331107 9,575 -6,613 -40.85 1,048 -39.70 0.0475
2018-01-24 2017-12-31 13F DTE ENERGY CO COM Stock 233331107 9,575 -6,613 1,048
2017-10-30 2017-09-30 13F DTE ENERGY CO COM Stock 233331107 16,188 79 0.49 1,738 2.00 0.0690
2019-06-03 2017-06-30 13F/A-5 DTE ENERGY CO COM Stock 233331107 16,109 -40 -0.25 1,704 3.34 0.0722
2017-07-31 2017-06-30 13F DTE ENERGY CO COM Stock 233331107 16,109 -40 1,704
2019-06-03 2017-03-31 13F/A-4 DTE ENERGY CO COM Stock 233331107 16,149 183 1.15 1,649 4.83 0.0718
2017-04-26 2017-03-31 13F DTE ENERGY CO COM Stock 233331107 16,149 183 1,649
2019-06-03 2016-12-31 13F/A-3 DTE ENERGY CO COM Stock 233331107 15,966 383 2.46 1,573 7.74 0.0759
2017-02-14 2016-12-31 13F DTE ENERGY CO COM Stock 233331107 15,966 383 1,573
2016-11-04 2016-09-30 13F DTE ENERGY CO COM Stock 233331107 15,583 -45 -0.29 1,460 -5.75 0.0759
2019-06-03 2016-06-30 13F/A-2 DTE ENERGY CO COM Stock 233331107 15,628 13,240 554.44 1,549 423.31 0.0865
2016-08-22 2016-06-30 13F DTE ENERGY CO COM Stock 233331107 15,628 13,240 1,549
2019-06-03 2016-03-31 13F/A-1 DTE ENERGY Stock 233331107 2,388 -10,503 -81.48 296 -71.37 0.0404
2016-05-02 2016-03-31 13F DTE ENERGY CO COM Stock 233331107 15,238 2,347 1,381
2016-02-11 2015-12-31 13F DTE ENERGY CO COM Stock 233331107 12,891 12,891 1,034 0.0694
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.