DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership72,796 shares
Latest Disclosed Value $ 10,644,231
Jacobs Levy Equity Management, Inc ownership in DTE1 / DTE Energy Company

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 72,796 shares of DTE Energy Company (MX:DTE1) valued at $10,644,231 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 17, 2025 disclosing 0 shares of DTE Energy Company.

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)
2026-05-15 2026-03-31 13F DTE ENERGY COM 233331107 72,796 72,796 10,644 0.0447
2025-11-17 2025-09-30 13F DTE ENERGY COM 233331107 0 -32,557 -100.00 0 -100.00
2025-08-14 2025-06-30 13F DTE ENERGY COM 233331107 32,557 358 1.11 4,312 -3.14 0.0169
2025-05-15 2025-03-31 13F DTE ENERGY COM 233331107 32,199 23,001 250.07 4,452 301.08 0.0177
2025-02-14 2024-12-31 13F DTE ENERGY COM 233331107 9,198 0 0.00 1,111 -6.01 0.0039
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 9,198 -17,194 -65.15 1,181 -59.68 0.0046
2024-08-14 2024-06-30 13F DTE ENERGY COM 233331107 26,392 -190,020 -87.80 2,930 -87.93 0.0121
2024-05-15 2024-03-31 13F DTE ENERGY COM 233331107 216,412 -78,230 -26.55 24,268 -25.30 0.1085
2024-02-14 2023-12-31 13F DTE ENERGY COM 233331107 294,642 26,468 9.87 32,487 22.02 0.1637
2023-11-17 2023-09-30 13F DTE ENERGY COM 233331107 268,174 -26,140 -8.88 26,624 -17.78 0.1577
2023-08-14 2023-06-30 13F DTE ENERGY COM 233331107 294,314 -12,939 -4.21 32,380 -3.79 0.1866
2023-05-15 2023-03-31 13F DTE ENERGY COM 233331107 307,253 14,429 4.93 33,656 -2.21 0.2063
2023-02-14 2022-12-31 13F DTE ENERGY COM 233331107 292,824 1,619 0.56 34,416 2.72 0.2329
2022-11-15 2022-09-30 13F DTE ENERGY COM 233331107 291,205 146,615 101.40 33,503 82.81 0.2649
2022-08-15 2022-06-30 13F DTE ENERGY COM 233331107 144,590 25,321 21.23 18,327 16.22 0.1419
2022-05-16 2022-03-31 13F DTE ENERGY COM 233331107 119,269 119,269 15,769 0.1061
2020-05-15 2020-03-31 13F DTE ENERGY COM 233331107 0 -5,187 -100.00 0 -100.00
2020-02-14 2019-12-31 13F DTE ENERGY COM 233331107 5,187 -13,303 -71.95 674 -72.58 0.0066
2019-11-14 2019-09-30 13F DTE ENERGY COM 233331107 18,490 5,400 41.25 2,458 46.83 0.0302
2019-08-13 2019-06-30 13F DTE ENERGY COM 233331107 13,090 -300 -2.24 1,674 0.24 0.0232
2019-05-14 2019-03-31 13F DTE ENERGY COM 233331107 13,390 5,460 68.85 1,670 90.86 0.0241
2019-02-14 2018-12-31 13F DTE ENERGY COM 233331107 7,930 230 2.99 875 4.17 0.0154
2018-11-14 2018-09-30 13F DTE ENERGY COM 233331107 7,700 -960 -11.09 840 -6.35 0.0119
2018-08-14 2018-06-30 13F DTE ENERGY COM 233331107 8,660 1,950 29.06 897 27.96 0.0141
2018-05-15 2018-03-31 13F DTE ENERGY COM 233331107 6,710 0 0.00 701 -4.50 0.0117
2018-02-13 2017-12-31 13F DTE ENERGY COM 233331107 6,710 6,710 734 0.0129
2017-11-14 2017-09-30 13F DTE ENERGY COM 233331107 0 -26,980 -100.00 0 -100.00
2017-11-09 2017-06-30 13F/A-1 DTE ENERGY COM 233331107 26,980 -92,750 -77.47 2,854 -76.66 0.0610
2017-08-14 2017-06-30 13F DTE ENERGY COM 233331107 26,980 -92,750 2,854
2017-05-12 2017-03-31 13F DTE ENERGY COM 233331107 119,730 -960 -0.80 12,226 2.83 0.2472
2017-02-14 2016-12-31 13F DTE ENERGY COM 233331107 120,690 61,310 103.25 11,889 113.75 0.2296
2016-11-14 2016-09-30 13F DTE ENERGY COM 233331107 59,380 12,360 26.29 5,562 19.33 0.0994
2016-08-15 2016-06-30 13F DTE ENERGY COM 233331107 47,020 -820 -1.71 4,661 7.47 0.0965
2016-05-16 2016-03-31 13F DTE ENERGY COM 233331107 47,840 16,730 53.78 4,337 110.02 0.0919
2014-02-14 2013-12-31 13F DTE ENERGY COM 233331107 31,110 -18,680 -37.52 2,065 -37.14 0.0310
2013-11-14 2013-09-30 13F DTE ENERGY COM 233331107 49,790 22,390 81.72 3,285 78.92 0.0556
2013-08-14 2013-06-30 13F DTE ENERGY COM 233331107 27,400 27,400 1,836 0.0324
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.