DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionLido Advisors, LLC
Latest Disclosed Ownership41,399 shares
Latest Disclosed Value $ 6,062,007
Lido Advisors, LLC reports 36.81% decrease in ownership of DTE1 / DTE Energy Company

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 41,399 shares of DTE Energy Company (MX:DTE1) valued at $6,062,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 65,517 shares of DTE Energy Company. This represents a change in shares of -36.81% 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)
2026-05-13 2026-03-31 13F DTE ENERGY COM 233331107 41,399 -24,118 -36.81 6,062 -31.76 0.0177
2026-02-10 2025-12-31 13F DTE ENERGY COM 233331107 65,517 622 0.96 8,885 -3.57 0.0266
2025-11-14 2025-09-30 13F DTE ENERGY COM 233331107 64,895 27,694 74.44 9,213 86.72 0.0289
2025-08-13 2025-06-30 13F DTE ENERGY COM 233331107 37,201 8,548 29.83 4,934 24.41 0.0192
2025-05-15 2025-03-31 13F DTE ENERGY COM 233331107 28,653 24,362 567.75 3,967 659.77 0.0179
2025-02-14 2024-12-31 13F DTE ENERGY COM 233331107 4,291 19 0.44 523 -4.74 0.0024
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 4,272 1 0.02 549 14.64 0.0027
2024-08-15 2024-06-30 13F DTE ENERGY COM 233331107 4,271 -745 -14.85 479 -15.70 0.0027
2024-05-15 2024-03-31 13F DTE ENERGY COM 233331107 5,016 230 4.81 567 6.58 0.0033
2024-02-14 2023-12-31 13F DTE ENERGY COM 233331107 4,786 372 8.43 533 21.46 0.0036
2023-11-14 2023-09-30 13F DTE ENERGY COM 233331107 4,414 1,221 38.24 438 24.79 0.0033
2023-08-09 2023-06-30 13F DTE ENERGY COM 233331107 3,193 734 29.85 351 30.48 0.0025
2023-05-15 2023-03-31 13F DTE ENERGY COM 233331107 2,459 -300 -10.87 269 -16.98 0.0026
2023-02-14 2022-12-31 13F DTE ENERGY COM 233331107 2,759 324 13.31 324 16.13 0.0040
2022-11-14 2022-09-30 13F DTE ENERGY COM 233331107 2,435 347 16.62 279 5.68 0.0035
2022-08-15 2022-06-30 13F DTE ENERGY COM 233331107 2,088 -85 -3.91 264 -8.01 0.0035
2022-05-17 2022-03-31 13F DTE ENERGY COM 233331107 2,173 -462 -17.53 287 -8.60 0.0032
2022-02-15 2021-12-31 13F DTE ENERGY COM 233331107 2,635 204 8.39 314 15.87 0.0034
2022-02-15 2021-09-30 13F/A-1 DTE ENERGY COM 233331107 2,431 28 1.17 271 -13.69 0.0038
2021-11-12 2021-09-30 13F DTE ENERGY COM 233331107 2,431 28 274 0.0036
2021-08-12 2021-06-30 13F DTE ENERGY COM 233331107 2,403 347 16.88 314 13.77 0.0044
2021-05-13 2021-03-31 13F DTE ENERGY COM 233331107 2,056 377 22.45 276 33.98 0.0080
2021-02-08 2020-12-31 13F DTE ENERGY COM 233331107 1,679 -573 -25.44 206 -21.07 0.0069
2020-11-12 2020-09-30 13F DTE ENERGY COM 233331107 2,252 17 0.76 261 7.41 0.0112
2020-08-12 2020-06-30 13F DTE ENERGY COM 233331107 2,235 3 0.13 243 13.55 0.0118
2020-05-13 2020-03-31 13F DTE ENERGY COM 233331107 2,232 474 26.96 214 -6.96 0.0138
2020-02-07 2019-12-31 13F DTE ENERGY COM 233331107 1,758 69 4.09 230 1.77 0.0134
2019-11-12 2019-09-30 13F DTE ENERGY COM 233331107 1,689 65 4.00 226 8.13 0.0176
2019-08-14 2019-06-30 13F DTE ENERGY COM 233331107 1,624 -4 -0.25 209 2.45 0.0177
2019-05-10 2019-03-31 13F DTE ENERGY COM 233331107 1,628 1,628 204 0.0182
2019-02-14 2018-12-31 13F DTE ENERGY COM 233331107 0 -2,614 -100.00 0 -100.00
2018-11-14 2018-09-30 13F DTE ENERGY COM 233331107 2,614 -200 -7.11 287 -1.37 0.0371
2018-08-14 2018-06-30 13F DTE ENERGY COM 233331107 2,814 53 1.92 291 1.04 0.0441
2018-05-09 2018-03-31 13F DTE ENERGY COM 233331107 2,761 2,761 45.39 288 43.28 0.0498
2021-11-12 2017-09-30 13F/A-1 DTE Energy COM 233331107 0 -1,899 -100.00 0 -100.00
2017-11-13 2017-09-30 13F DTE Energy COM 233331107 0 -1,899 0
2017-08-14 2017-06-30 13F DTE Energy COM 233331107 1,899 1,899 201 0.0418
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.