DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionTortoise Capital Advisors, L.l.c.
Latest Disclosed Ownership123,226 shares
Latest Disclosed Value $ 18,018,106
Tortoise Capital Advisors, L.l.c. reports 0.91% increase in ownership of DTE1 / DTE Energy Company

On May 15, 2026 - Tortoise Capital Advisors, L.l.c. filed a 13F-HR form disclosing ownership of 123,226 shares of DTE Energy Company (MX:DTE1) valued at $18,018,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 122,111 shares of DTE Energy Company. This represents a change in shares of 0.91% 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)
2026-05-15 2026-03-31 13F DTE ENERGY CO COM cs 233331107 123,226 1,115 0.91 18,018 14.41 0.1877
2026-02-17 2025-12-31 13F DTE ENERGY CO COM COM 233331107 122,111 13,455 12.38 15,750 2.49 0.2004
2025-11-13 2025-09-30 13F DTE ENERGY CO COM COM 233331107 108,656 -37,044 -25.42 15,367 -20.37 0.1982
2025-08-14 2025-06-30 13F DTE ENERGY CO COM cs 233331107 145,700 18,034 14.13 19,299 9.33 0.2518
2025-05-14 2025-03-31 13F DTE ENERGY CO COM COM 233331107 127,666 -43,048 -25.22 17,652 -14.36 0.2134
2025-02-13 2024-12-31 13F DTE ENERGY CO COM cs 233331107 170,714 -19,830 -10.41 20,614 -15.75 0.2639
2024-11-13 2024-09-30 13F DTE ENERGY CO COM com 233331107 190,544 43,367 29.47 24,468 49.76 0.3153
2024-08-05 2024-06-30 13F DTE ENERGY CO COM cs 233331107 147,177 -9,365 -5.98 16,338 -6.93 0.2161
2024-05-10 2024-03-31 13F DTE ENERGY CO COM cs 233331107 156,542 -102,225 -39.50 17,555 -38.47 0.2452
2024-02-14 2023-12-31 13F DTE ENERGY cs 233331107 258,767 -23,720 -8.40 28,532 1.73 0.4403
2023-11-13 2023-09-30 13F DTE ENERGY cs 233331107 282,487 -15,267 -5.13 28,045 -14.39 0.4273
2023-08-14 2023-06-30 13F DTE ENERGY cs 233331107 297,754 -12,633 -4.07 32,759 -3.65 0.4995
2023-05-11 2023-03-31 13F DTE ENERGY cs 233331107 310,387 22,489 7.81 34,000 0.48 0.5109
2023-02-13 2022-12-31 13F DTE ENERGY cs 233331107 287,898 48,935 20.48 33,837 23.07 0.5071
2022-11-14 2022-09-30 13F DTE ENERGY cs 233331107 238,963 0 0.00 27,493 -9.23 0.4339
2022-08-15 2022-06-30 13F/A-1 DTE ENERGY cs 233331107 238,963 -27,222 -10.23 30,289 -13.93 0.4734
2022-08-10 2022-06-30 13F DTE ENERGY cs 233331107 238,963 -27,222 30,289 0.4027
2022-05-16 2022-03-31 13F DTE ENERGY cs 233331107 266,185 -18,876 -6.62 35,192 3.28 0.4675
2022-02-14 2021-12-31 13F DTE ENERGY CO COM cs 233331107 285,061 209,214 275.84 34,076 302.17 0.5146
2021-11-04 2021-09-30 13F DTE Energy cs 233331107 75,847 67,731 834.54 8,473 705.42 0.1368
2021-08-10 2021-06-30 13F DTE Energy cs 233331107 8,116 -26,853 -76.79 1,052 -77.41 0.0160
2021-05-17 2021-03-31 13F DTE Energy cs 233331107 34,969 26,853 330.86 4,656 372.69 0.0779
2021-02-16 2020-12-31 13F/A-1 DTE Energy cs 233331107 8,116 0 0.00 985 5.46 0.0190
2020-11-13 2020-09-30 13F DTE Energy cs 233331107 8,116 0 0.00 934 7.11 0.0187
2020-08-14 2020-06-30 13F DTE Energy cs 233331107 8,116 -6,869 -45.84 872 -38.72 0.0140
2020-05-14 2020-03-31 13F/A-1 DTE Energy cs 233331107 14,985 -2,244 -13.02 1,423 -36.42 0.0262
2020-05-14 2020-03-31 13F DTE Energy cs 233331107 14,985 -2,244 1,423 15,935.7660
2020-02-21 2019-12-31 13F/A-2 DTE Energy COM 233331107 17,229 -22,371 -56.49 2,238 -2.57 0.0142
2020-02-19 2019-12-31 13F/A-1 DTE Energy COM 233331107 17,229 0 2,238 0.0138
2020-02-14 2019-12-31 13F DTE Energy COM 233331107 17,229 -22,371 2,238 9,005.1589
2019-11-14 2019-09-30 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,297 3.19 0.0141
2019-08-14 2019-06-30 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,226 1.55 0.0146
2019-08-14 2019-06-30 13F DTE Energy COM 233331107 41 0 5 0.0000
2019-05-13 2019-03-31 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,192 7.14 0.0135
2019-05-13 2019-03-31 13F DTE Energy COM 233331107 41 0 5 0.0000
2019-02-13 2018-12-31 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,046 -0.10 0.0149
2019-02-13 2018-12-31 13F DTE Energy COM 233331107 41 0 5 0.0000
2018-12-13 2018-09-30 13F/A-1 DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,048 0.05 0.0119
2018-12-13 2018-09-30 13F/A-1 DTE Energy COM 233331107 41 0 4 0.0000
2018-11-08 2018-09-30 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 39,559 2,048
2018-11-08 2018-09-30 13F DTE Energy COM 233331107 41 -39,559 4
2018-08-07 2018-06-30 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,047 -0.78 0.0131
2018-08-07 2018-06-30 13F DTE Energy COM 233331107 41 0 4 0.0000
2018-05-17 2018-03-31 13F/A-1 DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 0 0.00 2,063 -3.46 0.0145
2018-05-17 2018-03-31 13F/A-1 DTE Energy COM 233331107 41 1 4 0.0000
2018-05-15 2018-03-31 13F DTE Energy Preferred UNIT 99/99/9999 233331883 39,600 2,063
2018-05-15 2018-03-31 13F DTE Energy COM 233331107 41 4
2018-02-14 2017-12-31 13F DTE Energy UNIT 99/99/9999 233331883 39,600 0 0.00 2,137 -0.88 0.0140
2018-02-14 2017-12-31 13F DTE Energy COM 233331107 40 -1,335 4 0.0000
2017-11-17 2017-09-30 13F/A-1 DTE ENERGY UNIT 99/99/9999 233331883 39,600 0 0.00 2,156 -0.74 0.0141
2017-11-17 2017-09-30 13F/A-1 DTE ENERGY COM 233331107 1,375 35 148 0.0010
2017-11-13 2017-09-30 13F DTE ENERGY UNIT 99/99/9999 233331883 39,600 38,260 2,156
2017-11-13 2017-09-30 13F DTE ENERGY COM 233331107 1,375 -38,225 148
2017-11-13 2017-06-30 13F/A-1 DTE ENERGY UNIT 99/99/9999 233331883 39,600 0 0.00 2,172 2.07 0.0141
2017-11-13 2017-06-30 13F/A-1 DTE ENERGY COM 233331107 1,340 1,032 142 0.0009
2017-08-01 2017-06-30 13F DTE ENERGY UNIT 99/99/9999 233331883 39,600 0 2,172
2017-08-01 2017-06-30 13F DTE ENERGY COM 233331107 1,340 -38,260 142
2017-05-15 2017-03-31 13F DTE ENERGY UNIT 99/99/9999 233331883 39,600 0 0.00 2,128 1.38 0.0130
2017-05-15 2017-03-31 13F DTE ENERGY COM 233331107 308 149 31 0.0002
2017-02-14 2016-12-31 13F DTE ENERGY UNIT 99/99/9999 233331883 39,600 39,496 37,976.92 2,099 20,890.00 0.0135
2017-02-14 2016-12-31 13F DTE ENERGY COM 233331107 159 55 16 0.0001
2016-11-14 2016-09-30 13F DTE ENERGY COM 233331107 104 75 258.62 10 233.33 0.0001
2016-08-11 2016-06-30 13F DTE ENERGY COM 233331107 29 -3,475 -99.17 3 -99.06 0.0000
2016-05-13 2016-03-31 13F DTE ENERGY COM 233331107 3,504 3,475 11,982.76 318 15,800.00 0.0025
2016-02-12 2015-12-31 13F DTE ENERGY COM 233331107 29 0 0.00 2 0.00 0.0000
2015-11-16 2015-09-30 13F DTE ENERGY COM 233331107 29 0 0.00 2 0.00 0.0000
2015-08-13 2015-06-30 13F DTE ENERGY COM 233331107 29 0 0.00 2 0.00 0.0000
2015-05-08 2015-03-31 13F DTE ENERGY COM 233331107 29 -2 -6.45 2 -33.33 0.0000
2015-02-10 2014-12-31 13F DTE ENERGY COM 233331107 31 -1 -3.12 3 50.00 0.0000
2014-11-13 2014-09-30 13F DTE ENERGY COM 233331107 32 0 0.00 2 0.00 0.0000
2014-08-13 2014-06-30 13F DTE ENERGY COM 233331107 32 32 2 0.0000
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.