DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership5,698 shares
Latest Disclosed Value $ 833,257
Advisory Alpha, LLC reports 150.57% increase in ownership of DTE / DTE Energy Company

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 5,698 shares of DTE Energy Company (US:DTE) valued at $833,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,274 shares of DTE Energy Company. This represents a change in shares of 150.57% during the quarter. The current value of the position is $808,033 USD.

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)
2026-05-14 2026-03-31 13F DTE ENERGY COM 233331107 5,698 3,424 150.57 833 184.30 0.0228
2026-02-06 2025-12-31 13F DTE ENERGY COM 233331107 2,274 3 0.13 293 -7.28 0.0080
2025-11-12 2025-09-30 13F DTE ENERGY COM 233331107 2,271 -23 -1.00 316 4.29 0.0088
2025-08-01 2025-06-30 13F DTE ENERGY COM 233331107 2,294 14 0.61 304 -3.81 0.0095
2025-05-19 2025-03-31 13F/A-1 DTE ENERGY COM 233331107 2,280 -195 -7.88 315 5.70 0.0107
2025-04-08 2025-03-31 13F DTE ENERGY COM 233331107 2,238 -237 310 0.0192
2025-01-17 2024-12-31 13F DTE ENERGY COM 233331107 2,475 135 5.77 299 -0.67 0.0106
2024-11-12 2024-09-30 13F DTE ENERGY COM 233331107 2,340 -95 -3.90 301 11.11 0.0107
2024-08-21 2024-06-30 13F DTE ENERGY COM 233331107 2,435 55 2.31 270 1.50 0.0107
2024-05-06 2024-03-31 13F DTE ENERGY COM 233331107 2,380 -162 -6.37 267 -5.00 0.0110
2024-01-23 2023-12-31 13F DTE ENERGY COM 233331107 2,542 5 0.20 280 11.55 0.0128
2023-10-18 2023-09-30 13F DTE ENERGY COM 233331107 2,537 170 7.18 252 -3.46 0.0130
2023-07-25 2023-06-30 13F DTE ENERGY COM 233331107 2,367 2,367 260 0.0134
2023-05-02 2023-03-31 13F DTE ENERGY COM 233331107 0 -1,753 -100.00 0 -100.00
2023-01-30 2022-12-31 13F DTE ENERGY COM 233331107 1,753 -17 -0.96 206 0.98 0.0146
2022-10-12 2022-09-30 13F DTE ENERGY COM 233331107 1,770 0 0.00 204 -8.93 0.0155
2022-07-15 2022-06-30 13F DTE ENERGY COM 233331107 1,770 0 0.00 224 -4.27 0.0168
2022-05-02 2022-03-31 13F DTE ENERGY COM 233331107 1,770 -33 -1.83 234 8.33 0.0151
2022-02-04 2021-12-31 13F DTE ENERGY COM 233331107 1,803 -12 -0.66 216 6.40 0.0126
2021-11-09 2021-09-30 13F DTE ENERGY COM 233331107 1,815 -42 -2.26 203 -0.98 0.0146
2021-08-13 2021-06-30 13F DTE ENERGY COM 233331107 1,857 -37 -1.95 205 -18.65 0.0168
2021-05-10 2021-03-31 13F DTE ENERGY COM 233331107 1,894 1,894 252 0.0437
2021-02-16 2020-12-31 13F DTE ENERGY COM 233331107 0 -1,356 -100.00 0 -100.00
2020-11-16 2020-09-30 13F/A-1 DTE ENERGY COM 233331107 1,356 1,356 155 0.0333
2020-11-06 2020-09-30 13F DTE ENERGY COM 233331107 1,356 1,356 916 36,373.2964
2020-08-14 2020-06-30 13F DTE ENERGY COM 233331107 0 -1,413 -100.00 0 -100.00
2020-04-29 2020-03-31 13F DTE ENERGY COM 233331107 1,413 -23 -1.60 143 -23.66 0.0400
2020-02-14 2019-12-31 13F DTE ENERGY COM 233331107 1,436 -5 -0.35 186 -0.53 0.0453
2019-11-13 2019-09-30 13F DTE ENERGY COM 233331107 1,441 1,441 187 0.0554
2019-08-16 2019-06-30 13F DTE ENERGY COM 233331107 0 -1,505 -100.00 0 -100.00
2019-05-13 2019-03-31 13F DTE ENERGY COM 233331107 1,505 1,505 186 0.0673
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.