DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership136,049 shares
Latest Disclosed Value $ 19,893,150
AE Wealth Management LLC reports 10.45% increase in ownership of DTE / DTE Energy Company

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 136,049 shares of DTE Energy Company (US:DTE) valued at $19,893,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 123,173 shares of DTE Energy Company. This represents a change in shares of 10.45% during the quarter. The current value of the position is $19,293,109 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)
2026-05-13 2026-03-31 13F DTE ENERGY COM 233331107 136,049 12,876 10.45 19,893 25.22 0.1076
2026-01-26 2025-12-31 13F DTE ENERGY COM 233331107 123,173 4,652 3.93 15,887 -5.23 0.0912
2025-11-03 2025-09-30 13F DTE ENERGY COM 233331107 118,521 5,658 5.01 16,762 12.13 0.1069
2025-08-06 2025-06-30 13F DTE ENERGY COM 233331107 112,863 -5,411 -4.57 14,950 -8.59 0.1093
2025-05-06 2025-03-31 13F DTE ENERGY COM 233331107 118,274 16,053 15.70 16,354 32.49 0.1375
2025-02-13 2024-12-31 13F DTE ENERGY COM 233331107 102,221 4,679 4.80 12,343 -1.45 0.1047
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 97,542 -4,763 -4.66 12,525 10.28 0.1136
2024-08-12 2024-06-30 13F DTE ENERGY COM 233331107 102,305 225 0.22 11,357 -0.79 0.1136
2024-05-15 2024-03-31 13F DTE ENERGY COM 233331107 102,080 -37,278 -26.75 11,447 -20.71 0.1294
2024-02-14 2023-12-31 13F DTE ENERGY COM 233331107 139,358 -21,606 -13.42 14,436 -9.66 0.0737
2023-10-11 2023-09-30 13F DTE ENERGY COM 233331107 160,964 -5,398 -3.24 15,981 -12.69 0.0955
2023-07-10 2023-06-30 13F DTE ENERGY COM 233331107 166,362 1,661 1.01 18,303 1.45 0.1100
2023-04-14 2023-03-31 13F DTE ENERGY COM 233331107 164,701 53,470 48.07 18,041 38.00 0.1161
2023-01-31 2022-12-31 13F DTE ENERGY COM 233331107 111,231 15,186 15.81 13,073 18.31 0.0945
2022-10-25 2022-09-30 13F DTE ENERGY COM 233331107 96,045 -105 -0.11 11,050 -9.33 0.0876
2022-08-03 2022-06-30 13F DTE ENERGY COM 233331107 96,150 26,790 38.62 12,187 32.90 0.0975
2022-04-18 2022-03-31 13F DTE ENERGY COM 233331107 69,360 9,697 16.25 9,170 28.58 0.0629
2022-01-20 2021-12-31 13F DTE ENERGY COM 233331107 59,663 6,990 13.27 7,132 21.21 0.0497
2021-11-01 2021-09-30 13F DTE ENERGY COM 233331107 52,673 11,107 26.72 5,884 9.23 0.0485
2021-07-21 2021-06-30 13F DTE ENERGY COM 233331107 41,566 15,459 59.21 5,387 54.98 0.0471
2021-04-27 2021-03-31 13F DTE ENERGY COM 233331107 26,107 318 1.23 3,476 11.02 0.0351
2021-02-01 2020-12-31 13F DTE ENERGY COM 233331107 25,789 8,170 46.37 3,131 54.46 0.0355
2020-11-06 2020-09-30 13F DTE ENERGY COM 233331107 17,619 5,463 44.94 2,027 55.09 0.0289
2020-08-05 2020-06-30 13F DTE ENERGY COM 233331107 12,156 79 0.65 1,307 13.95 0.0202
2020-05-07 2020-03-31 13F DTE ENERGY COM 233331107 12,077 4,714 64.02 1,147 19.98 0.0264
2020-01-15 2019-12-31 13F DTE ENERGY COM 233331107 7,363 -2,051 -21.79 956 -23.64 0.0207
2019-11-05 2019-09-30 13F DTE ENERGY COM 233331107 9,414 2,505 36.26 1,252 41.79 0.0362
2019-07-22 2019-06-30 13F DTE ENERGY COM 233331107 6,909 3,580 107.54 883 112.77 0.0265
2019-05-14 2019-03-31 13F DTE ENERGY COM 233331107 3,329 30 0.91 415 14.01 0.0288
2019-02-14 2018-12-31 13F DTE ENERGY COM 233331107 3,299 -287 -8.00 364 -6.91 0.0623
2018-11-13 2018-09-30 13F DTE ENERGY COM 233331107 3,586 3,586 391 0.0215
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.