DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionMorgan Stanley
Latest Disclosed Ownership2,316,507 shares
Latest Disclosed Value $ 338,720,016
Morgan Stanley reports 6.14% decrease in ownership of DTE / DTE Energy Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,316,507 shares of DTE Energy Company (US:DTE) valued at $338,719,654 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,468,125 shares of DTE Energy Company. This represents a change in shares of -6.14% during the quarter. The current value of the position is $328,503,858 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)
2026-05-15 2026-03-31 13F DTE ENERGY COM 233331107 2,316,507 -151,618 -6.14 338,720 6.40 0.0204
2026-05-27 2025-12-31 13F/A-1 DTE ENERGY COM 233331107 2,468,125 -17,192 -0.69 318,339 -9.43 0.0190
2026-02-13 2025-12-31 13F DTE ENERGY COM 233331107 2,468,125 -17,192 318,339 0.0190
2026-05-27 2025-09-30 13F/A-1 DTE ENERGY COM 233331107 2,485,317 118,753 5.02 351,499 12.13 0.0213
2025-11-14 2025-09-30 13F DTE ENERGY COM 233331107 2,485,317 118,753 351,499 0.0213
2025-08-15 2025-06-30 13F DTE ENERGY COM 233331107 2,366,564 88,362 3.88 313,475 -0.49 0.0204
2025-05-15 2025-03-31 13F DTE ENERGY COM 233331107 2,278,202 62,560 2.82 315,007 17.74 0.0225
2025-05-15 2024-12-31 13F/A-1 DTE ENERGY COM 233331107 2,215,642 91,151 4.29 267,539 -1.93 0.0187
2025-02-14 2024-12-31 13F DTE ENERGY COM 233331107 2,215,642 91,151 267,539 0.0187
2025-05-14 2024-09-30 13F/A-2 DTE ENERGY COM 233331107 2,124,491 73,102 3.56 272,806 19.80 0.0198
2025-02-14 2024-09-30 13F/A-1 DTE ENERGY COM 233331107 2,124,491 73,102 272,806 0.0198
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 2,124,491 73,102 272,806 0.0198
2025-05-14 2024-06-30 13F/A-2 DTE ENERGY COM 233331107 2,051,389 -182,800 -8.18 227,725 -9.11 0.0176
2024-10-17 2024-06-30 13F/A-1 DTE ENERGY COM 233331107 2,051,389 -182,800 227,725 0.0176
2024-08-14 2024-06-30 13F DTE ENERGY COM 233331107 2,051,389 -182,800 227,725 0.0176
2024-10-17 2024-03-31 13F/A-2 DTE ENERGY COM 233331107 2,234,189 -56,810 -2.48 250,542 -0.82 0.0201
2024-08-16 2024-03-31 13F/A-1 DTE ENERGY COM 233331107 2,234,189 -56,810 250,542 0.0201
2024-05-15 2024-03-31 13F DTE ENERGY COM 233331107 2,234,189 -56,810 250,542 0.0201
2024-08-16 2023-12-31 13F/A-1 DTE ENERGY COM 233331107 2,290,999 157,802 7.40 252,606 19.27 0.0223
2024-02-13 2023-12-31 13F DTE ENERGY COM 233331107 2,290,999 157,802 252,606 0.0223
2023-11-15 2023-09-30 13F DTE ENERGY COM 233331107 2,133,197 27,025 1.28 211,784 -8.60 0.0215
2023-08-14 2023-06-30 13F DTE ENERGY COM 233331107 2,106,172 -15,227 -0.72 231,721 -0.28 0.0228
2023-05-15 2023-03-31 13F DTE ENERGY COM 233331107 2,121,399 75,749 3.70 232,378 -3.35 0.0249
2023-02-14 2022-12-31 13F DTE ENERGY COM 233331107 2,045,650 527,592 34.75 240,425 37.66 0.0273
2022-11-14 2022-09-30 13F DTE ENERGY COM 233331107 1,518,058 90,432 6.33 174,653 -3.48 0.0238
2022-10-27 2022-06-30 13F/A-1 DTE ENERGY COM 233331107 1,427,626 674,885 89.66 180,950 81.82 0.0235
2022-08-15 2022-06-30 13F DTE ENERGY COM 233331107 1,427,626 674,885 180,950 0.0047
2022-10-27 2022-03-31 13F/A-1 DTE ENERGY COM 233331107 752,741 -35,639 -4.52 99,520 5.60 0.0134
2022-05-13 2022-03-31 13F DTE ENERGY COM 233331107 752,741 -35,639 99,520 0.0134
2022-02-14 2021-12-31 13F DTE ENERGY COM 233331107 788,380 100,150 14.55 94,244 22.58 0.0116
2021-11-15 2021-09-30 13F DTE ENERGY COM 233331107 688,230 -87,311 -11.26 76,882 -23.51 0.0104
2021-08-23 2021-06-30 13F/A-1 DTE ENERGY COM 233331107 775,541 202,327 35.30 100,511 31.70 0.0133
2021-08-16 2021-06-30 13F DTE ENERGY COM 233331107 775,541 202,327 100,511 0.0028
2021-05-17 2021-03-31 13F DTE ENERGY COM 233331107 573,214 -88,188 -13.33 76,319 -4.96 0.0112
2021-02-16 2020-12-31 13F DTE ENERGY COM 233331107 661,402 -44,543 -6.31 80,300 -1.12 0.0124
2020-11-13 2020-09-30 13F DTE ENERGY COM 233331107 705,945 352,858 99.94 81,211 113.95 0.0157
2020-08-14 2020-06-30 13F DTE ENERGY COM 233331107 353,087 -28,323 -7.43 37,958 4.79 0.0084
2020-05-26 2020-03-31 13F/A-1 DTE ENERGY COM 233331107 381,410 -36,924 -8.83 36,222 -33.33 0.0098
2020-05-15 2020-03-31 13F DTE ENERGY COM 233331107 381,410 -36,924 36,222 2,782.6047
2020-02-14 2019-12-31 13F DTE ENERGY COM 233331107 418,334 414,825 11,821.74 54,329 26,663.05 0.0126
2019-11-14 2019-09-30 13F DTE ENERGY UNIT 99/99/9999 233331883 3,509 -12,377 -77.91 203 -77.14 0.0001
2019-11-14 2019-09-30 13F DTE ENERGY COM 233331107 317,608 43,296 42,229 0.0112
2019-08-14 2019-06-30 13F DTE ENERGY UNIT 99/99/9999 233331883 15,886 13,372 531.90 888 538.85 0.0002
2019-08-14 2019-06-30 13F DTE ENERGY COM 233331107 274,312 -15,684 35,078 0.0093
2019-05-15 2019-03-31 13F DTE ENERGY UNIT 99/99/9999 233331883 2,514 0 0.00 139 6.92 0.0000
2019-05-15 2019-03-31 13F DTE ENERGY COM 233331107 289,996 -296,824 36,174 0.0102
2019-02-14 2018-12-31 13F DTE ENERGY UNIT 99/99/9999 233331883 2,514 300 13.55 130 13.04 0.0000
2019-02-14 2018-12-31 13F DTE ENERGY COM 233331107 586,820 -184,924 64,726 0.0194
2019-04-23 2018-09-30 13F/A-2 DTE ENERGY UNIT 99/99/9999 233331883 2,214 -32,500 -93.62 115 -93.59 0.0000
2019-04-23 2018-09-30 13F/A-2 DTE ENERGY COM 233331107 771,744 316,990 84,221 0.0211
2018-11-20 2018-09-30 13F/A-1 DTE ENERGY UNIT 99/99/9999 233331883 2,214 -769,530 115 0.0000
2018-11-20 2018-09-30 13F/A-1 DTE ENERGY COM 233331107 771,744 769,530 84,221 0.0211
2018-11-14 2018-09-30 13F DTE ENERGY UNIT 99/99/9999 233331883 2,214 -769,530 115
2018-11-14 2018-09-30 13F DTE ENERGY COM 233331107 771,744 737,030 84,221
2019-04-23 2018-06-30 13F/A-1 DTE ENERGY UNIT 99/99/9999 233331883 34,714 214 0.62 1,794 0.17 0.0005
2019-04-23 2018-06-30 13F/A-1 DTE ENERGY COM 233331107 454,754 -141,922 47,127 0.0127
2018-08-14 2018-06-30 13F DTE ENERGY UNIT 99/99/9999 233331883 34,714 -420,040 1,794
2018-08-14 2018-06-30 13F DTE ENERGY COM 233331107 454,754 420,254 47,127
2019-04-23 2018-03-31 13F/A-1 DTE ENERGY UNIT 99/99/9999 233331883 34,500 -593,889 -94.51 1,791 -97.40 0.0005
2019-04-23 2018-03-31 13F/A-1 DTE ENERGY COM 233331107 596,676 -31,713 62,293 0.0173
2018-05-14 2018-03-31 13F DTE ENERGY UNIT 99/99/9999 233331883 34,500 -562,176 1,791
2018-05-14 2018-03-31 13F DTE ENERGY COM 233331107 596,676 -31,713 62,293
2019-04-23 2017-12-31 13F/A-1 DTE ENERGY COM 233331107 628,389 628,289 628,289.00 68,785 1,375,600.00 0.0188
2018-02-14 2017-12-31 13F DTE ENERGY COM 233331107 628,389 628,289 68,785
2017-11-14 2017-09-30 13F DTE ENERGY UNIT 99/99/9999 233331883 100 0 0.00 5 0.00 0.0000
2017-11-14 2017-09-30 13F DTE ENERGY COM 233331107 510,051 -269,480 54,760 0.0164
2017-08-11 2017-06-30 13F DTE ENERGY UNIT 99/99/9999 233331883 100 -1,086,547 -99.99 5 -100.00 0.0000
2017-08-11 2017-06-30 13F DTE ENERGY COM 233331107 779,531 -307,116 82,466 0.0249
2017-05-22 2017-03-31 13F/A-1 DTE ENERGY COM 233331107 1,086,647 96,720 9.77 110,958 13.78 0.0341
2017-05-12 2017-03-31 13F DTE ENERGY COM 233331107 1,086,647 110,958
2017-02-22 2016-12-31 13F/A-1 DTE ENERGY COM 233331107 989,927 562,571 131.64 97,518 143.60 0.0319
2017-02-13 2016-12-31 13F DTE ENERGY COM 233331107 989,927 97,518
2016-11-10 2016-09-30 13F DTE ENERGY COM 233331107 427,356 93,036 27.83 40,032 20.80 0.0137
2016-08-12 2016-06-30 13F DTE ENERGY COM 233331107 334,320 -27,658 -7.64 33,138 0.98 0.0120
2016-05-12 2016-03-31 13F DTE ENERGY COM 233331107 361,978 -77,252 -17.59 32,818 -6.83 0.0126
2016-02-09 2015-12-31 13F DTE ENERGY COM 233331107 439,230 -357,849 -44.90 35,222 -45.02 0.0127
2016-02-08 2015-09-30 13F/A-1 DTE ENERGY COM 233331107 797,079 321,283 67.53 64,061 80.39 0.0237
2015-11-09 2015-09-30 13F DTE ENERGY COM 233331107 797,079 64,061
2015-08-12 2015-06-30 13F DTE ENERGY COM 233331107 475,796 -99,233 -17.26 35,513 -23.46 0.0123
2015-05-14 2015-03-31 13F DTE ENERGY COM 233331107 575,029 -25,884 -4.31 46,399 -10.60 0.0171
2015-02-13 2014-12-31 13F DTE ENERGY COM 233331107 600,913 -22,289 -3.58 51,901 9.47 0.0190
2014-12-16 2014-09-30 13F/A-1 DTE ENERGY COM 233331107 623,202 -9,363 -1.48 47,412 -3.75 0.0182
2014-11-14 2014-09-30 13F DTE ENERGY COM 233331107 623,202 47,412
2014-08-12 2014-06-30 13F DTE ENERGY COM 233331107 632,565 51,388 8.84 49,259 14.09 0.0843
2014-05-13 2014-03-31 13F DTE ENERGY COM 233331107 581,177 -196,885 -25.30 43,176 -16.41 0.0181
2014-02-13 2013-12-31 13F DTE ENERGY COM 233331107 778,062 424,684 120.18 51,655 121.54 0.0220
2013-11-13 2013-09-30 13F DTE ENERGY CO COM ST COM 233331107 353,378 -57,565 -14.01 23,316 -15.33 0.0110
2013-08-08 2013-06-30 13F DTE ENERGY CO COM ST COM 233331107 410,943 410,943 27,537 0.0139
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.