DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership46,081 shares
Latest Disclosed Value $ 6,737,968
Rockefeller Capital Management L.P. reports 56.14% increase in ownership of DTE / DTE Energy Company

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 46,081 shares of DTE Energy Company (US:DTE) valued at $6,737,964 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 29,512 shares of DTE Energy Company. This represents a change in shares of 56.14% during the quarter. The current value of the position is $6,534,747 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 46,081 16,569 56.14 6,738 77.01 0.0119
2026-03-16 2025-12-31 13F/A-1 DTE ENERGY COM 233331107 29,512 3,658 14.15 3,807 4.10 0.0069
2026-02-14 2025-12-31 13F DTE ENERGY COM 233331107 29,514 3,660 3,807 0.0035
2025-11-14 2025-09-30 13F DTE ENERGY COM 233331107 25,854 -1,143 -4.23 3,657 2.24 0.0072
2025-08-14 2025-06-30 13F/A-1 DTE ENERGY COM 233331107 26,997 -88 -0.32 3,576 -4.51 0.0078
2025-08-08 2025-06-30 13F DTE ENERGY COM 233331107 26,997 -88 3,576 0.0045
2025-05-14 2025-03-31 13F DTE ENERGY COM 233331107 27,085 -306 -1.12 3,745 13.28 0.0092
2025-02-13 2024-12-31 13F DTE ENERGY COM 233331107 27,391 385 1.43 3,306 -4.59 0.0086
2024-11-14 2024-09-30 13F DTE ENERGY COM 233331107 27,006 -1,289 -4.56 3,466 10.32 0.0093
2024-08-12 2024-06-30 13F DTE ENERGY COM 233331107 28,295 -109 -0.38 3,141 -1.38 0.0089
2024-05-14 2024-03-31 13F DTE ENERGY COM 233331107 28,404 2,767 10.79 3,185 12.70 0.0093
2024-02-14 2023-12-31 13F DTE ENERGY COM 233331107 25,637 -4,495 -14.92 2,827 -5.52 0.0094
2023-11-14 2023-09-30 13F DTE ENERGY COM 233331107 30,132 579 1.96 2,992 -8.00 0.0115
2023-08-14 2023-06-30 13F DTE ENERGY COM 233331107 29,553 -408 -1.36 3,251 108,266.67 0.0126
2023-05-16 2023-03-31 13F DTE ENERGY COM 233331107 29,961 -2,061 -6.44 3 -99.92 0.0141
2023-03-06 2022-12-31 13F DTE ENERGY COM 233331107 32,022 -13,153 -29.12 3,763 -27.59 0.0189
2022-11-02 2022-09-30 13F DTE ENERGY COM 233331107 45,175 -1,338 -2.88 5,197 -11.84 0.0269
2022-08-12 2022-06-30 13F DTE ENERGY COM 233331107 46,513 -550 -1.17 5,895 -5.26 0.0313
2022-05-13 2022-03-31 13F DTE ENERGY COM 233331107 47,063 3,281 7.49 6,222 18.90 0.0300
2022-02-14 2021-12-31 13F DTE ENERGY COM 233331107 43,782 6,577 17.68 5,233 25.91 0.0244
2021-11-12 2021-09-30 13F DTE ENERGY COM 233331107 37,205 28,741 339.57 4,156 279.20 0.0218
2021-08-10 2021-06-30 13F DTE ENERGY COM 233331107 8,464 570 7.22 1,096 4.28 0.0062
2021-05-11 2021-03-31 13F DTE ENERGY COM 233331107 7,894 7,101 895.46 1,051 994.79 0.0071
2021-02-12 2020-12-31 13F DTE ENERGY COM 233331107 793 20 2.59 96 9.09 0.0007
2020-11-13 2020-09-30 13F DTE ENERGY COM 233331107 773 -414 -34.88 88 -31.25 0.0008
2020-08-12 2020-06-30 13F DTE ENERGY COM 233331107 1,187 13 1.11 128 15.32 0.0013
2020-05-12 2020-03-31 13F DTE ENERGY COM 233331107 1,174 -10 -0.84 111 -27.92 0.0015
2020-02-07 2019-12-31 13F DTE ENERGY COM 233331107 1,184 57 5.06 154 2.67 0.0019
2019-11-12 2019-09-30 13F DTE ENERGY COM 233331107 1,127 -730 -39.31 150 -36.71 0.0020
2019-08-09 2019-06-30 13F DTE ENERGY COM 233331107 1,857 -91 -4.67 237 -2.47 0.0033
2019-05-10 2019-03-31 13F DTE ENERGY COM 233331107 1,948 1,948 243 0.0035
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.