DTE Energy Company
US ˙ NYSE ˙ US2333311072

SecurityDTE / DTE Energy Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership33,392 shares
Latest Disclosed Value $ 4,882,578
Wealthfront Advisers Llc reports 21.80% increase in ownership of DTE / DTE Energy Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 33,392 shares of DTE Energy Company (US:DTE) valued at $4,882,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 27,415 shares of DTE Energy Company. This represents a change in shares of 21.80% during the quarter. The current value of the position is $4,735,320 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)
2026-05-05 2026-03-31 13F DTE ENERGY COM 233331107 33,392 5,977 21.80 4,883 38.10 0.0107
2026-01-30 2025-12-31 13F DTE ENERGY COM 233331107 27,415 1,579 6.11 3,536 -3.23 0.0079
2025-11-06 2025-09-30 13F DTE ENERGY COM 233331107 25,836 2,496 10.69 3,654 18.18 0.0086
2025-07-31 2025-06-30 13F DTE ENERGY COM 233331107 23,340 2,472 11.85 3,092 7.14 0.0080
2025-05-02 2025-03-31 13F DTE ENERGY COM 233331107 20,868 1,581 8.20 2,885 23.93 0.0077
2025-04-01 2024-12-31 13F/A-1 DTE ENERGY COM 233331107 19,287 1,387 7.75 2,329 1.31 0.0068
2024-11-12 2024-09-30 13F DTE ENERGY COM 233331107 17,900 2,728 17.98 2,299 36.46 0.0071
2024-08-14 2024-06-30 13F DTE ENERGY COM 233331107 15,172 2,652 21.18 1,684 20.03 0.0057
2024-04-19 2024-03-31 13F DTE ENERGY COM 233331107 12,520 1,902 17.91 1,404 19.91 0.0049
2024-02-09 2023-12-31 13F DTE ENERGY COM 233331107 10,618 2,081 24.38 1,171 38.13 0.0045
2023-11-01 2023-09-30 13F DTE ENERGY COM 233331107 8,537 -394 -4.41 848 -13.75 0.0036
2023-08-07 2023-06-30 13F DTE ENERGY COM 233331107 8,931 2,077 30.30 983 30.93 0.0042
2023-04-28 2023-03-31 13F DTE ENERGY COM 233331107 6,854 -16,591 -70.77 751 -72.78 0.0034
2023-02-10 2022-12-31 13F DTE ENERGY COM 233331107 23,445 -10,949 -31.83 2,755 -30.38 0.0134
2022-11-14 2022-09-30 13F DTE ENERGY COM 233331107 34,394 11,476 50.07 3,957 36.21 0.0210
2022-07-20 2022-06-30 13F DTE ENERGY COM 233331107 22,918 -10,055 -30.49 2,905 -33.37 0.0146
2022-05-16 2022-03-31 13F DTE ENERGY COM 233331107 32,973 22,601 217.90 4,360 251.61 0.0191
2022-01-21 2021-12-31 13F DTE ENERGY COM 233331107 10,372 -1,501 -12.64 1,240 -6.56 0.0052
2021-11-15 2021-09-30 13F DTE ENERGY COM 233331107 11,873 4,644 64.24 1,327 41.62 0.0061
2021-08-16 2021-06-30 13F DTE ENERGY COM 233331107 7,229 -227 -3.04 937 -5.64 0.0044
2021-05-14 2021-03-31 13F DTE ENERGY COM 233331107 7,456 46 0.62 993 10.33 0.0053
2021-02-16 2020-12-31 13F DTE ENERGY COM 233331107 7,410 -116 -1.54 900 3.93 0.0054
2020-11-16 2020-09-30 13F DTE ENERGY COM 233331107 7,526 -18 -0.24 866 6.78 0.0062
2020-08-14 2020-06-30 13F DTE ENERGY COM 233331107 7,544 -18,275 -70.78 811 -66.92 0.0063
2020-05-15 2020-03-31 13F DTE ENERGY COM 233331107 25,819 6,418 33.08 2,452 -2.70 0.0223
2020-01-21 2019-12-31 13F DTE ENERGY COM 233331107 19,401 1,715 9.70 2,520 7.14 0.0187
2019-10-15 2019-09-30 13F DTE ENERGY COM 233331107 17,686 724 4.27 2,352 8.44 0.0197
2019-08-13 2019-06-30 13F DTE ENERGY COM 233331107 16,962 44 0.26 2,169 2.80 0.0188
2019-05-13 2019-03-31 13F DTE ENERGY COM 233331107 16,918 1,521 9.88 2,110 24.26 0.0196
2019-02-14 2018-12-31 13F DTE ENERGY COM 233331107 15,397 15,397 1,698 0.0180
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.