DTE Energy Company

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 964 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Holdings side: the FY2025 10-K (filed 17 Feb 2026, Note 2/Equity Method Investments) and the Q2 2026 10-Q (filed 28 Jul 2026) both report a single combined 'Investments in equity method investees' balance: $122 million at 31 Dec 2025 and $112 million at 30 Jun 2026. The 10-K states this balance is 'primarily comprised of investments in the DTE Vantage segment and Corporate and Other, of which no investment is individually significant.' DTE Vantage's piece covers renewable gas recovery/landfill gas sites, custom energy solutions projects, and an investment in a second metallurgical coke battery (1.2 million tons/yr capacity); Corporate and Other covers limited-partnership interests in regional economic-development funds. No individual investee is named or given an ownership percentage anywhere in the 10-K, the 10-Q, or the FY2025 Exhibit 21 subsidiaries list (which is a bare wholly-owned-subsidiary name list with no percentage column and no jointly-owned entries). Per the brief's combined-balance rule, every affected holding is therefore left unsized (value_usd null) and none is recorded as an individual holdings row; the combined figures are cited here instead.
• Searched specifically for NEXUS Gas Transmission and Millennium Pipeline in the FY2025 10-K: zero hits for either, so DTE does not appear to hold either. Vector Pipeline L.P. appears only once, as a counterparty on a long-term gas transportation SUPPLY/capacity contract (18 MDth/d, expiring 2040), not as an equity investment.
• DTE Electric has direct, undivided joint-ownership interests in two utility generating plants (10-K Note 7, Jointly-Owned Utility Plant): Belle River (DTE Electric 81%, Michigan Public Power Agency 19%) and Ludington Hydroelectric Pumped Storage (DTE Electric 49%, Consumers Energy Company 51%). These are proportionate ownership interests in physical plant assets, consolidated directly onto DTE's own PP&E, not equity stakes in another company's shares (MPPA is a public power agency with no stock; Consumers Energy's 51% is in the plant, not in DTE holding Consumers/CMS Energy shares). Excluded as holdings per the brief's scope.
• Register: 14 rows, all re-fetched fresh from each holder's own Q2 2026 (period 30 Jun 2026) 13F-HR information table rather than taken from the project's data/registers/DTE.json snapshot (dated 31 Mar 2026), which was used only to enumerate holder names and CIKs to check, per the project's stale-snapshot guidance. Row count 14, total shares summed 112,503,759, self-gate 112,503,759 / 208,088,069 = 54.07% of shares outstanding (30 Jun 2026, 10-Q cover page). No row in this register carries is_aggregate or rolls_up_into: every row here is either a single filer or a family roll-up (Vanguard, Capital Group, T. Rowe Price) with no proxy-style container/member relationship, so the self-gate reduces to a plain sum.
• Every register row's implied price per share (value_usd / shares) clusters tightly between $151.79 and $153.51 as of 30 Jun 2026, which cross-validates the family sums and the T. Rowe Price / Cohen & Steers thousands-to-dollars conversions.
• The DEF 14A (filed 12 Mar 2026) separately discloses, from an older Schedule 13G/A dated Feb 2024 for Vanguard and similarly dated filings for the others: The Vanguard Group 25,058,157 sh / 12.2%, BlackRock 17,317,065 sh / 8.4%, Capital Research Global Investors (alone) 14,134,278 sh / 6.8%, State Street 10,559,233 sh / 5.1%. Per the brief's rule to prefer fresh 13F data over a stale 13G quoted in a proxy, these are superseded by the fresh Q2 2026 13F-HR figures above and are recorded here only for reconciliation; the two sets broadly agree on holder identity and rank.
• Capital Group family sweep checked 5 registrants (Capital Research Global Investors, Capital World Investors, Capital International Inc./CA, Capital International Sarl, and Capital International Investors); the fifth holds zero DTE shares and is excluded from the row rather than included at null.
• Did not locate a distinct 'directors and executive officers as a group' aggregate ownership percentage in the DEF 14A via the search terms tried (see unknowns); DTE has no controlling founder, family, or insider stake, so no insider row is included in the register.