DTE 에너지 회사
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionWsfs Capital Management, Llc
Latest Disclosed Ownership2,476 shares
Latest Disclosed Value $ 362,092
Wsfs Capital Management, Llc reports 1.48% increase in ownership of DTE1 / DTE Energy Company

On May 4, 2026 - Wsfs Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,476 shares of DTE Energy Company (MX:DTE1) valued at $362,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,440 shares of DTE Energy Company. This represents a change in shares of 1.48% during the quarter.

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)
2026-05-04 2026-03-31 13F DTE ENERGY COM 233331107 2,476 36 1.48 362 15.29 0.0176
2026-02-04 2025-12-31 13F DTE ENERGY COM 233331107 2,440 19 0.78 315 -8.19 0.0151
2025-11-04 2025-09-30 13F DTE ENERGY COM 233331107 2,421 30 1.25 342 8.23 0.0170
2025-08-06 2025-06-30 13F DTE ENERGY COM 233331107 2,391 366 18.07 317 12.86 0.0173
2025-05-02 2025-03-31 13F DTE ENERGY COM 233331107 2,025 0 0.00 280 14.75 0.0168
2025-02-05 2024-12-31 13F/A-1 DTE ENERGY COM 233331107 2,025 0 0.00 245 -6.15 0.0132
2025-02-03 2024-12-31 13F DTE ENERGY COM 233331107 2,025 0 245 0.0132
2024-10-25 2024-09-30 13F DTE ENERGY COM 233331107 2,025 0 0.00 260 11.11 0.0140
2024-07-30 2024-06-30 13F DTE ENERGY COM 233331107 2,025 -983 -32.68 235 3.08 0.0129
2024-05-02 2024-03-31 13F DTE ENERGY COM 233331107 3,008 984 48.62 227 1.79 0.0129
2024-02-02 2023-12-31 13F DTE ENERGY COM 233331107 2,024 0 0.00 223 11.50 0.0139
2023-11-08 2023-09-30 13F DTE ENERGY COM 233331107 2,024 2,024 201 0.0131
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.