Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DTE ENERGY CODTE · Entity 1351 | Sr VP & Chief Legal Officer | February 24, 2025 | February 25, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DTE ENERGY CO
Report date February 24, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,067 |
Reported balance
After 2025-02-24 transaction · row 1
1 source rowRow 1 · 2025-02-24 · Sale · Disposed 7,062 · Balance 14,067 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 826.69 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 826.69 F1: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 24, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of DTE common stock acquired under the DTE Energy Company Savings and Stock Ownership Plan (the "Plan") as of a Plan statement dated as of February 24, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 24, 2025 Filed Feb 25, 2025 18:00 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 7,062 | $132.40 | $935,008.80 |
DisclosureSEC source: 0000936340-25-000074 · wk-form4_1740506447.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,067 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 20:45 UTC | DTE ENERGY CO DTE · Entity 1351 | Disposition to issuerCommon Stock | 0.882 | $122.69 | $108.21 |
DisclosureSEC source: 0000936340-25-000048 · wk-form4_1738961132.xml · nonDerivative · entry 3 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,129 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 20:45 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 2,686 | $122.69 | $329,545.34 |
DisclosureSEC source: 0000936340-25-000048 · wk-form4_1738961132.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,129.882 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 20:45 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 11,047.882 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-25-000048 · wk-form4_1738961132.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,815.882 Read SEC document |
| February 02, 2025 Filed Feb 4, 2025 18:54 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 899 | $119.88 | $107,772.12 |
DisclosureSEC source: 0000936340-25-000028 · wk-form4_1738695251.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,768 Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:09 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 3,000 | $111.52 | $334,560.00 |
DisclosureSEC source: 0000936340-24-000135 · wk-form4_1714766958.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,667 F1 · price: Price shown is weighted average sale price. The sale transactions reported on this line ranged in price from $111.28 to $111.87. The reporting person undertakes to provide upon request by the Commission staff, DTE Energy Company, or a security holder of DTE Energy Company, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 18:37 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 6,070 | $109.19 | $662,783.30 |
DisclosureSEC source: 0000936340-24-000082 · wk-form4_1708627029.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,667 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 20:03 UTC | DTE ENERGY CO DTE · Entity 1351 | Disposition to issuerCommon Stock | 1.3 | $105.42 | $137.05 |
DisclosureSEC source: 0000936340-24-000044 · wk-form4_1706904183.xml · nonDerivative · entry 3 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,737 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 20:03 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 4,454 | $105.42 | $469,540.68 |
DisclosureSEC source: 0000936340-24-000044 · wk-form4_1706904183.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,738.3 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 20:03 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 15,984.3 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-24-000044 · wk-form4_1706904183.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,192.3 Read SEC document |
| January 27, 2024 Filed Jan 30, 2024 23:23 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 899 | $103.59 | $93,127.41 |
DisclosureSEC source: 0000936340-24-000041 · wk-form4_1706656991.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,208 Read SEC document |
| August 02, 2023 Filed Aug 3, 2023 18:47 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 2,500 | $113.53 | $283,825.00 |
DisclosureSEC source: 0000936340-23-000172 · wk-form4_1691088445.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,107 Read SEC document |
| May 05, 2023 Filed May 8, 2023 19:46 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 4,000 | $113.09 | $452,360.00 |
DisclosureSEC source: 0000936340-23-000117 · wf-form4_168357516345713.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,607 Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 15:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-23-000093 · wf-form4_168114058029229.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,607 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 15:29 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-23-000093 · wf-form4_168114058029229.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,698 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:37 UTC | DTE ENERGY CO DTE · Entity 1351 | Disposition to issuerCommon Stock | 1.48 | $116.19 | $171.96 |
DisclosureSEC source: 0000936340-23-000061 · wf-form4_167544943726671.xml · nonDerivative · entry 3 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,923 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:37 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 3,747 | $116.19 | $435,363.93 |
DisclosureSEC source: 0000936340-23-000061 · wf-form4_167544943726671.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,924.48 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:37 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 13,702.48 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-23-000061 · wf-form4_167544943726671.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,671.48 Read SEC document |
| January 29, 2023 Filed Jan 30, 2023 22:31 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 688 | $113.59 | $78,149.92 |
DisclosureSEC source: 0000936340-23-000040 · wf-form4_167511786686525.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,969 Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 20:16 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,000 | $135.62 | $135,620.00 |
DisclosureSEC source: 0000936340-22-000188 · wf-form4_166128578455985.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,657 Read SEC document |
| May 24, 2022 Filed May 24, 2022 19:45 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-22-000154 · wf-form4_165342152859509.xml · nonDerivative · entry 3 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,657 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| May 24, 2022 Filed May 24, 2022 19:45 UTC | DTE ENERGY CO DTE · Entity 1351 | GiftCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-22-000154 · wf-form4_165342152859509.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,812 F1 · price: The gift of stock did not involve payment of consideration by the recipient of the gift. Read SEC document |
| May 23, 2022 Filed May 24, 2022 19:45 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,938 | $130.31 | $252,540.78 |
DisclosureSEC source: 0000936340-22-000154 · wf-form4_165342152859509.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,006 Read SEC document |
| February 16, 2022 Filed Feb 17, 2022 15:00 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 500 | $116.58 | $58,290.00 |
DisclosureSEC source: 0000936340-22-000079 · wf-form4_164511000244700.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,944 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 17:16 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 1,043 | $120.23 | $125,399.89 |
DisclosureSEC source: 0000936340-22-000058 · wf-form4_164399495074329.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,444 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 17:16 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 6,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-22-000058 · wf-form4_164399495074329.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,487 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 30, 2022 Filed Jan 31, 2022 20:48 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 313 | $120.24 | $37,635.12 |
DisclosureSEC source: 0000936340-22-000036 · wf-form4_164366211410143.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,935 Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 17:04 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 500 | $110.78 | $55,390.00 |
DisclosureSEC source: 0000936340-21-000253 · wf-form4_163855102673107.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,248 F1 · balance_after: Incudes share adjustment resulting from the pro-rata spin-off of DT Midstream, Inc. effective July 1, 2021. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 16:28 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 1,000 | $124.92 | $124,920.00 |
DisclosureSEC source: 0000936340-21-000121 · wf-form4_161435690039078.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,833 Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 18:26 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 400 | $123.50 | $49,400.00 |
DisclosureSEC source: 0000936340-21-000115 · wf-form4_161419118250807.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,833 Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 15:33 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 229 | $118.72 | $27,186.88 |
DisclosureSEC source: 0000936340-21-000097 · wf-form4_161228002013169.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,233 Read SEC document |
| January 27, 2021 Filed Feb 1, 2021 15:01 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 881 | $120.71 | $106,345.51 |
DisclosureSEC source: 0000936340-21-000076 · wf-form4_161219166962577.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,462 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 27, 2021 Filed Feb 1, 2021 15:01 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-21-000076 · wf-form4_161219166962577.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,343 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| November 09, 2020 Filed Nov 9, 2020 21:08 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 400 | $130.97 | $52,386.80 |
DisclosureSEC source: 0000936340-20-000268 · wf-form4_160495605455738.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Read SEC document |
| May 18, 2020 Filed May 19, 2020 13:16 UTC | DTE ENERGY CO DTE · Entity 1351 | SaleCommon Stock | 400 | $101.93 | $40,772.00 |
DisclosureSEC source: 0000936340-20-000194 · wf-form4_158989419091863.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 Read SEC document |
| February 01, 2020 Filed Feb 3, 2020 20:28 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 239 | $132.61 | $31,693.79 |
DisclosureSEC source: 0000936340-20-000111 · wf-form4_158076166737962.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 19:55 UTC | DTE ENERGY CO DTE · Entity 1351 | Tax withholdingCommon Stock | 755 | $131.95 | $99,622.25 |
DisclosureSEC source: 0000936340-20-000083 · wf-form4_158050048401837.xml · nonDerivative · entry 2 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,939 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 19:55 UTC | DTE ENERGY CO DTE · Entity 1351 | GrantCommon Stock | 4,294 | $0.00 | $0.00 |
DisclosureSEC source: 0000936340-20-000083 · wf-form4_158050048401837.xml · nonDerivative · entry 1 Chavez JoAnn · CIK 0001790555 · Sr VP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,694 F1 · balance_after: Includes common stock acquired by the reporting person under the DTE Energy Company Dividend Reinvestment Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.