DTE Energy filings document financial results, utility subsidiary disclosures, material agreements, and investor communications for a Michigan diversified energy company. Recent 8-K reports furnish earnings releases, slide presentations, operating earnings guidance commentary, and unaudited financial statements for DTE Gas Company, including revenue, regulatory matters, cash flows, and shareholder equity.
The filing record also covers DTE Electric Company as a registrant in selected reports, material definitive agreements for electric service and clean capacity arrangements, Regulation FD presentations, common stock, and outstanding junior subordinated debenture series. These disclosures address regulated utility operations, capital structure, financial condition, and formal event reporting.
DTE Energy Company and DTE Electric report mixed first-quarter 2026 results. For DTE Energy, total operating revenues rose to $5,141 million from $4,440 million a year earlier, driven by both utility and non‑utility operations. However, operating income declined to $412 million from $624 million, and net income dropped to $247 million from $445 million, cutting diluted EPS to $1.19 from $2.14.
DTE Electric’s utility revenues increased to $1,717 million from $1,454 million, with operating income improving to $303 million from $224 million, lifting net income to $215 million from $121 million.
Cash from operations at DTE Energy was strong at $906 million, but was outpaced by heavy capital spending of $1,229 million. The company issued $1,582 million of long‑term debt. Regulators approved a $242 million annual electric revenue increase effective March 2026, while additional gas and electric rate cases are pending with requested base rate hikes of $163 million and $474 million, respectively.
DTE Energy Company and DTE Electric report mixed first-quarter 2026 results. For DTE Energy, total operating revenues rose to $5,141 million from $4,440 million a year earlier, driven by both utility and non‑utility operations. However, operating income declined to $412 million from $624 million, and net income dropped to $247 million from $445 million, cutting diluted EPS to $1.19 from $2.14.
DTE Electric’s utility revenues increased to $1,717 million from $1,454 million, with operating income improving to $303 million from $224 million, lifting net income to $215 million from $121 million.
Cash from operations at DTE Energy was strong at $906 million, but was outpaced by heavy capital spending of $1,229 million. The company issued $1,582 million of long‑term debt. Regulators approved a $242 million annual electric revenue increase effective March 2026, while additional gas and electric rate cases are pending with requested base rate hikes of $163 million and $474 million, respectively.
DTE Energy Company reported first-quarter 2026 results and highlighted major long-term growth initiatives. The company invested more than $1.2 billion in its utilities in the quarter, including $400 million in electric distribution upgrades, contributing to 60% fewer outages during comparable severe weather and restoring 99% of affected customers within 48 hours.
Net income was $247 million, or $1.19 per diluted share, down from $445 million, or $2.14, in 2025. Operating earnings were $407 million, or $1.95 per diluted share, compared with $436 million and $2.10 a year earlier. DTE reaffirmed 2026 operating EPS guidance of $7.59–$7.73, describing this as 6%–8% growth over the 2025 guidance midpoint and indicating confidence in reaching the high end, supported by RNG tax credits.
The company detailed large data center opportunities, including a 1.4 GW Oracle data center already approved and under construction and a newly executed 1.0 GW Google agreement filed with regulators. These contracts are expected to provide substantial customer affordability benefits, including about $300 million of annual benefit from Oracle at full ramp and an estimated $1.7 billion lifetime benefit from Google. DTE increased its five‑year capital plan to $36.5 billion, driven by data center projects, cleaner generation, and an $11 billion electric distribution investment plan aimed at cutting outage duration in half by 2029 while maintaining competitive residential bills.
DTE Energy Company reported first-quarter 2026 results and highlighted major long-term growth initiatives. The company invested more than $1.2 billion in its utilities in the quarter, including $400 million in electric distribution upgrades, contributing to 60% fewer outages during comparable severe weather and restoring 99% of affected customers within 48 hours.
Net income was $247 million, or $1.19 per diluted share, down from $445 million, or $2.14, in 2025. Operating earnings were $407 million, or $1.95 per diluted share, compared with $436 million and $2.10 a year earlier. DTE reaffirmed 2026 operating EPS guidance of $7.59–$7.73, describing this as 6%–8% growth over the 2025 guidance midpoint and indicating confidence in reaching the high end, supported by RNG tax credits.
The company detailed large data center opportunities, including a 1.4 GW Oracle data center already approved and under construction and a newly executed 1.0 GW Google agreement filed with regulators. These contracts are expected to provide substantial customer affordability benefits, including about $300 million of annual benefit from Oracle at full ramp and an estimated $1.7 billion lifetime benefit from Google. DTE increased its five‑year capital plan to $36.5 billion, driven by data center projects, cleaner generation, and an $11 billion electric distribution investment plan aimed at cutting outage duration in half by 2029 while maintaining competitive residential bills.
DTE Energy Co ownership filing: Vanguard Capital Management reports beneficial ownership of 14,543,250 shares of Common Stock, representing 6.99% of the class as shown in the filing dated 03/31/2026. The filing lists sole voting power for 2,055,310 shares and sole dispositive power for 14,543,250 shares. The report is submitted under Schedule 13G and signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
DTE Energy Co ownership filing: Vanguard Capital Management reports beneficial ownership of 14,543,250 shares of Common Stock, representing 6.99% of the class as shown in the filing dated 03/31/2026. The filing lists sole voting power for 2,055,310 shares and sole dispositive power for 14,543,250 shares. The report is submitted under Schedule 13G and signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
DTE Energy Co ownership filing: Vanguard Portfolio Management reports beneficial ownership of 11,891,999 shares of common stock, representing 5.71% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and reports limited sole voting power of 28,810.
The disclosure reflects holdings managed by Vanguard Portfolio Management LLC and certain affiliated investment divisions and notes the position is held on behalf of multiple funds and managed accounts.
DTE Energy Co ownership filing: Vanguard Portfolio Management reports beneficial ownership of 11,891,999 shares of common stock, representing 5.71% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and reports limited sole voting power of 28,810.
The disclosure reflects holdings managed by Vanguard Portfolio Management LLC and certain affiliated investment divisions and notes the position is held on behalf of multiple funds and managed accounts.
DTE Energy director David Brandon received a grant of phantom stock as payment for director fees. On this date, he acquired 246.4 units of phantom stock tied 1-for-1 to DTE Energy common stock at a reference value of $147.12 per unit.
These phantom stock units are part of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees and will be settled in cash on a future date selected under the plan. Including units acquired through the plan’s dividend reinvestment feature, Brandon now holds a total of 16,715.56 phantom stock units.
DTE Energy director David Brandon received a grant of phantom stock as payment for director fees. On this date, he acquired 246.4 units of phantom stock tied 1-for-1 to DTE Energy common stock at a reference value of $147.12 per unit.
These phantom stock units are part of the DTE Energy Company Plan for Deferring the Payment of Non-Employee Director Fees and will be settled in cash on a future date selected under the plan. Including units acquired through the plan’s dividend reinvestment feature, Brandon now holds a total of 16,715.56 phantom stock units.
DTE Energy Company director Gary Torgow reported a grant of phantom stock units as part of his director fees. On April 1, 2026, he acquired 246.4 phantom stock units tied to DTE Energy common stock, credited at a reference price of $147.12 per unit.
The filing notes these phantom stock units represent payment of director fees and will be settled in cash on a future date chosen under the company’s non-employee director fee deferral plan. Following this grant, Torgow’s total phantom stock balance increased to 7,043.88 units, including amounts accumulated through the plan’s dividend reinvestment feature.
DTE Energy Company director Gary Torgow reported a grant of phantom stock units as part of his director fees. On April 1, 2026, he acquired 246.4 phantom stock units tied to DTE Energy common stock, credited at a reference price of $147.12 per unit.
The filing notes these phantom stock units represent payment of director fees and will be settled in cash on a future date chosen under the company’s non-employee director fee deferral plan. Following this grant, Torgow’s total phantom stock balance increased to 7,043.88 units, including amounts accumulated through the plan’s dividend reinvestment feature.
DTE Energy Co Schedule 13G/A amendment shows The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing notes an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report holdings separately under SEC Release No. 34-39538. The amendment is signed by Ashley Grim on 03/26/2026.
DTE Energy Co Schedule 13G/A amendment shows The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing notes an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report holdings separately under SEC Release No. 34-39538. The amendment is signed by Ashley Grim on 03/26/2026.
DTE Energy is updating investors with a business outlook, highlighting 2026 earnings guidance, major data center wins, and a larger capital plan. The company now targets 2026 operating EPS of $7.59–$7.73, which it says reflects about 6%–8% growth over the 2025 guidance midpoint. A five-year capital investment plan of $36.5 billion from 2026–2030 focuses on DTE Electric, DTE Gas and DTE Vantage, including reliability, clean generation and storage. Approved 1.4 GW Oracle and a 1.0 GW Google data center agreement are expected to add load, support over $7 billion of related capital through 2032 and generate affordability benefits for existing customers. Management maintains a long-term operating EPS growth target of 6%–8% through 2030 and plans external equity issuances of $500–$600 million annually from 2026–2028 to help fund growth while preserving investment-grade credit ratings.
DTE Energy is updating investors with a business outlook, highlighting 2026 earnings guidance, major data center wins, and a larger capital plan. The company now targets 2026 operating EPS of $7.59–$7.73, which it says reflects about 6%–8% growth over the 2025 guidance midpoint. A five-year capital investment plan of $36.5 billion from 2026–2030 focuses on DTE Electric, DTE Gas and DTE Vantage, including reliability, clean generation and storage. Approved 1.4 GW Oracle and a 1.0 GW Google data center agreement are expected to add load, support over $7 billion of related capital through 2032 and generate affordability benefits for existing customers. Management maintains a long-term operating EPS growth target of 6%–8% through 2030 and plans external equity issuances of $500–$600 million annually from 2026–2028 to help fund growth while preserving investment-grade credit ratings.
DTE Energy and its subsidiary DTE Electric entered into long-term agreements with Google LLC to serve a planned 1.0 gigawatt data center in southeast Michigan. A Primary Supply Agreement provides electric service at DTE Electric’s standard industrial rate through December 2047, with minimum monthly charges and potential termination fees.
Through a separate Clean Capacity Accelerator Agreement, DTE Electric will, at Google’s cost, deploy up to 480 megawatts of energy storage and 1,600 megawatts of renewable generation over a 20‑year term, with options to extend. Google will also provide approximately 300 megawatts of Zonal Resource Credits in MISO Zone 7 at no cost, and its parent company is providing credit support for both agreements.
DTE Energy and its subsidiary DTE Electric entered into long-term agreements with Google LLC to serve a planned 1.0 gigawatt data center in southeast Michigan. A Primary Supply Agreement provides electric service at DTE Electric’s standard industrial rate through December 2047, with minimum monthly charges and potential termination fees.
Through a separate Clean Capacity Accelerator Agreement, DTE Electric will, at Google’s cost, deploy up to 480 megawatts of energy storage and 1,600 megawatts of renewable generation over a 20‑year term, with options to extend. Google will also provide approximately 300 megawatts of Zonal Resource Credits in MISO Zone 7 at no cost, and its parent company is providing credit support for both agreements.
DTE Energy Company is asking shareholders to vote at its virtual annual meeting on May 7, 2026 on three items: electing thirteen directors, ratifying PricewaterhouseCoopers as auditor for 2026, and an advisory say-on-pay vote on executive compensation.
The company highlights 2025 performance, including a 6.9% dividend increase, a five-year total shareholder return of 147% with 2020 as the base year, operating earnings per share of $7.36 and cash from operations of $3.41 billion. Management emphasizes grid and gas system investments, clean energy projects and a hyperscale data center contract expected to support long-term affordability.
The proxy details extensive governance and sustainability practices, board and committee structures, director independence, diversity and compensation, and executive pay programs that are largely at-risk and linked to financial, safety, reliability and clean energy goals. Shareholders of record on March 10, 2026 may vote by phone, internet, mail or at the virtual meeting.
DTE Energy Company is asking shareholders to vote at its virtual annual meeting on May 7, 2026 on three items: electing thirteen directors, ratifying PricewaterhouseCoopers as auditor for 2026, and an advisory say-on-pay vote on executive compensation.
The company highlights 2025 performance, including a 6.9% dividend increase, a five-year total shareholder return of 147% with 2020 as the base year, operating earnings per share of $7.36 and cash from operations of $3.41 billion. Management emphasizes grid and gas system investments, clean energy projects and a hyperscale data center contract expected to support long-term affordability.
The proxy details extensive governance and sustainability practices, board and committee structures, director independence, diversity and compensation, and executive pay programs that are largely at-risk and linked to financial, safety, reliability and clean energy goals. Shareholders of record on March 10, 2026 may vote by phone, internet, mail or at the virtual meeting.