DTE ENERGY CO SEC Filings

DTE Energy Vice Chairman & CFO reported an acquisition of company common stock under the employee savings plan. On 09/08/2025 the reporting person acquired 7,422 shares of DTE common stock at a reported price of $0, reflecting shares received through the DTE Energy Company Savings and Stock Ownership Plan as of a plan statement dated September 8, 2025. Following the transaction, the reporting person directly beneficially owns 88,846 shares and has indirect holdings of 1,875 shares in a family trust and 6,441.54 shares in a 401(k). The Form 4 was signed by an attorney-in-fact on 09/09/2025.

DTE Energy Company filed a prospectus supplement for debt securities describing its 2025 Series I notes together with its 2023 Series C notes (collectively, the "notes"). The supplement states the 2025 Series I notes will pay interest in arrears on specified dates each year beginning in 2026 at a stated annual rate (rate and principal amounts are redacted in the provided text). The document describes settlement mechanics including same-day funds settlement through DTC and conventional Eurobond settlement via Clearstream and Euroclear, and emphasizes T+1 secondary-market settlement requirements. It explains U.S. federal tax treatment for U.S. Holders (including amortizable bond premium rules and backup withholding) and for Non-U.S. Holders (withholding, net-basis taxation, and treaty/branch-profits considerations). The supplement notes priority of senior indebtedness over subordinated debt securities on liquidation and refers to incorporation by reference of DTE Energy's Form 10-K for the year ended December 31, 2024, with audit reliance on PricewaterhouseCoopers LLP.

DTE Energy's prospectus supplement describes terms and tax, settlement and investor considerations for its junior subordinated debentures. The debentures mature on October 1, 2085 and may be redeemed in whole (but not in part) before October 1, 2030 if certain tax-law changes occur (redemption at 100% of principal plus accrued interest) or if specified rating-agency equity credit criteria change (redemption at 102% of principal plus accrued interest). The issuer may pursue ministerial measures in lieu of redemption within a 90-day window. If interest payments are deferred, deferred interest may be treated as original issue discount for U.S. federal income tax purposes, requiring holders to include deferred interest in gross income before cash receipt. The supplement addresses withholding and backup withholding rules for Non-U.S. Holders and certification via IRS forms (W-9, W-8 series), settlement procedures (including T+1 and Clearstream/Euroclear mechanics), subordination to senior indebtedness on insolvency, ERISA and plan-asset considerations, and reliance on PwC audits incorporated from the Form 10-K.

DTE Energy Company reported an update on an ongoing environmental enforcement case involving its wholly owned subsidiary, EES Coke Battery, LLC, related to Clean Air Act permitting and sulfur dioxide emissions at a Michigan coke battery facility. Federal regulators and intervenors allege that certain permits and emissions did not meet non-attainment new source review requirements, while EES Coke maintains that its permits complied and that its emissions are compliant.

The U.S. Department of Justice, on behalf of the EPA, filed a complaint in federal court, and on August 25, 2025, the court granted the EPA’s motion for partial summary judgment on liability. DTE Energy and EES Coke intend to appeal and have requested certification for an interlocutory appeal, while a trial on remedies, including potential penalties, is scheduled to begin on September 15, 2025. DTE Energy states it cannot currently predict the outcome or financial impact of this matter.

Gerardo Norcia, a director and the Chairman and CEO of DTE Energy Co. (DTE), reported a gift of 725 shares of DTE common stock on 08/28/2025 (transaction code G) with no cash consideration. After the reported transaction, the filing shows 407,263 shares held directly by the reporting person. The filing also notes an indirect holding of 914.52 shares attributed to the DTE Energy Company Savings and Stock Ownership Plan per a Plan statement dated 08/28/2025. The Form 4 was signed by Todd A. Richards as attorney-in-fact on 09/02/2025. The disclosure is limited to the described gift and the stated direct and indirect holdings.

DTE Energy Company and its utility subsidiary DTE Electric Company filed a current report describing an upcoming investor meeting on August 20, 2025. DTE Energy will use a slide presentation that was previously furnished as an exhibit dated July 29, 2025 and made available on its website on August 18, 2025.

In the business presentation, DTE Energy discusses its 2025 operating earnings guidance and notes that certain items affecting 2025 reported results are expected to be excluded from operating results. The company explains that reconciliations to comparable 2025 reported earnings guidance are not provided because it cannot reliably forecast specific non-recurring items, certain mark-to-market adjustments and discontinued operations, which may fluctuate significantly and materially affect reported earnings.

Lisa A. Muschong, identified as an officer (VP, Corporate Secretary & Chief of Staff) and director of DTE Energy Company (DTE), reported a sale on 08/14/2025. The Form 4 shows 1,600 shares of DTE common stock were sold at $140.5309 per share. After the sale, Ms. Muschong beneficially owned 4,153 shares directly. The filing also reports 211.963 shares held indirectly in a 401(k) plan, with an explanation that these include shares acquired under the company savings and stock ownership plan as of an August 14, 2025 plan statement. The form was signed by an attorney-in-fact on 08/15/2025.

Capital Research Global Investors (CRGI) reports beneficial ownership of 14,134,278 shares of DTE Energy common stock, representing 6.8% of the 207,517,751 shares the filing states are outstanding. CRGI describes itself as a division of Capital Research and Management Company and related investment management entities that collectively provide investment management services under the name "Capital Research Global Investors."

The filing shows sole voting power of 14,131,187 shares and sole dispositive power of 14,134,278 shares. The statement certifies these securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

State Street Corporation reports an aggregate beneficial ownership of 10,559,233 shares of DTE Energy common stock, representing 5.1% of the class. The filing shows shared voting power of 7,011,955 shares and shared dispositive power of 10,558,531 shares, and classifies the reporting person as HC (holding company). Several State Street affiliate asset managers are identified as the relevant subsidiaries that acquired the securities. The filing certifies the holdings are held in the ordinary course of business and not for purposes of changing or influencing control.