DTE ENERGY CO (DTK) SEC Filings

DTE ENERGY COMPANY (DTB) received a Rule 144 notice that officer Trevor Francis Lauer plans to sell 5,000 shares of common stock through Morgan Stanley Smith Barney LLC on 09/01/2026 on the NYSE. The shares, with an aggregate market value of $678,559.00, were acquired on 02/02/2022 via restricted stock vesting under a registered plan for services rendered.

Capital World Investors, a division of Capital Research and Management Company and affiliated investment management entities, reports beneficial ownership of 10,141,745 shares of DTE Energy Co. common stock. This represents 4.9% of the 208,088,069 shares believed to be outstanding as of the reporting date.

Capital World Investors has sole voting power over 10,000,907 shares and sole dispositive power over all 10,141,745 shares, with no shared voting or dispositive power. The amendment notes that the holder’s stake is now at or below the 5% ownership threshold for this class.

DTE Energy Company furnished unaudited 2026 midyear financial statements for its indirect wholly owned subsidiary, DTE Gas Company.

For the six months ended June 30, 2026, DTE Gas generated $1,234 million in operating revenues and $205 million in net income, with operating income of $328 million. Net cash from operating activities was $619 million, supporting $347 million of plant and equipment expenditures and $112 million of dividends to the parent. The second quarter showed operating revenues of $311 million and a small net loss of $4 million.

At June 30, 2026, total assets were $8,998 million, long-term debt was $3,043 million, and shareholder’s equity was $3,209 million. DTE Gas maintains a $300 million unsecured revolving credit facility and reported a total funded debt to capitalization ratio of 0.49 to 1, within the 0.65 covenant. The U.S. Department of Energy granted a $1.6 billion loan under the Energy Dominance Financing program to support natural gas infrastructure modernization, with no amounts drawn as of June 30, 2026. Capital expenditures for 2026 are expected to be approximately $900 million.

DTE ENERGY CO director David Brandon reported a grant of phantom stock units as payment of director fees. On this Form 4, he acquired 240.75 phantom stock units tied to DTE common stock, with a reference price of $150.57 per unit. The phantom stock is linked 1-for-1 to common shares and will be settled in cash on a future date he selects under the company’s non-employee director fee deferral plan. Following this grant, his total phantom stock balance under the plan is 17,087.06 units, including amounts accumulated through dividend reinvestment.

DTE Energy director Gary Torgow received an award of phantom stock units as part of his non-employee director fees. On this date, he was granted 240.7500 phantom stock units tied on a 1-for-1 basis to DTE common stock, at a reference price of $150.5700 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 at a future date selected by Torgow under the plan. After this grant, his total phantom stock balance under the plan is 7,338.6000 units, including units acquired through the plan’s dividend reinvestment feature.

DTE Energy Co executive Tomina Renee M., President & COO of DTE Gas, filed an initial Form 3 reporting her beneficial ownership of company common stock. This filing does not show any new purchases or sales; it establishes her current holdings.

She reports 14,161.2 shares of DTE common stock held directly as of the filing date. She also reports 180.14 shares held indirectly in a 401(k) plan. According to the footnote, the indirect amount includes shares acquired under the DTE Energy Company Savings and Stock Ownership Plan as of a plan statement dated June 29, 2026.

DTE Energy Co executive Arcangela M. Pizzuti has filed an initial Form 3 reporting her ownership of the company’s common stock. She reports 3,900 shares of DTE common stock held directly. She also reports 3,074.77 shares held indirectly through a 401(k) account.

According to a footnote, the indirect holdings include shares acquired under the DTE Energy Company Savings and Stock Ownership Plan as of a plan statement dated June 29, 2026. This filing establishes her baseline ownership as Sr VP and Chief Administrative Officer, without reporting any new purchase or sale transactions.

DTE Energy Company filed a current report describing plans to meet with investors on June 23, 2026, using a slide presentation previously furnished as Exhibit 99.1 and also posted on its website on June 22, 2026. The company and its utility subsidiary discuss 2026 operating earnings guidance, noting that certain items such as non-recurring events, specific mark-to-market adjustments and discontinued operations will be excluded from operating results. Because these items can fluctuate significantly, DTE Energy states it cannot reliably forecast them and therefore does not provide reconciliations between 2026 operating earnings guidance and comparable reported earnings guidance. The information, including the slide presentation, is furnished under Regulation FD rather than treated as filed for liability purposes.

DTE Energy Company completed the sale of $1,000,000,000 aggregate principal amount of its 2026 Series C 6.200% Fixed-to-Fixed Reset Rate Junior Subordinated Debentures due 2058. These debentures were issued under an existing shelf registration statement on Form S-3.

The securities are governed by DTE Energy’s Amended and Restated Indenture dated April 9, 2001, as supplemented by a Supplemental Indenture dated June 1, 2026. The report mainly files the related indenture and legal and tax opinions as exhibits.