DTE Energy Company · NYSE:DTE
DTE Energy — EEI Financial Conference 2026
21 slides from DTE Energy's conference presentation, Nov 6, 2026
Slide 1: EEI Financial Conference November 8-10, 2026
EEI Financial Conference November 8-10, 2026 EXHIBIT 99.1
Slide 2: Safe harbor statement
Safe harbor statement 2 The information contained herein is as of the date of this document. DTE Energy expressly disclaims any current intention to update any forward-looking statements contained in this document as a result of new information or future events or developments. Words such as “antici
Slide 3: Strategic sale of Vantage sharpens focus on affordability and data center growth
2026 2027 2028 2029 2030 2031 Strategic sale of Vantage sharpens focus on delivering unprecedented customer affordability benefits and strong growth from data center development 3 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to reported earni
Slide 4: Growth in capital plan driven by increased utility investment
Growth in capital plan driven by increased utility investment that is focused on improving reliability, advancing cleaner generation and delivering significant customer affordability benefits 4 Five-year capital investment plan increased nearly 30% over the prior plan, driven by data center developm
Slide 5: Vantage sale rotates capital to customer-focused utility investment
Vantage sale rotates capital to customer-focused utility investment that drives affordability benefits and growth 5 Transaction Details1 Rationale Use of Proceeds Next Steps ✓ Transaction value: approximately $3 billion; strong valuation received, reflecting the quality of the Vantage business ✓ Buy
Slide 6: Transaction solidifies DTE as a premium regulated utility
Transaction solidifies DTE as a premium regulated utility, better positioned to execute growth that significantly enhances customer affordability 6 Enhanced strategic focus Significant customer-focused investments Distinguished growth profile Improved investor alignment ✓ Concentrates management att
Slide 7: DTE Electric: customer-focused investments support affordability and growth
7 DTE Electric: customer-focused investments support affordability, distribution reliability, data center growth and cleaner generation $4 $4 $11 $12 $15 $23 2026 - 2030 prior plan 2027 - 2031 updated plan Base infrastructure Cleaner generation2 $30 DTE Electric investment (billions) $39 30 % Distri
Slide 8: Continuing to advance additional data center opportunities
Continuing to advance additional data center opportunities that further enhance customer affordability and drive growth 1. Refer to the appendix for information regarding the reconciliation of operating earnings (non-GAAP) to reported earnings Proven execution with contracts that protect customers a
Slide 9: Strategic investments and operational execution to improve reliability
Continued focus on strategic investments and operational execution to drive improvement in reliability for our customers Technology and Automation • Installed 730 automatic devices in 2025; 20% more than planned through efficiency gains • Another 500+ additional devices planned for 2026 3 minutes AW
Slide 10: 2026 IRP filing outlines plan for cleaner, reliable energy future
✓ Reaffirms the retirement of all coal in 2032 • Monroe Power Plant Units 3 and 4 will retire in 2028, followed by Units 1 and 2 in 2032, retiring 3 GW of capacity ✓ Adds combination of resources to support load growth and meet renewable and clean energy standards • 15 GW of renewable energy (solar
Slide 11: Data center projects sustain customer affordability
11 1. Source: Energy Information Administration (EIA). Ending point is the average 12-month rolling residential bill from August 2025 to July 2026 2. Source: EIA and Federal Reserve Economic Data (FRED) Data center projects combined with our continuous improvement culture will sustain our historical
Slide 12: DTE Gas: replacing aging infrastructure for reliability and safety
DTE Gas: replacing aging infrastructure to ensure reliability and safety for our customers 12 Gas renewal program Base infrastructure $1.8 $1.8 $2.7 $3.4 2026 - 2030 prior plan 2027 - 2031 updated plan $4.5 $5.2 DTE Gas investment (billions) • Long-term capital investment plan focused on infrastruct
Slide 13: Maintaining strong cash flows, balance sheet and credit profile
Maintaining strong cash flows, balance sheet and credit profile 13 Credit ratings S&P Moody’s Fitch DTE Energy (unsecured) BBB Baa2 BBB DTE Electric (secured) A Aa3 A+ DTE Gas (secured) A A1 A Strong balance sheet supports robust customer-focused investment agenda • Customer-focused capital investme
Slide 14: Well positioned to drive long-term value for shareholders
14 Well positioned to continue to drive long-term value for shareholders while delivering affordable, reliable energy for our customers Strong Long-Term Utility Growth Opportunities Solid Regulatory Construct Reliable and Affordable Energy for our Customers Consistent Financial Results • Met or exce
Slide 15: Appendix
15 Appendix
Slide 16: Data center opportunities continue to progress
16 • Contracts approved by MPSC and construction underway; demand expected to ramp up in 2027 • Load ramp supported by existing capacity and nearly $2 billion energy storage investment • 19-year power supply agreement with minimum monthly charges; 15-year energy storage contract covers capital inves
Slide 17: 2026 operating EPS guidance midpoint provides 7% growth
2026 operating EPS1 guidance midpoint provides 7% growth over 2025 original guidance midpoint; positioned to achieve high end 17 (millions, except EPS) 2026 operating earnings DTE Electric $1,340 - $1,360 DTE Gas 315 - 325 DTE Vantage 180 - 190 Energy Trading 50 - 60 Corporate & Other (310) - (300)
Slide 18: Cash flow and capital expenditures guidance
Cash flow and capital expenditures guidance 18 1. Includes equity issued for employee benefit programs. Up to $100 million expected in 2026 2026 guidance DTE Electric Base infrastructure $1,020 Cleaner generation 2,440 Distribution infrastructure 1,760 $5,220 DTE Gas Base infrastructure $590 Gas ren
Slide 19: Top tier affordability for our customers
Top tier affordability for our customers over the last 5 years 19 State comparison – electric residential bill change % from 2021 to 20261 1. Source: Energy Information Administration (EIA). Ending point is the average 12-month rolling residential bill from August 2025 to July 2026 Great Lakes peer
Slide 20: ESG efforts are key priorities
Environmental, social and governance (ESG) efforts are key priorities; aspiring to be the best in the industry Environment • Transitioning towards net zero1 emissions at both utilities • Accelerating transition to cleaner generation • Protecting our natural resources Social • Focusing on the diversi
Slide 21: Reconciliation of reported to operating earnings (non-GAAP)
Goal for DTE Energy's utility operations and gas suppliers at DTE Gas that any carbon emissions put into the atmosphere will be balanced by those taken out of the atmosphere. Achieving this goal will include collective efforts to reduce carbon emissions and actions to offset any remaining emissions.