DTE β€” D T E ENERGY COMPANY

Ownership history in L & S Advisors Inc  Β·  7 quarters on record

AI Ownership Summary

L & S Advisors Inc reported D T E ENERGY COMPANY (DTE) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.65% in 2023 Q4. The latest visible filing shows DTE at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L & S Advisors Inc's position in D T E ENERGY COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DTE was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L & S Advisors Inc held DTE β€” position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 26,540 +8,397 +46.3% 0.36% $3.8M 2025-11-07 $134.47
2024 Q3 REDUCED 18,143 -30,144 -62.4% 0.24% $2.3M 2024-11-12 $114.21
2023 Q4 ADDED 48,287 +31,886 +194.4% 0.65% $5.3M 2024-02-13 $96.68
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L & S Advisors Inc and DTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has L & S Advisors Inc reported owning DTE?

L & S Advisors Inc reported DTE across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DTE position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for DTE was 0.65% in 2023 Q4.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2025 Q3, when L & S Advisors Inc reported 26,540 shares, equal to 0.36% of portfolio, with an estimated market value of $3.8M.

What does the chart on this DTE ownership page compare?

The chart compares L & S Advisors Inc's quarterly DTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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