Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dte Energy Co (DTE)

969 + Investors. Track Smart Money conviction in DTE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — DTE

Based on 978 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
978 hedge funds hold DTE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

502 buying425 selling
Last quarter: 502 funds bought or added vs 425 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 103 → 104 → 153 → 145. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
622 out of 978 hedge funds have held DTE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

129 → 103 → 104 → 153 → 145 new funds/Q
New funds entering each quarter: 103 → 104 → 153 → 145. A growing number of institutions are discovering DTE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 988 holders: 676 (68%) are 2+ year veterans, 110 entered 1–2 years ago, and 202 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
65 of 978 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DTE

In 2026 Q1, 502 hedge funds were net buyers of DTE (145 opened a new position, 357 added to an existing one), while 425 reduced or exited (305 trimmed, 120 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in DTE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 978.

Hedge Fund Ownership: DTE

How many hedge funds hold DTE — quarterly history vs. share price
Quarterly hedge fund ownership of DTE vs. share price

Market Analysis: DTE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DTE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dte Energy Co (DTE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DTE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DTE
+0.1%
XLU
-3.4%

DTE outperformed XLU by +3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DTE
+4.7%
XLU
+89.1%

Since the filing became public, DTE outperformed XLU by -84.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: DTE
969 + Investors

Track Smart Money conviction in DTE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 969 952 1.79%
13F Shares 165M 163M 1.45%
Total Value $23.53B $20.84B 12.92%
New Positions 142 153 -11
Increased Positions 353 307 +46
Closed Positions 125 102 +23
Reduced Positions 300 319 -19
Total Calls 5 7 -28.57%
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.0 0.57 Neutral

Statistics: DTE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

969 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DTE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DTE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Decade Renewable Partners LP 4.94% 47,000 $6.2M
2 HITE Hedge Asset Management LLC 4.22% 511,367 $74.8M
3 Covalis Capital LLP 2.36% 261,855 $38.3M
4 Rhl Group, LLC 2.32% 20,558 $2.7M
5 Eley Financial Management, Inc 1.67% 30,161 $4.2M
6 Blue Chip Partners, LLC 1.39% 131,716 $19.3M
7 Energy Income Partners, LLC 1.37% 582,435 $85.2M
8 Duff & Phelps Investment Management Co 1.20% 792,462 $115.9M
9 FSA Advisors, Inc. 1.20% 12,478 $1.8M
10 Stack Financial Management, Inc 1.19% 111,204 $16.3M
11 Strategic Advisors LLC 1.18% 48,695 $7.1M
12 Yaupon Capital Management LP 1.17% 255,555 $37.4M
13 Strategic Financial Group, LLC 1.14% 7,568 $1.1M
14 Morton Community Bank 1.04% 32,630 $4.8M
15 Aventail Capital Group, LP 0.98% 139,548 $20.4M
16 Gilliland Jeter Wealth Management LLC 0.97% 22,425 $3.3M
17 Applied Finance Capital Management, LLC 0.88% 79,776 $11.7M
18 Icon Advisers Inc/Co 0.83% 24,659 $3.6M
19 Reaves W H & Co Inc 0.79% 323,705 $47.3M
20 Retirement Guys Formula LLC 0.74% 10,982 $1.6M
21 Howe & Rusling Inc 0.73% 76,337 $11.2M
22 Bernard Wealth Management Corp. 0.72% 11,610 $1.7M
23 Finward Bancorp 0.70% 6,000 $877K
24 Leeward Investments, LLC - MA 0.64% 88,550 $12.9M
25 Sculati Wealth Management, LLC 0.61% 11,345 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dte Energy Co (DTE)

What does the Smart Money Trend signal show for DTE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DTE?

Slight buying edge — 54% buying: Last quarter: 502 funds bought or added vs 425 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DTE holders?

Elite ownership — 54% AUM from top-100 funds: 65 of 978 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DTE?

64% of holders stayed for 2+ years: 622 out of 978 hedge funds have held DTE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dte Energy Co (DTE) following the 2026 Q1 hedge fund 13F filings?

As of today, DTE has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +89.1% for the XLU sector ETF — an outperformance of -84.4%. Since the quarter end (March 31, 2026), DTE has gained +0.1% vs -3.4% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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