Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DTE ENERGY CO (DTE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — DTE

Based on 892 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
892 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 — +12% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

438 buying404 selling
Last quarter: 438 funds bought or added vs 404 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.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new DTE position: 119 → 97 → 100 → 142. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 18% medium 14% new
602 out of 892 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

99 → 119 → 97 → 100 → 142 new funds/Q
New funds entering each quarter: 119 → 97 → 100 → 142. A growing number of institutions are discovering DTE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 12% 1-2yr 19% new
Of 902 current holders: 630 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
43 of 892 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

92 top-rated funds 0 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: DTE
2026 Q1 Stats Unlock in 22 days 902 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 902 862 4.64%
13F Shares 161M 164M -1.56%
Total Value $20.67B $22.96B -10.0%
New Positions 142 100 +42
Increased Positions 313 335 -22
Closed Positions 100 108 -8
Reduced Positions 319 286 +33
Total Calls 7 11 -36.36%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.57 0.45 Bullish

Statistics: DTE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

902 + investors

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

Top 25 institutional holders of DTE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.20% 792,462 $115.9M
2 Gilliland Jeter Wealth Management LLC 0.97% 22,425 $3.3M
3 RETIREMENT GUYS FORMULA LLC 0.74% 10,982 $1.6M
4 HOWE & RUSLING INC 0.73% 76,337 $11.2M
5 Finward Bancorp 0.70% 6,000 $877K
6 Leeward Investments, LLC - MA 0.64% 88,550 $12.9M
7 Sculati Wealth Management, LLC 0.61% 11,345 $1.7M
8 PATTON ALBERTSON MILLER GROUP, LLC 0.58% 33,560 $4.9M
9 Peregrine Asset Advisers, Inc. 0.56% 14,216 $2.1M
10 Cyndeo Wealth Partners, LLC 0.54% 70,192 $10.3M
11 DEPRINCE RACE & ZOLLO INC 0.52% 187,521 $27.4M
12 Friedenthal Financial 0.51% 7,021 $1.0M
13 Hummer Financial Advisory Services Inc 0.46% 4,413 $650K
14 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.45% 15,700 $2.3M
15 MQS Management LLC 0.45% 4,567 $668K
16 Dougherty & Associates, LLC 0.44% 3,251 $475K
17 Avantra Family Wealth, Inc. 0.43% 3,909 $572K
18 Arbor Wealth Advisors LLC 0.39% 3,808 $557K
19 PEDDOCK CAPITAL ADVISORS, LLC 0.36% 11,230 $1.6M
20 TOUNJIAN ADVISORY PARTNERS, LLC 0.36% 6,800 $994K
21 Impact Capital Partners LLC 0.36% 8,079 $1.2M
22 C2C Wealth Management, LLC 0.34% 2,751 $402K
23 Antonelli Financial Advisors, LLC 0.34% 3,346 $489K
24 Northside Capital Management, LLC 0.33% 25,926 $3.8M
25 MeadowBrook Investment Advisors LLC 0.32% 2,504 $366K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 438 funds bought or added vs 404 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 — 63% AUM from top-100 funds: 43 of 892 holders are among the 100 largest funds by AUM, controlling 63% 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?

67% of holders stayed for 2+ years: 602 out of 892 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.

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.