DTE
DTE ENERGY COEvidence as of 2026-09-02Overview · DTE ENERGY CO
DTE Energy Company engages in the utility operations. The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through fossil-fuel, hydroelectric pumped storage, and nuclear plants, as well as wind and solar assets. This segment owns and operates approximatel…
Management team
- Mr. Mark W. Stiers · President of DTE Vantage & Energy TradingFind on LinkedIn
- Mr. David S. Ruud · Executive VP & CFOFind on LinkedIn
- Ms. Joi M. Harris · President & COOFind on LinkedIn
- Mr. Trevor F. Lauer · Vice Chairman & Group PresidentFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.1 of a possible +2; was -0.1 before debate) with high confidence. On a headline basis, fiscal Q1 2026 (ended 2026-03-31) shows net income of $ 247,000,000 down from $ 445,000,000 in fiscal Q1 2025 (ended 2025-03-31), and operating income fell from $ 624,000,000 to $ 412,000,000 over the same comparison. Diluted EPS moved from $ 2.14 in fiscal Q1 2025 to $ 1.19 in fiscal Q1 2026; trailing twelve‑month EPS is 6.44 producing a reported trailing P/E of 21.13.
Complementing the quarter-to-quarter picture, management-reported results for the three months ended 2026-06-30 show Net Income Attributable to DTE of $ 282 million and diluted EPS of $ 1.35, with six‑month totals of $ 529 million and $ 2.53 per share. The filings also document large capital programs: DTE Electric plans about $ 30 billion of 2026–2030 investments and DTE Gas about $ 4.5 billion, and the company reports specific coal retirements and a carbon‑reduction timetable tied to those investments. Market and ownership evidence survives as well: a dividend yield (TTM) of 3.86%, institutional holdings of $ 23.84B as of the 2026-03-31 13F period, and price below both the 50‑day and 200‑day SMAs as of 2026-09-01.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Net income was $247,000,000 in fiscal Q1 2026, ended 31 March 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000936340-26-000081Net income was $445,000,000 in fiscal Q1 2025, ended 31 March 2025 (2025-01-01 to 2025-03-31, 3mo).
XBRL companyfacts · 0000936340-26-000081Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
For the three months ended June 30, 2026, Net Income Attributable to DTE Energy Company was $282 million and diluted earnings per common share were $1.35; for the six months ended June 30, 2026, Net Income Attributable to DTE Energy Company was $529 million and diluted earnings per common share were $2.53.
10-Q filed 2026-07-28Management states the increase in net income for the three months ended June 30, 2026 was primarily due to higher earnings in the Energy Trading segment and Corporate and Other, and that the decrease for the six-month period was primarily due to lower earnings in the DTE Vantage and Energy Trading segments and Corporate and Other, partially offset by higher earnings in the Electric segment.
10-Q filed 2026-07-28Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Three-month momentum is -4.6% as of 2026-09-01 (cross-sectional rank: 23rd percentile of 547 for 6m momentum and 40th percentile of 547 for 12_1 momentum).
Moneyta signal set · 2026-09-01Relative strength versus SPY is negative: -19.7% over 6 months and -17.0% over 12 months, with the 6-month relative-strength rank at the 23rd percentile of 547.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional investors reported a total holding value of "$23.84B" for the quarter ended 2026-03-31 (13F reporting period).
13F holdings · 976 filers · as of 2026-03-31BlackRock, Inc. was the largest reported institutional holder with a reported value of "$3.28B" as of the 2026-03-31 13F period.
13F holdings · 976 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage from simplywall.st highlights a second-quarter 2026 earnings-per-share beat of $1.32 and notes large grid and clean-energy investments reported by the company in the quarter ended 30 June 2026.
News · simplywall.st · 2026-08-29simplywall.st also reports the company committed about US$1.60 billion to battery storage and invested roughly US$900 million in electric distribution upgrades in the second quarter 2026 period.
News · simplywall.st · 2026-08-28Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
On 2026-05-14, Muschong Lisa A. (VP, Corp Sec & Chief of Staff) sold 1,000 shares for "$144k" and the filing shows no trading plan flag.
Form 4 · Muschong Lisa A. (VP, Corp Sec & Chief of Staff) · $144k sold · 2026-05-14On 2026-05-08, MCGOVERN GAIL J (Director) reported a disposition of 1,218.72 shares for "$171k" with no trading plan flag shown in the filing.
Form 4 · MCGOVERN GAIL J (Director) · $0 code M · 2026-05-08Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The share price used is 136.06 on price date 2026-09-01.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month EPS is 6.44, producing a reported trailing P/E of 21.13.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several contemporaneous, filings- and market-based items jointly support a favorable read: management-disclosed large 2026–2030 capital plans for distribution, cleaner generation, and gas renewal (filings-2, filings-3) and concrete actions on coal retirements and asset repurposing (filings-4) are direct, company-filed evidence of operational transition. Institutional backing (ownership-0, ownership-1, ownership-2) and inclusion in major dividend/index ETFs (ownership-4) provide corroborating third-party demand signals, while a high trailing dividend yield and multiyear dividend growth (market-2) plus strong trailing operating cash flow (valuation-4) are supportive financial datapoints for income-oriented and cash-generative characteristics. Recent quarter commentary and an EPS beat cited in third-party coverage (filings-0, news-0) further strengthen the evidence that certain business segments contributed positively in Q2 2026. The combined weight of filed capital plans, institutional holdings, dividend metrics, and operating cash flow constitutes moderately strong evidence for a favorable operational and income profile.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
45 surviving claims rest on 19 distinct sources; the heaviest analyst carries 20% of them, and 100% of what the desk raised survived the debate.
The evidence set is moderately distributed across sources but not robustly stress-tested: 45 surviving claims come from 19 distinct sources, yet one analyst accounts for a fifth of the claims and every point raised during the desk debate remained unrefuted. That concentration and complete survival through debate suggest the read carries useful informational weight but is somewhat fragile to a few key contributors and would benefit from additional independent checks before being treated as strong consensus.
Peer context · computed, not argued
12-1 momentum ranks 9th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
6-month relative strength ranks 6th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
90-day volatility ranks 8th of 10 in Utilities—Regulated Electric (as of 2026-09-01).
dividend yield ranks 2nd of 10 in Utilities—Regulated Electric (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
23 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.4 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
6 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on DTE Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.