DTE · DTE ENERGY CO · Top AI ETF

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DTE Energy Company engages in energy-related businesses and services. The company operates through four segments: Electric, Gas, DTE Vantage, and Energy Trading.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 coal-fired plants, natural gas plant, hydroelectric pumped storage, and nuclear plants, as well as wind and solar assets.

Close · 3M

-6.68%

Held by 3 AI ETFs

PQNT0.560%

as of Sep 1

AIVI0.522%

as of Sep 3

AIEQ0.050%

as of Sep 4

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals18

Win rate17% (3/18)

Avg buy return-5.06%

PQNTnow 0.560% of fund8 signals

PQNT · Weight increase · 2d

weight 0.560% → 0.580% (+0.020 pp)·stock down 8.7% in the 30 days before

Aug 21·entry $135.22·now $137.07Fresh

+1.37%

since Aug 21

PQNT · Weight increase · 2d

weight 0.520% → 0.570% (+0.050 pp)·stock down 6.3% in the 30 days before

Aug 7·entry $139.87·now $137.07Fresh

-2.00%

since Aug 7

PQNT · Weight decrease · 2d

weight 0.540% → 0.520% (-0.020 pp)·stock down 5.8% in the 30 days before

Aug 2·entry $141.72·now $137.07

-3.28%

since Aug 2

PQNT · Weight increase · 2d

weight 0.490% → 0.540% (+0.050 pp)·stock down 5.8% in the 30 days before

Jul 31·entry $141.87·now $137.07Fresh

-3.38%

since Jul 31

PQNT · Weight increase · 3d

weight 0.480% → 0.510% (+0.030 pp)·stock down 0.4% in the 30 days before

Jul 19·entry $145.95·now $137.07Fresh

-6.08%

since Jul 19

PQNT · Weight increase · 2d

weight 0.480% → 0.500% (+0.020 pp)·stock down 0.4% in the 30 days before

Jul 18·entry $145.95·now $137.07Fresh

-6.08%

since Jul 18

PQNT · Weight increase · 2d

weight 0.440% → 0.470% (+0.030 pp)·stock up 3.0% in the 30 days before

Jul 10·entry $150.27·now $137.07Fresh

-8.78%

since Jul 10

PQNT · Weight decrease · 2d

stock up 8.0% in the 30 days before

Jul 2·entry $154.06·now $137.07

-11.03%

since Jul 2

AIVInow 0.522% of fund21 signals

AIVI · Weight decrease · 2d

weight 0.533% → 0.519% (-0.015 pp)·stock down 5.1% in the 30 days before

Aug 27·entry $136.24·now $137.07

+0.61%

since Aug 27

AIVI · Accumulation · 5d

weight 0.518% → 0.534% (+0.016 pp)·stock down 9.2% in the 30 days before

Aug 24·entry $135.66·now $137.07Fresh

+1.04%

since Aug 24

AIVI · Accumulation · 5d

weight 0.514% → 0.532% (+0.018 pp)·stock down 8.7% in the 30 days before

Aug 21·entry $135.22·now $137.07Fresh

+1.37%

since Aug 21

AIVI · Accumulation · 5d

weight 0.512% → 0.541% (+0.029 pp)·stock down 4.0% in the 30 days before

Aug 19·entry $139.18·now $137.07Fresh

-1.52%

since Aug 19

AIVI · Weight increase · 2d

weight 0.514% → 0.522% (+0.009 pp)·stock down 5.4% in the 30 days before

Aug 14·entry $140.84·now $137.07Fresh

-2.68%

since Aug 14

AIVI · Weight decrease · 2d

weight 0.531% → 0.512% (-0.019 pp)·stock down 9.0% in the 30 days before

Aug 10·entry $136.78·now $137.07

+0.21%

since Aug 10

AIVI · Weight increase · 2d

weight 0.493% → 0.531% (+0.038 pp)·stock down 7.5% in the 30 days before

Aug 6·entry $139.97·now $137.07Fresh

-2.07%

since Aug 6

AIVI · Weight decrease · 2d

weight 0.514% → 0.493% (-0.021 pp)·stock down 5.8% in the 30 days before

Jul 31·entry $141.87·now $137.07

-3.38%

since Jul 31

AIVI · Weight increase · 2d

weight 0.490% → 0.514% (+0.025 pp)·stock down 5.4% in the 30 days before

Jul 28·entry $146.08·now $137.07Fresh

-6.17%

since Jul 28

AIVI · Weight increase · 2d

weight 0.500% → 0.512% (+0.012 pp)·stock down 0.4% in the 30 days before

Jul 17·entry $148.19·now $137.07Fresh

-7.50%

since Jul 17

AIVI · Weight decrease · 2d

weight 0.507% → 0.500% (-0.007 pp)·stock down 0.3% in the 30 days before

Jul 15·entry $146.95·now $137.07

-6.72%

since Jul 15

AIVI · Weight increase · 2d

weight 0.488% → 0.507% (+0.019 pp)·stock up 3.1% in the 30 days before

Jul 13·entry $150.64·now $137.07Fresh

-9.01%

since Jul 13

AIVI · Weight increase · 2d

weight 0.567% → 0.589% (+0.022 pp)·stock up 8.0% in the 30 days before

Jul 2·entry $154.06·now $137.07Fresh

-11.03%

since Jul 2

AIVI · Weight decrease · 2d

stock up 6.6% in the 30 days before

Jun 30·entry $152.37·now $137.07

-10.04%

since Jun 30

AIVI · Weight increase · 3d

stock up 5.7% in the 30 days before

Jun 25·entry $152.81·now $137.07Fresh

-10.30%

since Jun 25

AIVI · Weight increase · 2d

stock up 4.0% in the 30 days before

Jun 24·entry $151.10·now $137.07Fresh

-9.29%

since Jun 24

AIVI · Weight decrease · 4d

stock up 2.8% in the 30 days before

Jun 22·entry $146.83·now $137.07

-6.65%

since Jun 22

AIVI · Weight decrease · 3d

stock up 3.1% in the 30 days before

Jun 18·entry $147.56·now $137.07

-7.11%

since Jun 18

AIVI · Weight decrease · 2d

stock up 6.5% in the 30 days before

Jun 16·entry $148.85·now $137.07

-7.91%

since Jun 16

AIVI · Weight decrease · 4d

stock up 0.8% in the 30 days before

Jun 8·entry $143.11·now $137.07

-4.22%

since Jun 8

AIVI · Weight decrease · 3d

stock up 2.3% in the 30 days before

Jun 5·entry $145.77·now $137.07

-5.97%

since Jun 5

AIEQnow 0.050% of fund1 signal

AIEQ · New entry · 1d

stock up 7.7% in the 30 days before

Jul 1·entry $150.57·now $137.07Fresh

-8.97%

since Jul 1

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Jul 19

Several AI ETFs are currently holding DTE, with PQNT and AIVI showing recent weight increase trends, indicating an accumulating or bullish stance. This activity directly contrasts with the 'Fail' verdict derived from the Buffett-style framework, which identifies concerns with the company's financial health and current valuation not offering a margin of safety.

Circle of CompetenceAs a regulated utility, DTE's essential services and rate-setting mechanisms provide stable and predictable unit economics, allowing for reasonable ten-year cash flow projections.
Economic MoatDTE benefits from a strong economic moat through regulatory entitlements and significant barriers to entry inherent to its natural monopoly in its service territories.
ManagementInformation regarding management's candor, capital allocation discipline, or skin in the game is not available in the provided data.
Financial HealthThe most recent ROE of 10.42% falls below the framework's strict criteria of a 10-year average ROE of at least 15% and no single year below 10%.
Margin of SafetyThe company's valuation metrics, including a PER of 24.39 for a utility with a 10.42% ROE and negative revenue growth, do not suggest a defensible margin of safety at the current price.

DTE Energy Co. passes the initial stages of being within the circle of competence and possessing an economic moat due to its regulated nature. However, it fails on key financial health metrics, with its ROE falling short of the framework's demanding criteria, and its current valuation does not present a sufficient margin of safety. Therefore, the company receives an overall 'Fail' verdict based on this value-investing assessment.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.