AIVI0.512%
as of Jul 17
DTE
DefensiveDTE ENERGY CO
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
-2.02%
Held by 3 AI ETFs
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 signals16
Win rate44% (7/16)
Avg buy return-0.30%
AIVI · Weight increase · 2d
DTE Energy's PBR of 2.18 and ROE of 10.42% suggest a valuation profile that, for a utility, could fit within AIVI's international developed-market value-factor pool, even with a PER of 24.39 and a revenue decline of -15.52%. The observed consecutive weight increases in AIVI for DTE, starting around July 10th and extending through July 17th, occurred as the stock approached 96% of its 52-week high, building on a +3.8% 30-day return. This pattern indicates the WisdomTree AI overlay likely identified persistent positive signals for DTE, viewing its current valuation and return on equity as compelling within the underrepresented international value segment. The AI appears to be emphasizing DTE's fundamental stability and relative attractiveness as a utility, despite the mixed growth metrics, to fulfill its specific selection mandate.
weight 0.500% → 0.512% (+0.012 pp)·stock down 0.4% in the 30 days before
Jul 17·entry $148.19·now $145.95Fresh
-1.51%
since Jul 17
AIVI · Weight decrease · 2d
WisdomTree's AIVI, leveraging AI for stock selection within its developed-international value-factor universe of approximately 100 companies, initiated a weight reduction in DTE as the utility’s profile diverged from its value mandate. With DTE trading at a PER of 24.69 and reporting a -15.52% revenue growth, the AI's periodic rebalancing mechanism determined the stock no longer fit its valuation criteria. This decision was reinforced by DTE's price reaching 96% of its 52-week high, diminishing its appeal as a value opportunity. The subsequent reduction in weight, including consecutive decreases observed by July 15th, indicates the AI consistently found DTE less attractive compared to other international developed-market value stocks in its portfolio.
weight 0.507% → 0.500% (-0.007 pp)·stock down 0.3% in the 30 days before
Jul 15·entry $146.95·now $145.95
-0.68%
since Jul 15
AIVI · Weight increase · 2d
DTE Energy Company, currently priced at $149.07, trades at 97% of its 52-week high, reflecting a 30-day return of +6.6% and a 1-year return of +12.6%. This recent upward momentum for a utility stock, at the upper end of its annual range, frames the AI's decision-making within AIVI's developed-international value-factor selection pool. Despite the company's negative revenue growth of -15.52%, its PER of 24.69 and PBR of 2.18, alongside a 10.42% ROE, suggest the AI may be emphasizing DTE’s perceived stability or specific valuation characteristics over absolute low multiples. The consecutive weight increases from 0.4951% to 0.5070% recorded across various recent trading days signal the AI's active and increasing allocation to DTE at this elevated price level.
weight 0.488% → 0.507% (+0.019 pp)·stock up 3.1% in the 30 days before
Jul 13·entry $150.64·now $145.95Fresh
-3.11%
since Jul 13
AIVI · Weight increase · 2d
AIVI’s AI-driven methodology, focused on selecting approximately 100 international developed-market value stocks through periodic rebalancing, appears to have identified DTE Energy Co. as fitting its criteria. The detected consecutive weight increase from 0.5666% on June 30th to 0.5887% by July 2nd suggests the AI continued to find compelling reasons for inclusion or increased allocation following a portfolio adjustment. While DTE's price is currently at 100% of its 52-week high, its PBR of 2.18, combined with a 10.42% ROE, could signal an attractive valuation for this Utilities sector stock within the AI's complex value-factor assessment framework. This specific weighting pattern in a fund that rebalances periodically, not daily, indicates a deliberate, AI-guided positioning rather than a reaction to immediate market fluctuations.
weight 0.567% → 0.589% (+0.022 pp)·stock up 8.0% in the 30 days before
Jul 2·entry $154.06·now $145.95Fresh
-5.26%
since Jul 2
AIVI · Weight decrease · 2d
DTE is currently priced at $152.37, positioning it at 99% of its 52-week high after a 30-day return of +7.8%. This upward trajectory in price, alongside a PER of 24.74, likely prompted AIVI's AI to re-evaluate DTE within its international developed-market value-factor pool. Given AIVI’s strategy of identifying value stocks, the AI likely detected a mismatch between the elevated price and DTE's fundamentals, which include a negative revenue growth of -15.52%. The sustained price appreciation, pushing the stock close to its yearly high, coupled with the -15.52% revenue growth, appears to have triggered the consecutive weight decreases observed, reducing DTE's allocation from 0.6444% to 0.5666% by June 30th. This adjustment aligns with an AI-driven approach to maintain a value focus, as the stock's valuation metrics at these price levels potentially rendered it less appealing for AIVI’s specific mandate.
weight 0.624% → 0.567% (-0.058 pp)·stock up 6.6% in the 30 days before
Jun 30·entry $152.37·now $145.95
-4.21%
since Jun 30
AIVI · Weight increase · 3d
WisdomTree's AIVI, leveraging AI selection within its developed-international value-factor pool of approximately 100 stocks, recently began increasing its weight in DTE Energy Co. This pattern of consecutive daily increases, moving from 0.6036% to 0.6244% between June 22 and June 25, suggests the fund's AI model is detecting specific underlying value characteristics in the utility firm. Despite DTE trading at 100% of its 52-week high and carrying a PER of 24.74, the AI's algorithm appears to be prioritizing stability or other specific metrics that fit its international value mandate. The observed adjustment over several sessions is consistent with the ETF's periodic rebalancing schedule, rather than reacting to daily market fluctuations.
weight 0.604% → 0.624% (+0.021 pp)·stock up 5.7% in the 30 days before
Jun 25·entry $152.81·now $145.95Fresh
-4.49%
since Jun 25
AIVI · Weight increase · 2d
WisdomTree's AIVI, which employs AI selection within a developed-international value-factor pool of around 100 stocks, has made recent consecutive weight adjustments to DTE, increasing its holding from 0.6036% to 0.6162% over several trading days. This specific upward movement suggests the AI's periodic rebalancing mechanism identified compelling attributes in the Utilities company that align with its international value plus AI overlay style. Despite DTE currently trading at 100% of its 52-week high, the specialized algorithm likely discerned intrinsic value in metrics like its 2.18 PBR. The fund’s nuanced approach appears to prioritize certain long-term characteristics over immediate undervaluation, even when considering the company's -15.52% revenue growth. Such a calculated increase in allocation reflects the AI's active discernment of value in a comparatively underserved market segment.
weight 0.604% → 0.616% (+0.013 pp)·stock up 4.0% in the 30 days before
Jun 24·entry $151.10·now $145.95Fresh
-3.41%
since Jun 24
AIVI · Weight decrease · 4d
DTE ENERGY CO’s PER of 24.29 and PBR of 2.18 indicate a valuation less aligned with a strict value-factor strategy, especially considering its -15.52% revenue growth, despite a 10.42% ROE. WisdomTree's AIVI, which employs AI selection within a developed-international value-factor pool, likely detected this valuation profile becoming less favorable relative to its criteria. The consecutive weight decrease, observed from June 15th to June 22nd, coincided with DTE trading at $146.83, near 97% of its 52-week high ($151.69). This systematic reduction from 0.6507% to 0.6036% suggests the AI recognized DTE's price appreciation pushed it beyond the fund’s specific international value parameters for continued proportionate allocation.
weight 0.667% → 0.604% (-0.064 pp)·stock up 2.8% in the 30 days before
Jun 22·entry $146.83·now $145.95
-0.60%
since Jun 22
AIVI · Weight decrease · 3d
The recent consecutive weight decrease for DTE, observed over several trading days with incremental reductions from 0.6507% to 0.6253%, indicates a measured divestment by AIVI. This gradual pattern aligns with the ETF's AI selection method within its international value-factor pool, where the algorithm likely identifies DTE as increasingly less attractive from a value perspective. DTE's current price of $147.56, sitting at 97% of its 52-week high and showing sustained positive short-term returns, coupled with a PER of 24.15 and negative revenue growth of -15.52%, suggests it has moved away from the fund's core value mandate. Consequently, the AI overlay within this WisdomTree fund is systematically paring back exposure to the utility, interpreting its elevated valuation relative to fundamental performance as a signal for reduction.
weight 0.667% → 0.625% (-0.042 pp)·stock up 3.1% in the 30 days before
Jun 18·entry $147.56·now $145.95
-1.09%
since Jun 18
AIVI · Weight decrease · 2d
DTE shares currently trade at $147.19, near 97% of their 52-week high of $151.69, following a 30-day return of +3.3% and a 90-day return of +9.0%. This elevated price level, contrasting with the developed-international value-factor pool that AIVI targets, likely influenced the recent portfolio adjustments. The company's PER of 24.34 and PBR of 2.18, coupled with a revenue growth of -15.52%, present a financial profile that deviates from typical deep value characteristics. These metrics, when considered by an AI selection process within an international value mandate, suggest DTE's valuation may be stretched. This confluence of a higher share price and less compelling valuation metrics appears to have prompted the AI-driven system to reduce its allocation, leading to the observed consecutive weight decreases from 0.6740% to 0.6444% in AIVI's portfolio during June 2026.
weight 0.667% → 0.644% (-0.023 pp)·stock up 6.5% in the 30 days before
Jun 16·entry $148.85·now $145.95
-1.95%
since Jun 16
AIVI · Weight decrease · 4d
WisdomTree AIVI's AI selection, operating within its developed-international value-factor pool, initiated a consecutive reduction in DTE's weight, signaling a re-evaluation of its fit. Despite DTE's recent 90-day return of +8.6%, the algorithmic analysis likely identified emerging concerns as the stock traded at 96% of its 52-week high. For a fund focused on international value, DTE's -15.52% revenue growth, coupled with its current valuation, suggests it became less aligned with the AI's dynamic valuation criteria across its ~100 holdings. These periodic adjustments demonstrate the fund's continuous AI overlay optimization to maintain its targeted international value profile.
weight 0.698% → 0.662% (-0.035 pp)·stock up 0.8% in the 30 days before
Jun 8·entry $143.11·now $145.95
+1.98%
since Jun 8
AIVI · Weight decrease · 3d
weight 0.698% → 0.669% (-0.029 pp)·stock up 2.3% in the 30 days before
Jun 5·entry $145.77·now $145.95
+0.12%
since Jun 5
AIVI · Weight decrease · 2d
weight 0.698% → 0.674% (-0.024 pp)·stock down 0.5% in the 30 days before
Jun 4·entry $142.73·now $145.95
+2.26%
since Jun 4
AIVI · Accumulation · 6d
WisdomTree's AIVI ETF, which employs AI selection within a developed-international value-factor pool to construct a portfolio of around 100 stocks, has shown a pattern of gradual accumulation in DTE, a utilities company. This methodical accumulation, moving from a 0.6761% to a 0.6979% weighting over a period of weeks, suggests the AI’s valuation model identified DTE as fitting its value criteria for long-term stability or relative sector appeal. The fund’s periodic rebalancing schedule, rather than daily adjustments, aligns with building a position over time, potentially leveraging the current price at 94% of its 52-week high to systematically increase exposure.
weight 0.676% → 0.698% (+0.022 pp)·stock down 4.1% in the 30 days before
Jun 2·entry $142.65·now $145.95Drifting
+2.31%
since Jun 2
AIVI · Accumulation · 5d
stock down 7.8% in the 30 days before
Jun 1·entry $139.83·now $145.95Drifting
+4.38%
since Jun 1
AIVI · Accumulation · 5d
stock down 3.9% in the 30 days before
May 13·entry $142.00·now $145.95Drifting
+2.78%
since May 13
AIVI · Weight increase · 2d
stock down 3.3% in the 30 days before
May 12·entry $142.58·now $145.95Drifting
+2.36%
since May 12
+3.81%
since May 8
AIVI · Weight increase · 2d
stock down 3.9% in the 30 days before
May 6·entry $142.44·now $145.95Drifting
+2.46%
since May 6
PQNT · Weight increase · 3d
The AI signals and factor exposures guiding Pictet Asset Management's PQNT appear to have driven the consecutive weight increase in DTE, even considering the fund's primary focus on ex-US developed markets. This specific allocation move, occurring within the fund's periodic rebalancing framework for its ~300 international holdings, suggests the AI identified compelling momentum. DTE's positive 30-day return of +3.8% and its current position at 96% of its 52-week high likely registered as strong short-term signals for the AI. While the company recorded -15.52% revenue growth, the AI's integrated sentiment and momentum indicators seem to have prioritized the stock's recent price strength, leading to the incremental adjustments observed.
weight 0.480% → 0.510% (+0.030 pp)·stock down 0.4% in the 30 days before
Jul 19·entry $145.95·now $145.95Fresh
0.00%
since Jul 19
PQNT · Weight increase · 2d
PQNT, a Pictet Asset Management fund encompassing approximately 300 developed-international stocks (ex-US), has made consecutive upward adjustments to DTE's weight. This pattern signals the AI-driven strategy, which integrates factor exposures like momentum, valuation, and sentiment, detected compelling reasons for increasing the utility's allocation. DTE's consistent short-term price strength, evidenced by its +3.8% 30-day return, aligned with the fund's momentum signals. The periodic rebalancing approach allowed the portfolio's AI to incrementally raise the position, moving from 0.4500% to 0.5000% over the observed period, even with the stock trading near 96% of its 52-week high.
weight 0.480% → 0.500% (+0.020 pp)·stock down 0.4% in the 30 days before
Jul 18·entry $145.95·now $145.95Fresh
0.00%
since Jul 18
PQNT · Weight increase · 2d
Despite DTE Energy Co.'s negative -15.52% revenue growth and a PER of 24.69, its 10.42% ROE and consistent price appreciation, with a +4.8% 30-day return and +1.5% 90-day return, appear to have driven an allocation decision within PQNT. While PQNT's mandate specifies ex-US developed-market stocks, Pictet Asset Management's AI, combining signals with factor exposures, likely found DTE's positive momentum and underlying fundamentals (like ROE) compelling despite some valuation metrics. The consecutive weight increases to 0.45% and 0.47% on July 9th and 10th, 2026, occurred as the utility stock traded near its 52-week high of $154.43, indicating that recent price action and sentiment factors played a significant role in the decision to increase exposure within this newer fund.
weight 0.440% → 0.470% (+0.030 pp)·stock up 3.0% in the 30 days before
Jul 10·entry $150.27·now $145.95Fresh
-2.87%
since Jul 10
PQNT · Weight decrease · 2d
Pictet Asset Management's PQNT, which combines AI signals with factor exposures across its developed-international universe, likely adjusted DTE Energy's weight downwards due to evolving fundamental and valuation metrics. The fund's AI overlay, conducting periodic rebalances for its portfolio of approximately 300 stocks, would have assessed DTE's negative revenue growth of -15.52% as a significant fundamental concern. This factor, coupled with the stock trading at 98% of its 52-week high, despite a recent 30-day return of +5.2%, suggests the AI prioritized value and fundamental soundness over short-term price momentum. Consequently, the consecutive daily weight decreases from July 1st to July 2nd reflect the AI's decision to reduce exposure to DTE as part of its ongoing portfolio optimization.
weight 0.410% → 0.370% (-0.040 pp)·stock up 8.0% in the 30 days before
Jul 2·entry $154.06·now $145.95
-5.26%
since Jul 2
+1.53%
since May 21
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 7.7% in the 30 days before
Jul 1·entry $150.57·now $145.95Fresh
-3.07%
since Jul 1
QRFT · Exit · 1d
QRFT's portfolio maintained a consistent 0.0700% weighting in DTE for at least a week, followed by an abrupt and complete divestment on June 2nd, 2026. This stepped removal suggests Qraft’s AI, which combines traditional factors with proprietary alternative-data overlays, detected a significant change in DTE's investment profile. Given DTE’s -15.52% revenue growth and its current price at 94% of its 52-week high, the AI likely recalibrated its assessment of the stock's quality or growth prospects relative to its valuation (PER 23.76). Such a swift and decisive move from a fixed weight to zero highlights QRFT's weekly rebalancing capability to act quickly on updated signals from its AI-driven insights, even for a utility stock within its broad large-cap core mandate.
weight 0.070% → 0 (exited)·stock down 4.1% in the 30 days before
Jun 2·entry $142.65·now $145.95
+2.31%
since Jun 2
+3.09%
since Mar 20
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.