DTE at a glance
DTE Energy (DTE, SEC CIK 936340) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DTE Energy (DTE) reported revenue of $15.8 billion (up 26.9% from FY2024) and net income of $1.5 billion. Diluted EPS was $7.03.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding DTE Energy (DTE) shares worth $13.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lauer Trevor F on September 1, 2026 of 5,000 shares at $135.71 per share.
- In the last 90 days, DTE insiders reported 0 open-market purchases ($0) and 1 open-market sale ($679K) on Form 4, a net sale of $679K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.8B
- +26.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$679K
- 13F holders
- 45 funds
- $13.7B · +0 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Cybersecurity risk managed under Electricity Subsector Coordination Council liaison to federal government
- Operational risk focus on safety and reliability at generation plants and substations via Operational Risk and Resilience Committee
- Chief Information Officer with 10+ years tenure leads cybersecurity team, providing annual Board updates on cyber risk status
- Incident response plan executed by Cyber Security Defense Center with mandatory external reporting to federal and state agencies
- Board Audit Committee reviews cybersecurity assessments, risk audits, and investigation reports, ensuring governance oversight
Management Discussion & Analysis
- Revenue Electric segment $6.935B 2025 vs $6.293B 2024, up $642M YoY
- Electric segment operating income margin 23.9% 2025 ($1.661B/$6.935B) vs 22.8% 2024 ($1.437B/$6.293B)
- Best segment Electric net income $1.158B 2025, up $86M YoY; worst segment Corporate and Other net loss $(268)M 2025
- Net income attributable to DTE Energy Company $1.462B 2025, up $58M YoY
- Capital investments $30B Electric (2026-2030), $4.5B Gas, $2B DTE Vantage; plans include retiring coal units by 2032, expanding renewables
- Outlook focuses on customer satisfaction, grid reliability, emissions reduction, regulatory stability, optimized costs, and disciplined growth
AI summary of the DTE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $282M, up $53M from $229M YoY; diluted EPS $1.35 vs $1.10
- Energy Trading best performer, net income $49M vs $(16)M; Electric weakest, $270M vs $318M
- Electric operating revenue $1,775M, up $89M from $1,686M; Gas revenue $315M vs $316M
- Electric capital plan $30B for 2026–2030; incremental data-center investment approximately $5B through 2032
- Near-term headwinds: weather, regulatory proceedings, environmental actions, affordability pressures, and energy-waste programs
Risk Factors
- No risk-factors section provided; supplied text covers equity purchases, other information, exhibits, and signatures
- New debt instrument: 2026 Series C supplemental indenture dated June 1, 2026
- Equity withholding: 12,434 shares purchased for income-tax obligations during the quarter
- No announced repurchase program: zero shares purchased under publicly announced plans or programs
AI summary of the DTE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor meetings scheduled for September 28–29, 2026, with presentation materials in Exhibit 99.1
- 2026 operating earnings guidance discussed, excluding potentially significant non-recurring and mark-to-market items
Item 7.01: Regulation FD Disclosure
- Investor meeting scheduled for September 9, 2026, with presentation available September 8 on DTE’s website
- 2026 operating earnings guidance discussed, but reported earnings reconciliation unavailable
Item 5.02: Departure/Appointment of Directors or Principal Officers
- David A. Thomas retiring as DTE Energy director effective September 3, 2026
- Departure follows 13 years of Board service
AI summaries of DTE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DTE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BRANDON DAVID | A | Oct 1, 2026 | 294.07 | $123.27 |
| TORGOW GARY | A | Oct 1, 2026 | 294.07 | $123.27 |
| Lauer Trevor F | Sell | Sep 1, 2026 | 5,000 | $135.71 |
| BRANDON DAVID | A | Jul 1, 2026 | 240.75 | $150.57 |
| TORGOW GARY | A | Jul 1, 2026 | 240.75 | $150.57 |
| Muschong Lisa A. | Sell | May 14, 2026 | 1,000 | $143.72 |
| MCGOVERN GAIL J | D | May 8, 2026 | 1,218.72 | $140.60 |
| MCGOVERN GAIL J | M | May 8, 2026 | 1,218.72 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $12.7B | $12.5B | $15.8B |
| Operating Income | $2.2B | $2.1B | $2.4B |
| Net Income | - | $1.4B | $1.5B |
| Op. Margin | 17.6% | 16.8% | 15.0% |
| Net Margin | - | 11.3% | 9.2% |
| Balance Sheet | |||
| Total Assets | $44.8B | $48.8B | $54.1B |
| Equity | $11.1B | $11.7B | $12.3B |
| ROE | - | 12.0% | 11.9% |
| Per Share | |||
| EPS | $6.76 | $6.77 | $7.03 |
| Cash Flow | |||
| Operating CF | $3.2B | $3.6B | $3.4B |
Source: XBRL data in DTE Energy (DTE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DTE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $13.65B |
| Q1 2026 | 45 | $12.48B |
| Q4 2025 | 41 | $10.70B |
| Q3 2025 | 42 | $11.56B |
| Q2 2025 | 40 | $10.42B |
| Q1 2025 | 38 | $8.38B |
| Q4 2024 | 31 | $6.49B |
| Q3 2024 | 29 | $3.43B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 311 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DTE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - |
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DTE SEC filings: frequently asked questions
Are DTE insiders buying or selling?
In the last 90 days, DTE Energy (DTE) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $678,560 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DTE stock?
As of June 30, 2026, the largest DTE Energy (DTE) holders among the 13F filers tracked by SignalX were BlackRock ($3.9 billion), Vanguard Capital Management LLC ($1.9 billion), State Street Corp ($1.7 billion), Vanguard Portfolio Management LLC ($1.7 billion), Ameriprise Financial ($854.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DTE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DTE Energy (DTE) reported revenue of $15.8 billion (up 26.9% from FY2024) and net income of $1.5 billion. Diluted EPS was $7.03. The figures come from the XBRL data in the 10-K.
What are the main risks in DTE's latest 10-K?
In the 10-K filed February 17, 2026, DTE Energy (DTE) flagged: Cybersecurity risk managed under Electricity Subsector Coordination Council liaison to federal government. Operational risk focus on safety and reliability at generation plants and substations via Operational Risk and Resilience Committee. (AI summary of the Risk Factors section.)
What did DTE report in its latest 8-K?
DTE Energy (DTE) filed an 8-K on September 28, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor meetings scheduled for September 28–29, 2026, with presentation materials in Exhibit 99.1.
What are the latest DTE SEC filings?
DTE Energy (DTE) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is DTE's SEC CIK number?
DTE Energy (DTE)'s SEC Central Index Key (CIK) is 936340. EDGAR lists every DTE filing under that number.
Ask anything about DTE
The research agent reads DTE's filings, financials, insider trades and 13F holders, then answers with sources.