DTE monthly performance report
Monthly DTE research: returns, drawdown, relative strength, seasonality, and key stats.
DTE monthly report
—
Key takeaways
- DTE Energy (DTE) closed August 2026 at $139.66, down 1.56% for the month and +0.07% over the trailing 12 months.
- Year-to-date, DTE is +8.28%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −1.38% versus its 200-day moving average ($141.62), a cautious technical signal.
- Over the past three years, DTE has underperformed the S&P 500 by −42.83%, with a relative strength index reading of 75.9.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
DTE Energy ended August 2026 at $139.66, posting a monthly return of −1.56%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.60%.
The current quarter stands at −7.71% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.38% versus the 200-day moving average ($141.62).
Year-to-date, DTE is +8.28% against SPY +12.89%, a gap of −4.61%. The stock is currently −10.32% below its 52-week high, with maximum 3-year drawdown at −13.03%.
| Period | DTE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.45% | −0.20% | −1.25% |
| 1 Week | −4.39% | +3.90% | −8.30% |
| 1 Month | −1.56% | +3.05% | −4.60% |
| 3 Months | −7.93% | +7.11% | −15.05% |
| 6 Months | +5.06% | +10.70% | −5.63% |
| YTD | +8.28% | +12.89% | −4.61% |
| 12 Months | +0.07% | +22.58% | −22.51% |
| 3 Years | +29.46% | +72.29% | −42.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +12.30% |
| #2 | Nov 2023 | +10.52% |
| #3 | Feb 2026 | +10.40% |
| #4 | Jul 2024 | +8.16% |
| #5 | Jun 2026 | +7.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −9.28% |
| #2 | Jul 2026 | −7.01% |
| #3 | May 2026 | −5.78% |
| #4 | Dec 2025 | −5.12% |
| #5 | Jun 2024 | −4.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.81% |
| Q3 2025 | +6.49% |
| Q4 2025 | −7.53% |
| Q1 2026 | +13.46% |
| Q2 2026 | +5.81% |
| Q3 2026 (QTD) | −7.71% |
| Year | Return |
|---|---|
| 2023 | −1.87% |
| 2024 | +9.92% |
| 2025 | +7.67% |
| 2026 | +10.79% |
| Metric | Value |
|---|---|
| 52-Week High | $155.74 (2026-07-07) |
| 52-Week Low | $126.23 (2025-12-22) |
| Current Price | $139.66 |
| 200-Day Moving Average | $141.62 |
| Price vs 200DMA | −1.38% |
| 3-Year Maximum Drawdown | −13.03% (2023-10-05) |
| Current Drawdown from 52W High | −10.32% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 75.9 |
| 3-Year Excess Return vs S&P 500 | −42.83% |
| RS Peak | 109.1 (Apr 2025) |
| RS Trough | 75.9 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DTE's return for this report period?
DTE returned −1.56% in the latest monthly window ending 2026-08-05.
Has DTE outperformed SPY year to date?
YTD DTE: +8.28% vs SPY: +12.89%.
What is DTE's 12-month return?
+0.07% over the trailing 12 months.
Is DTE above or below its 200-day moving average?
Price is −1.38% versus 200DMA ($141.62).
What is the maximum drawdown in the 3-year window?
−13.03% on 2023-10-05.