Mascoma Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.6K | Hold |
214
| – | – | 0.01% | 222 |
|
|
2026
Q1 | $31.3K | Hold |
214
| – | – | 0.01% | 226 |
|
|
2025
Q4 | $27.6K | Hold |
214
| – | – | 0.01% | 230 |
|
|
2025
Q3 | $30.3K | Hold |
214
| – | – | 0.01% | 233 |
|
|
2025
Q2 | $28.3K | Hold |
214
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $29.6K | Hold |
214
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $25.8K | Hold |
214
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $27.5K | Hold |
214
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $23.8K | Hold |
214
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $24K | Hold |
214
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $23.6K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $21.2K | Hold |
214
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $23.1K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $24.1K | Hold |
214
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $25.2K | Sell |
214
-80
| -27% | -$9.07K | 0.01% | 308 |
|
|
2022
Q3 | $34K | Hold |
294
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $37K | Hold |
294
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $39K | Hold |
294
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $35K | Hold |
294
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $33K | Buy |
+294
| New | +$34.5K | 0.01% | 242 |
|
|
2021
Q2 | – | Sell |
-345
| Closed | -$39K | – | 196 |
|
|
2021
Q1 | $39K | Buy |
+345
| New | +$36.2K | 0.02% | 239 |
|
|
2019
Q3 | – | Sell |
-345
| Closed | -$38K | – | 147 |
|
|
2019
Q2 | $38K | Hold |
345
| – | – | 0.02% | 175 |
|
|
2019
Q1 | $37K | Hold |
345
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $32K | Hold |
345
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $32K | Hold |
345
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $30K | Buy |
345
+94
| +37% | +$8.14K | 0.02% | 187 |
|
|
2018
Q1 | $22K | Hold |
251
| – | – | 0.01% | 211 |
|
|
2017
Q4 | $22K | Hold |
251
| – | – | 0.01% | 207 |
|
|
2017
Q3 | $23K | Hold |
251
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $23K | Hold |
251
| – | – | 0.02% | 223 |
|
|
2017
Q1 | $22K | Hold |
251
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $21K | Buy |
+251
| New | +$20.2K | 0.02% | 207 |
|
Other funds holding DTE
JT
Mascoma Wealth Management's DTE Position: Q2 2026 in Review
Mascoma Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 214 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #222.
Mascoma Wealth Management first reported a position in DTE in Q4 2016 and has held it in 32 quarters since. The position peaked at $39K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- Mascoma Wealth Management held 214 shares of DTE Energy worth $32.6K as of Q2 2026.
- Mascoma Wealth Management left its DTE Energy share count unchanged in Q2 2026.
- DTE Energy made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #222 holding.
- Mascoma Wealth Management first reported a position in DTE Energy in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's DTE Energy position peaked at $39K in Q1 2022.
- 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.