Mason Investment Advisory Services’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$942K	Sell	7,114 -173	-2%	-$22.9K	0.05%	29
2025 Q1	$1.01M	Buy	+7,287	New	+$1.01M	0.06%	23