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

Mason Investment Advisory Services’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,828
Closed -$966K – 81
2025
Q3 		$966K Sell
6,828
-286
-4% -$39.2K 0.05% 31
2025
Q2 		$942K Sell
7,114
-173
-2% -$23.3K 0.05% 29
2025
Q1 		$1.01M Buy
+7,287
New +$930K 0.06% 23

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mason Investment Advisory Services's DTE Position: Q4 2025 in Review

Mason Investment Advisory Services sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 6,828 shares — an estimated $966K sold.

Mason Investment Advisory Services first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $1.01M in Q1 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Mason Investment Advisory Services reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Mason Investment Advisory Services sold 6,828 DTE Energy shares in Q4 2025, an estimated $966K.
  • Mason Investment Advisory Services first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
  • Mason Investment Advisory Services's DTE Energy position peaked at $1.01M in Q1 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Mason Investment Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.