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S.A. Mason’s DTE Energy DTE Stock Holding History

S.A. Mason’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
2026
Q2 		$185K Buy
1,215
+5
+0.4% +$730 0.06% 226
2026
Q1 		$177K Buy
1,210
+171
+16% +$24K 0.07% 213
2025
Q4 		$134K Sell
1,039
-5
-0.5% -$679 0.05% 233
2025
Q3 		$148K Buy
1,044
+4
+0.4% +$548 0.07% 214
2025
Q2 		$138K Sell
1,040
-95
-8% -$12.8K 0.07% 204
2025
Q1 		$157K Buy
1,135
+5
+0.4% +$638 0.08% 189
2024
Q4 		$136K Buy
1,130
+5
+0.4% +$617 0.07% 202
2024
Q3 		$144K Buy
1,125
+5
+0.4% +$603 0.08% 193
2024
Q2 		$124K Buy
1,120
+106
+10% +$11.8K 0.07% 195
2024
Q1 		$114K Buy
1,014
+55
+6% +$5.93K 0.07% 204
2023
Q4 		$106K Buy
959
+5
+0.5% +$512 0.07% 203
2023
Q3 		$94.7K Buy
954
+10
+1% +$1.08K 0.07% 210
2023
Q2 		$103K Hold
944
– – 0.08% 202
2023
Q1 		$103K Buy
944
+164
+21% +$18.4K 0.08% 202
2022
Q4 		$91.7K Buy
780
+5
+0.6% +$567 0.07% 215
2022
Q3 		$89K Buy
775
+3
+0.4% +$388 0.07% 210
2022
Q2 		$98K Buy
772
+4
+0.5% +$522 0.07% 205
2022
Q1 		$102K Buy
768
+4
+0.5% +$488 0.06% 221
2021
Q4 		$91K Buy
764
+4
+0.5% +$457 0.05% 225
2021
Q3 		$85K Sell
760
-128
-14% -$15K 0.06% 221
2021
Q2 		$98K Buy
888
+4
+0.5% +$468 0.07% 205
2021
Q1 		$100K Buy
884
+6
+0.7% +$630 0.07% 195
2020
Q4 		$91K Buy
878
+5
+0.6% +$527 0.08% 196
2020
Q3 		$85K Buy
873
+6
+0.7% +$586 0.08% 180
2020
Q2 		$79K Sell
867
-30
-3% -$2.65K 0.08% 185
2020
Q1 		$72K Sell
897
-190
-17% -$19.3K 0.09% 175
2019
Q4 		$120K Buy
+1,087
New +$117K 0.11% 168

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

S.A. Mason's DTE Position: Q2 2026 in Review

S.A. Mason increased its DTE Energy (DTE) stake by 0.41% in Q2 2026, buying an estimated $730 and bringing the position to 1,215 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #226.

S.A. Mason first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • S.A. Mason held 1,215 shares of DTE Energy worth $185K as of Q2 2026.
  • S.A. Mason bought 5 DTE Energy shares in Q2 2026, an estimated $730.
  • DTE Energy made up 0.06% of S.A. Mason's portfolio in Q2 2026, its #226 holding.
  • S.A. Mason first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.