S.A. Mason LLC

Position in DTE — Dte Energy Co

CIK 1800911 HOLLAND, MI

Position in DTE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$185,129

+$8,203 QoQ

Shares Held

1,215

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#771

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. DTE ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,510	$1,273,542
2	D	Dominion Energy, Inc	8,115	$554,173
3	SO	Southern Co	2,483	$237,647
4	AEP	American Electric Power Co Inc	1,430	$195,638
5	DTE	Dte Energy Co This page	1,215	$185,129
6	DUK	Duke Energy CORP	1,240	$156,959

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,129	1,215	+0.4%	Shares	Sole	2026-07-31
2026-03-31	$176,926	1,210	+16.5%	Shares	Sole	2026-04-27
2025-12-31	$134,010	1,039	-0.5%	Shares	Sole	2026-01-29
2025-09-30	$147,652	1,044	+0.4%	Shares	Sole	2025-10-14
2025-06-30	$137,758	1,040	-8.4%	Shares	Sole	2025-07-14
2025-03-31	$156,936	1,135	+0.4%	Shares	Sole	2025-04-23
2024-12-31	$136,447	1,130	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$144,461	1,125	+0.4%	Shares	Sole	2024-10-25
2024-06-30	$124,331	1,120	+10.5%	Shares	Sole	2024-07-10
2024-03-31	$113,709	1,014	+5.7%	Shares	Sole	2024-04-15
2023-12-31	$105,739	959	+0.5%	Shares	Sole	2024-01-17
2023-09-30	$94,713	954	+1.1%	Shares	Sole	2023-10-13
2023-06-30	$103,858	944	0.0%	Shares	Sole	2023-07-20
2023-03-31	$103,405	944	+21.0%	Shares	Sole	2023-05-10
2022-12-31	$91,673	780	+0.6%	Shares	Sole	2023-01-10
2022-09-30	$89,163	775	+0.4%	Shares	Sole	2022-10-20
2022-06-30	$97,851	772	+0.5%	Shares	Sole	2022-07-07
2022-03-31	$101,537	768	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$91,328	764	+0.5%	Shares	Sole	2022-01-04
2021-09-30	$84,899	760	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$97,977	756	+0.5%	Shares	Sole	2021-07-07
2021-03-31	$100,121	752	+0.7%	Shares	Sole	2021-04-20
2020-12-31	$90,693	747	+0.5%	Shares	Sole	2021-02-02
2020-09-30	$85,474	743	+0.7%	Shares	Sole	2020-10-21
2020-06-30	$79,335	738	-3.3%	Shares	Sole	2020-07-27
2020-03-31	$72,462	763	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.