Callan Family Office’s DTE Energy DTE Stock Holding History

Callan Family Office’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	$1.44M	Buy	9,439 +248	+3%	+$36.2K	0.03%	492
2026 Q1	$1.34M	Buy	9,191 +2,881	+46%	+$405K	0.03%	478
2025 Q4	$814K	Buy	6,310 +1,285	+26%	+$175K	0.02%	609
2025 Q3	$711K	Sell	5,025 -231	-4%	-$31.6K	0.02%	443
2025 Q2	$696K	Buy	5,256 +3,492	+198%	+$470K	0.02%	484
2025 Q1	$244K	Sell	1,764 -166	-9%	-$21.2K	0.02%	478
2024 Q4	$233K	Buy	+1,930	New	+$238K	0.01%	565

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Callan Family Office's DTE Position: Q2 2026 in Review

Callan Family Office increased its DTE Energy (DTE) stake by 2.7% in Q2 2026, buying an estimated $36.2K and bringing the position to 9,439 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #492.

Callan Family Office first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Callan Family Office held 9,439 shares of DTE Energy worth $1.44M as of Q2 2026.
Callan Family Office bought 248 DTE Energy shares in Q2 2026, an estimated $36.2K.
DTE Energy made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #492 holding.
Callan Family Office first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.