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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callan Family Office's DTE Position: Q1 2026 in Review

Callan Family Office increased its DTE Energy (DTE) stake by 46% in Q1 2026, buying an estimated $405K and bringing the position to 9,191 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #478.

Callan Family Office first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Callan Family Office held 9,191 shares of DTE Energy worth $1.34M as of Q1 2026.
  • Callan Family Office bought 2,881 DTE Energy shares in Q1 2026, an estimated $405K.
  • DTE Energy made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #478 holding.
  • Callan Family Office first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.