Callan Family Office’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
5,256
+3,492
+198% +$463K 0.02% 484
2025
Q1
$244K Sell
1,764
-166
-9% -$23K 0.02% 478
2024
Q4
$233K Buy
+1,930
New +$233K 0.01% 565