1620 Investment Advisors’s DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 DTB Stock Holding History

1620 Investment Advisors’s Portfolio DTB Stock Details DTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-130	Closed	-$2.78K	–	714
2024 Q3	$2.78K	Sell	130 -200	-61%	-$4.06K	﹤0.01%	562
2024 Q2	$6.38K	Buy	+330	New	+$6.48K	﹤0.01%	491

Other funds holding DTB

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1620 Investment Advisors's DTB Position: Q4 2024 in Review

1620 Investment Advisors sold out of DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 (DTB) in Q4 2024, closing a stake of 130 shares — an estimated $2.78K sold.

1620 Investment Advisors first reported a position in DTB in Q2 2024 and held it in 2 quarters. The position peaked at $6.38K in Q2 2024. 2 funds tracked by Wall St. Rank hold DTB as of Q4 2024.

1620 Investment Advisors reported no remaining DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 position as of Q4 2024 after selling out during the quarter.
1620 Investment Advisors sold 130 DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 shares in Q4 2024, an estimated $2.78K.
1620 Investment Advisors first reported a position in DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 in Q2 2024 and held it in 2 quarters.
1620 Investment Advisors's DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 position peaked at $6.38K in Q2 2024.
2 funds tracked by Wall St. Rank held DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 as of Q4 2024.

Based on 1620 Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.