Bartlett & Co Wealth Management’s DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 DTW Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DTW Stock Details DTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-541	Closed	-$13.2K	–	1154
2023 Q4	$13.2K	Buy	+541	New	+$12.1K	﹤0.01%	960

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Bartlett & Co Wealth Management's DTW Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 (DTW) in Q1 2024, closing a stake of 541 shares — an estimated $13.2K sold.

Bartlett & Co Wealth Management first reported a position in DTW in Q4 2023 and held it in 1 quarter. The position peaked at $13.2K in Q4 2023. 1 fund tracked by Wall St. Rank holds DTW as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 541 DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 shares in Q1 2024, an estimated $13.2K.
Bartlett & Co Wealth Management first reported a position in DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 in Q4 2023 and held it in 1 quarter.
Bartlett & Co Wealth Management's DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 position peaked at $13.2K in Q4 2023.
1 fund tracked by Wall St. Rank held DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.