BC
DTW

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

Bartlett & Co’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
2023
Q4 		$13K Buy
+541
New +$12.1K ﹤0.01% 959

Other funds holding DTW

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Bartlett & Co's DTW Position: Q4 2023 in Review

Bartlett & Co opened a new position in DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 (DTW) in Q4 2023: 541 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

4 funds tracked by Wall St. Rank hold DTW as of Q4 2023.

  • Bartlett & Co held 541 shares of DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 worth $13K as of Q4 2023.
  • DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 was a new Bartlett & Co position in Q4 2023.
  • DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #959 holding.
  • 4 funds tracked by Wall St. Rank held DTE Energy Company 2017 Series E 5.25% Junior Subordinated Debentures due 2077 as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.