DTE DTE Energy Company Common Stock
About DTE Energy Company Common Stock Company overview from Wikipedia
DTE Energy is an American diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada. Its operating units include an electric utility serving 2.2 million customers and a natural gas utility serving 1.3 million customers in Michigan.
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DTE Energy (formerly Detroit Edison until 1996) is an American diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada. Its operating units include an electric utility serving 2.2 million customers and a natural gas utility serving 1.3 million customers in Michigan.
DTE is a national and international corporation.
The DTE Energy portfolio includes non-utility energy businesses focused on power and industrial projects, energy marketing and trading.
As of 2022, 54.16% of DTE's electricity was generated from coal, 18.16% from nuclear, 14.22% from natural gas and 13.11% from renewable energy including wind, solar and hydroelectric.
History
Early 1900s
DTE's earliest direct corporate ancestor, the Edison Illuminating Company of Detroit, was founded in 1886. By the turn of the century, it split responsibility for commercial electric power in the fast-growing city of Detroit with the Peninsular Electric Light Company; the latter company controlled the city's electric distribution network.
In 1903, the two companies merged as the Detroit Edison Company, which began trading on January 17. That same year, construction began on the Delray 1 Power Plant, and Henry Ford, who had left Edison Illuminating four years earlier, founded Ford Motor Company.
DTE's gas operations trace their roots to 1849, when the City of Detroit Gas Company began operation with Philadelphia engineer Lemuel Davis as its first president. The company installed Detroit's first gas lamps two years later, by which time it had changed its name to Detroit Gas Light Company. In 1903, the Detroit Gas Co. was renamed the Detroit City Gas Co. It secured franchises for Highland Park and Hamtramck and increased its customer base to more than 67,000.
In 1904, Detroit Edison signed its first power contract with an automobile company — the Cadillac Motor Car Co.
In 1905, a majority of the Detroit City Gas Co. was acquired by the American Light & Traction Co., a holding company that controlled utility and transportation interests stretching from Grand Rapids to Milwaukee.
With the added demand for electricity, the Delray 2 Power Plant was added in 1908.
In 1913, Detroit City Gas acquired additional service territory that included the communities of River Rouge, Wyandotte, Dearborn, Ecorse and Trenton.
1920s
Between 1924 and 1929, Detroit Edison increased its production capacity by building the Marysville, Trenton Channel and Delray 3 power plants.
1930s
In 1937, Detroit City Gas Company merged with Grand Rapids Gas Light Company, Washtenaw Gas Company and Ann Arbor Gas Company to form Michigan Consolidated Gas Company (MichCon). The merger, approved in 1938 by state and federal regulators, created one gas provider for most of the southern half of the Lower Peninsula.
1940s
To meet the increasing demand for natural gas, the Michigan-Wisconsin Pipeline was completed in 1945.
In 1949, Michigan Consolidated Gas, the Milwaukee Gas Co., the Michigan-Wisconsin Gas Co., the Austin Field Pipeline Co. and the Milwaukee Solvay Co. became the American Natural Gas Co.
1950s
Detroit Edison added the St. Clair Power Plant in 1954 — one of the largest power plants in the world at the time.
In 1956, Detroit Edison broke ground for the Enrico Fermi Power Plant and also began work on the River Rouge Power Plant.
1970s
This era marked another construction phase that included the start of the Fermi 2 nuclear plant in 1970 and Monroe Power Plant Units 1-4, which came online from 1971-74.
Construction also began in 1972 on the Greenwood Energy Center — the company's first inland plant designed for both oil - and nuclear-fueled generating units.
The Ludington Pumped Storage Plant, co-owned by Detroit Edison and Consumers Power Company, also went into service in 1973.
Detroit Edison was the subject of a long-running legal dispute about discrimination against black employees, led by the Association for the Betterment of Black Edison Employees. Edison agreed to pay $4.25 million in damages.
1980s
MichCon became a wholly owned subsidiary of Primark Corp in 1981. In 1988, Primark spun-off MichCon, and the MCN Corp. was established as the parent company of MichCon.
In 1983, Detroit Edison sought to sell its engineering expertise through the creation of Utility Technical Services, later called SYNDECO — Detroit Edison's first subsidiary business.
Supporting the new marketing push and increasing customer demand were Belle River Units 1 and 2, which went online in 1984 and 1985.
In 1986, the Detroit Edison Foundation was formed to manage the company's charitable giving programs and volunteer efforts that had grown over the years.
The Fermi 2 unit was licensed and went online in 1988. The company also founded what is now DTE Biomass Energy to begin collecting methane gas from landfills for use in energy production.
1990s
In January 1996, Detroit Edison reorganized as a holding company — DTE Energy. “DTE” was selected because it was the existing stock ticker symbol for Detroit Edison.
2000s
On May 31, 2001 DTE Energy and MCN Energy Group completed a merger which created Michigan's largest energy company and a premier regional energy provider. MichCon became an operating company of DTE Energy.
In 2007, DTE Energy began acquiring wind development rights on more than 100,000 acres of land in the Thumb area. The first DTE Energy-owned and constructed wind parks were commissioned (connected to the grid and generating power) in December 2012. Two of these wind parks are located in Huron County and one in Sanilac County.
2010s
In 2013, DTE Energy adopted "DTE" as its customer-facing brand. Accordingly, Detroit Edison Company changed its name to DTE Electric Company, while Michigan Consolidated Gas changed its name to DTE Gas.
2020s
On October 27, 2020, DTE announced its plan to spin off DTE Midstream into an independent, publicly traded business called DT Midstream. On July 1, 2021, DT Midstream successfully spun off.
According to a statement released by the White House on Nov 18, 2021, DTE Energy participated in the American Rescue Plan by committing to help customers during the COVID-19 pandemic, by proactively using resources.
On January 16, 2025, DTE Gas and DTE Electric received a total of $8.81 billion in conditional commitments for loan guarantees through the US Department of Energy's Loan Programs Office that would be used to install thousands of megawatts of renewable energy generation and storage.
In December 2025, president and COO Joi M. Harris was appointed CEO, while retaining the company presidency. She was then one of the two Black women CEOs leading a Fortune 500 company.
Operations
Utility
DTE Electric
DTE Electric Company is a state-regulated electric utility serving 2.3 million residential and business customers throughout Southeast Michigan and the thumb region.
DTE Electric's power generation portfolio includes renewable energy and Nuclear power, but is primarily generated by fossil fuels. In 2020, 32.62% came from renewable and nuclear generation while 67.13% of electricity generated by DTE came from coal, gas, and oil.
DTE Gas
DTE Gas is a state-regulated natural gas provider to 1.3 million residential, commercial and industrial customers throughout Michigan.
Non-Utility
DTE Vantage
The group began by building upon Detroit Edison's (now DTE Electric) existing capabilities and customer relationships to develop non-regulated (non-utility) projects within Michigan. Since then, the business has expanded its geographic reach and broadened its products and services to a nationwide customer base.
DTE Vantage now encompasses 74 projects in 15 states with a focus on three main business lines: Industrial Energy Services, Renewable Energy and Environmental Controls.
DTE Biomass Energy operates as an independent subsidiary of DTE Vantage.
DTE Energy Trading
DTE Energy Trading is an active physical and financial gas, power and environmental marketing company operating in Detroit, Michigan.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
DTE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
DTE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| June 22, 2026 | $1.1650 |
| March 16, 2026 | $1.1650 |
| Dec. 15, 2025 | $1.1650 |
| Sept. 15, 2025 | $1.0900 |
| June 16, 2025 | $1.0900 |
| March 17, 2025 | $1.0900 |
| Dec. 16, 2024 | $1.0900 |
| Sept. 16, 2024 | $1.0200 |
| June 17, 2024 | $1.0200 |
| March 15, 2024 | $1.0200 |
| Dec. 15, 2023 | $1.0200 |
| Sept. 15, 2023 | $0.9530 |
| June 15, 2023 | $0.9530 |
| March 17, 2023 | $0.9530 |
| Dec. 16, 2022 | $0.9530 |
| Sept. 16, 2022 | $0.8850 |
| June 16, 2022 | $0.8850 |
| March 18, 2022 | $0.8850 |
| Dec. 17, 2021 | $0.8850 |
| Sept. 17, 2021 | $0.8250 |
DTE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 6 24.0%
- Buy 9 36.0%
- Hold 10 40.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
14 analysts · 2026-08-19Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.32 | $1.18 | 0.14% |
| March 31, 2026 | $1.95 | $2.03 | -0.08% |
| Dec. 31, 2025 | $1.65 | $1.54 | 0.11% |
| Sept. 30, 2025 | $2.25 | $2.13 | 0.12% |
| June 30, 2025 | $1.36 | $1.42 | -0.06% |
| March 31, 2025 | $2.10 | $2.02 | 0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| DTE | — | — | — | — | — | — |
| SRE | — | — | — | — | — | — |
| ED | $35.85B | 17.6 | 10.9% | 12.0% | 8.4% | — |
| PEG | $39.99B | 19.0 | 18.2% | 17.3% | 12.6% | — |
| WEC | $34.32B | 21.9 | 14.0% | 15.9% | 11.2% | — |
| AEE | $27.60B | 18.7 | 15.4% | 16.6% | 11.5% | — |
| CNP | $25.03B | 24.0 | 8.3% | 11.2% | 9.5% | — |
| CMS | $21.43B | 19.8 | 13.6% | 12.5% | 12.3% | — |
| NI | $19.98B | 21.4 | 23.5% | 14.2% | 10.2% | — |
| BKH | $5.24B | 17.4 | 8.6% | 12.6% | 8.0% | — |
| NWE | $3.96B | 22.0 | 6.4% | 11.2% | 6.3% | — |
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Institutional owners (13F) 1,113 filers · $16.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 128 (-23 vs prior Q) | 69 (-26 vs prior Q) | 420 (+70 vs prior Q) | 266 (-34 vs prior Q) | -239K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1,914,990,579 | 12,568,029 | 11.96% | Shares |
| Capital Research Global Investors | $1,904,073,304 | 12,496,338 | 11.90% | Shares |
| STATE STREET CORP | $1,724,153,025 | 11,231,634 | 10.77% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,703,950,967 | 11,182,982 | 10.65% | Shares |
| Capital World Investors | $1,522,222,316 | 9,990,302 | 9.51% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $787,313,675 | 5,188,920 | 4.92% | Shares |
| AMERIPRISE FINANCIAL INC | $715,147,431 | 4,693,173 | 4.47% | Shares |
| Soroban Capital Partners LP | $292,988,159 | 1,922,873 | 1.83% | Shares |
| BARCLAYS PLC | $235,410,279 | 1,544,991 | 1.47% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $174,246,218 | 1,143,573 | 1.09% | Shares |
| GOLDMAN SACHS GROUP INC | $123,704,784 | 811,871 | 0.77% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $118,229,978 | 775,940 | 0.74% | Shares |
| Clearbridge Investments, LLC | $118,005,753 | 774,468 | 0.74% | Shares |
| MARSHALL WACE, LLP | $114,002,777 | 748,197 | 0.71% | Shares |
| BlackRock, Inc. | $112,441,289 | 737,949 | 0.70% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $108,196,246 | 710,088 | 0.68% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $97,237,658 | 638,168 | 0.61% | Shares |
| Rare Infrastructure Ltd | $89,548,258 | 676,040 | 0.56% | Shares |
| Swiss National Bank | $89,395,479 | 586,700 | 0.56% | Shares |
| HITE Hedge Asset Management LLC | $87,808,850 | 576,287 | 0.55% | Shares |
| Pictet Asset Management Holding SA | $84,467,681 | 554,359 | 0.53% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $76,948,221 | 505,009 | 0.48% | Shares |
| Vanguard Global Advisers, LLC | $68,258,255 | 447,977 | 0.43% | Shares |
| Energy Income Partners, LLC | $68,132,093 | 447,149 | 0.43% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $68,071,145 | 446,749 | 0.43% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $66,391,418 | 435,725 | 0.41% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $63,164,951 | 409,020 | 0.39% | Shares |
| Legal & General Group Plc | $61,773,692 | 405,419 | 0.39% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $61,446,859 | 403,274 | 0.38% | Shares |
| California Public Employees Retirement System | $59,841,184 | 392,736 | 0.37% | Shares |
| VANGUARD GROUP INC | $59,520,143 | 461,468 | 0.37% | Shares |
| Freestone Grove Partners LP | $54,962,906 | 360,720 | 0.34% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $54,910,003 | 360,373 | 0.34% | Shares |
| RHUMBLINE ADVISERS | $53,008,343 | 347,893 | 0.33% | Shares |
| BANK OF NOVA SCOTIA | $51,999,005 | 341,268 | 0.32% | Shares |
| Teilinger Capital Ltd. | $51,805,800 | 340,000 | 0.32% | Shares |
| JENNISON ASSOCIATES LLC | $51,323,244 | 336,833 | 0.32% | Shares |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $48,838,491 | 320,526 | 0.31% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $47,282,088 | 310,311 | 0.30% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $45,869,160 | 301,038 | 0.29% | Shares |
| Yaupon Capital Management LP | $45,402,755 | 297,977 | 0.28% | Shares |
| National Pension Service | $45,084,302 | 295,887 | 0.28% | Shares |
| BANK OF AMERICA CORP /DE/ | $43,458,058 | 285,214 | 0.27% | Shares |
| RAYMOND JAMES FINANCIAL INC | $41,314,780 | 271,148 | 0.26% | Shares |
| Focus Partners Wealth | $40,952,896 | 268,718 | 0.26% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $40,576,131 | 266,300 | 0.25% | Shares |
| Thiel Macro LLC | $40,294,247 | 264,450 | 0.25% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $37,256,598 | 244,514 | 0.23% | Shares |
| Quantinno Capital Management LP | $35,637,177 | 233,885 | 0.22% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $35,304,527 | 241,448 | 0.22% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $34,902,020 | 227,939 | 0.22% | Shares |
| Magellan Asset Management Ltd | $34,387,471 | 225,684 | 0.21% | Shares |
| TD Asset Management Inc | $34,346,026 | 225,412 | 0.21% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $34,243,024 | 224,736 | 0.21% | Shares |
| LPL Financial LLC | $33,108,541 | 217,291 | 0.21% | Shares |
| REAVES W H & CO INC | $32,774,330 | 215,097 | 0.20% | Shares |
| TWO SIGMA INVESTMENTS, LP | $31,423,113 | 206,229 | 0.20% | Shares |
| ALLIANCEBERNSTEIN L.P. | $30,967,203 | 211,785 | 0.19% | Shares |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $29,032,732 | 190,541 | 0.18% | Shares |
| DEPRINCE RACE & ZOLLO INC | $28,342,496 | 186,011 | 0.18% | Shares |
| Verition Fund Management LLC | $28,298,004 | 185,719 | 0.18% | Shares |
| Gotham Asset Management, LLC | $27,524,879 | 180,645 | 0.17% | Shares |
| BANK OF MONTREAL /CAN/ | $25,884,920 | 169,882 | 0.16% | Shares |
| Life Cycle Investment Partners Ltd | $24,446,700 | 160,443 | 0.15% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $23,990,352 | 157,448 | 0.15% | Shares |
| Covalis Capital LLP | $23,724,466 | 155,703 | 0.15% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $23,595,104 | 154,854 | 0.15% | Shares |
| NEUBERGER BERMAN GROUP LLC | $23,587,025 | 154,801 | 0.15% | Shares |
| Boston Partners | $22,216,160 | 145,804 | 0.14% | Shares |
| Glenmede Investment Management, LP | $21,960,401 | 155,274 | 0.14% | Shares |
| AMERICAN CENTURY COMPANIES INC | $21,546,348 | 141,407 | 0.13% | Shares |
| Capital International, Inc./CA/ | $21,459,486 | 140,838 | 0.13% | Shares |
| JANUS HENDERSON GROUP PLC | $20,985,641 | 143,521 | 0.13% | Shares |
| Blue Chip Partners, LLC | $20,708,512 | 135,909 | 0.13% | Shares |
| JANE STREET GROUP, LLC | $20,356,632 | 133,600 | 0.13% | Put option |
| PRUDENTIAL FINANCIAL INC | $19,362,265 | 127,074 | 0.12% | Shares |
| APG Asset Management N.V. | $19,289,805 | 144,740 | 0.12% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19,246,354 | 131,626 | 0.12% | Shares |
| FRANKLIN RESOURCES INC | $19,181,097 | 125,885 | 0.12% | Shares |
| UBS Group AG | $19,108,874 | 125,411 | 0.12% | Shares |
| Lighthouse Investment Partners, LLC | $18,889,766 | 123,973 | 0.12% | Shares |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $18,836,589 | 123,624 | 0.12% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $18,344,281 | 120,393 | 0.11% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18,270,991 | 119,912 | 0.11% | Shares |
| IEQ CAPITAL, LLC | $17,542,840 | 115,133 | 0.11% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $17,303,236 | 118,337 | 0.11% | Shares |
| Stack Financial Management, Inc | $17,271,749 | 113,354 | 0.11% | Shares |
| Brandywine Global Investment Management, LLC | $17,123,127 | 132,758 | 0.11% | Shares |
| Asset Management One Co., Ltd. | $16,044,721 | 109,730 | 0.10% | Shares |
| Vinva Investment Management Ltd | $15,290,798 | 99,278 | 0.10% | Shares |
| Vanguard Investments Australia, Ltd. | $15,137,198 | 99,345 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $14,828,953 | 97,322 | 0.09% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $14,812,650 | 97,215 | 0.09% | Shares |
| FACTORY MUTUAL INSURANCE CO | $13,987,566 | 91,800 | 0.09% | Shares |
| Mitsubishi UFJ Trust & Banking Corp | $13,897,363 | 91,208 | 0.09% | Shares |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $13,759,011 | 90,300 | 0.09% | Shares |
| Bogart Wealth, LLC | $13,638,026 | 89,506 | 0.09% | Shares |
| GLENMEDE TRUST CO NA | $13,507,905 | 88,652 | 0.08% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $12,908,023 | 84,715 | 0.08% | Shares |
| Leeward Investments, LLC - MA | $12,758,121 | 83,731 | 0.08% | Shares |
Company insiders 45 insiders · 19 officers · 23 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Gerard M Anderson | Chairman and CEO | Feb. 13, 2015 F | 153,175 | 0 | 0 | $0 |
| Peter B Oleksiak | Sr. Vice President and CFO | Feb. 13, 2015 F | 29,762 | 0 | 0 | $0 |
| Mark W Stiers | President and COO - DTE Gas | Feb. 13, 2015 F | 18,875 | 0 | 0 | $0 |
| David Ruud | President Power and Industrial | Feb. 13, 2015 F | 32,124 | 0 | 0 | $0 |
| Steven E Kurmas | President and COO | Feb. 13, 2015 F | 38,037 | 0 | 0 | $0 |
| Gerardo Norcia | Group President | Feb. 13, 2015 F | 81,848 | 0 | 0 | $0 |
| Robert J Buckler | Group President | Feb. 28, 2009 F | 59,445 | 0 | 0 | $0 |
| Larry E Steward | Sr. Vice President | Feb. 24, 2015 M | 38,185 | 0 | 0 | $0 |
| Naif A. Khouri | Sr. Vice President | Feb. 13, 2015 A | 15,958 | 0 | 0 | $0 |
| Donna M England | Chief Accounting Officer | Feb. 13, 2015 F | 5,948 | 0 | 0 | $0 |
| Lisa A. Muschong | Corporate Secretary | Feb. 13, 2015 F | 5,398 | 0 | 0 | $0 |
| Bruce D Peterson | SVP/General Counsel | Feb. 13, 2015 F | 52,410 | 0 | 0 | $0 |
| David E Meador | Vice Chairman and CAO | Feb. 13, 2015 F | 39,728 | 0 | 0 | $0 |
| Paul Christie Hillegonds | Sr. VP/Corp Affairs & Comm. | May 23, 2013 S | 13,857 | 0 | 0 | $0 |
| Lynne Ellyn | Former Sr. VP and CIO | Aug. 15, 2011 S | 0 | 0 | 0 | $0 |
| Sandra Kay Ennis | Vice President | Sept. 14, 2010 M | 6,209 | 0 | 0 | $0 |
| Daniel G Brudzynski | VP/Controller | June 8, 2005 M | 7,527 | 0 | 0 | $0 |
| Susan M Beale | VP/Corporate Secretary | March 11, 2005 M | 6,516 | 0 | 0 | $0 |
| Martin S Taylor | Executive Vice President | Feb. 25, 2005 F | 11,390 | 0 | 0 | $0 |
| Mark A Murray | Director | Jan. 3, 2015 D | 1,000 | 0 | 0 | $0 |
| Josue Robles JR | Director | Jan. 3, 2015 D | 1,000 | 0 | 0 | $0 |
| Ruth G Shaw | Director | Jan. 3, 2015 D | 1,000 | 0 | 0 | $0 |
| James H Vandenberghe | Director | Jan. 3, 2015 D | 2,000 | 0 | 0 | $0 |
| BRANDON DAVID | Director | Jan. 3, 2015 D | 1,000 | 0 | 0 | $0 |
| David A Thomas | Director | Jan. 2, 2015 A | 1,000 | 0 | 0 | $0 |
| Frank W Fountain | Director | Jan. 2, 2015 A | — | 0 | 0 | $0 |
| James Bruce Nicholson | Director | Jan. 2, 2015 A | 4,200 | 0 | 0 | $0 |
| Gail J Mcgovern | Director | Jan. 2, 2015 A | 1,000 | 0 | 0 | $0 |
| Lillian Bauder | Director | Jan. 2, 2015 A | 6,983 | 0 | 0 | $0 |
| Charles W Pryor JR | Director | Jan. 2, 2015 A | 300 | 0 | 0 | $0 |
| Charles G Mcclure | Director | Jan. 2, 2015 A | 1,000 | 0 | 0 | $0 |
| Eugene A Miller | Director | Jan. 2, 2013 A | 4,400 | 0 | 0 | $0 |
| Frank M Hennessey | Director | Jan. 2, 2013 A | 6,539 | 0 | 0 | $0 |
| John E Lobbia | Director | May 3, 2012 D | 0 | 0 | 0 | $0 |
| Allan D Gilmour | Director | May 5, 2011 D | — | 0 | 0 | $0 |
| Alfred R Glancy | Director | April 30, 2009 D | 7,069 | 0 | 0 | $0 |
| Joe W Laymon | Director | Oct. 31, 2005 A | 1,000 | 0 | 0 | $0 |
| David Bing | Director | Feb. 14, 2005 D | — | 0 | 0 | $0 |
| Howard F Sims | Director | Jan. 27, 2005 A | — | 0 | 0 | $0 |
| Theodore S Leipprandt | Director | April 29, 2004 M | 6,452 | 0 | 0 | $0 |
| ADDERLEY TERENCE E | Director | April 29, 2004 D | — | 0 | 0 | $0 |
| DTE ENERGY CO | 10% owner | May 24, 2004 S | 10,629,463 | 0 | 0 | $0 |
| Anthony F Earley JR | — | Feb. 15, 2012 F | 312,448 | 0 | 0 | $0 |
| Stephen E Ewing | — | May 20, 2005 S | 28,785 | 0 | 0 | $0 |
| Ronnie A May | — | Feb. 25, 2005 F | 12,152 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 218 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EWG · iShares, Inc. | 5.74% | 2,928,482 SH | Aug. 21, 2026 | Daily |
| PUI · Invesco Exchange-Traded Fund Trust | 3.49% | 13,685 SH | Aug. 21, 2026 | Daily |
| RSPU · Invesco Exchange-Traded Fund Trust | 3.06% | 118,508 SH | Aug. 21, 2026 | Daily |
| IXP · iShares Trust | 2.95% | 438,371 SH | Aug. 21, 2026 | Daily |
| FXU · First Trust Exchange-Traded AlphaDE… | 2.58% | 152,932 NS | April 30, 2026 | N-PORT |
| TPZ · Tortoise Capital Series Trust | 2.37% | 21,332 NS | May 31, 2026 | N-PORT |
| FPWR · First Trust Exchange-Traded Fund IV | 2.36% | 4,170 NS | April 30, 2026 | N-PORT |
| VPU · VANGUARD WORLD FUND | 2.02% | 1,424,150 SH | Aug. 19, 2026 | Daily |
| FUTY · FIDELITY COVINGTON TRUST | 1.97% | 318,199 NS | April 30, 2026 | N-PORT |
| IDU · iShares Trust | 1.79% | 173,527 SH | Aug. 21, 2026 | Daily |
| UTES · ETFis Series Trust I | 1.77% | 185,929 NS | April 30, 2026 | N-PORT |
| UPW · ProShares Trust | 1.60% | 2,160 NS | May 31, 2026 | N-PORT |
| BMVP · Invesco Exchange-Traded Fund Trust | 1.54% | 11,768 SH | Aug. 21, 2026 | Daily |
| EMLP · First Trust Exchange-Traded Fund IV | 1.50% | 402,574 NS | April 30, 2026 | N-PORT |
| EZU · iShares, Inc. | 1.45% | 4,285,312 SH | Aug. 21, 2026 | Daily |
| CZA · Invesco Exchange-Traded Fund Trust | 1.36% | 18,210 SH | Aug. 21, 2026 | Daily |
| UTSL · Direxion Shares ETF Trust | 1.34% | 3,855 NS | April 30, 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 1.34% | 8,478 NS | April 30, 2026 | N-PORT |
| JXI · iShares Trust | 1.29% | 28,588 SH | Aug. 21, 2026 | Daily |
| PGX · Invesco Exchange-Traded Fund Trust … | 1.16% | 2,188,308 | Aug. 21, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1.14% | 586,424 SH | Aug. 21, 2026 | Daily |
| POWR · iShares, Inc. | 1.12% | 37,536 SH | Aug. 21, 2026 | Daily |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 1.10% | 353,631 SH | Aug. 21, 2026 | Daily |
| VRAI · ETFis Series Trust I | 1.09% | 1,323 NS | April 30, 2026 | N-PORT |
| EFG · iShares Trust | 1.04% | 5,279,332 SH | Aug. 21, 2026 | Daily |
| EIPI · First Trust Exchange-Traded Fund VI… | 1.03% | 75,799 NS | May 31, 2026 | N-PORT |
| GINX · RBB Fund, Inc. | 1.00% | 6,664 NS | May 31, 2026 | N-PORT |
| DVY · iShares Trust | 0.96% | 1,661,373 SH | Aug. 21, 2026 | Daily |
| RBLD · First Trust Exchange-Traded Fund II | 0.96% | 2,547 NS | June 30, 2026 | N-PORT |
| CGCV · Capital Group Conservative Equity E… | 0.93% | 114,498 NS | May 31, 2026 | N-PORT |
| IVLU · iShares Trust | 0.91% | 1,246,212 SH | Aug. 21, 2026 | Daily |
| KNCT · Invesco Exchange-Traded Fund Trust | 0.85% | 40,624 SH | Aug. 21, 2026 | Daily |
| IEV · iShares Trust | 0.79% | 399,550 SH | Aug. 21, 2026 | Daily |
| IEUR · iShares Trust | 0.71% | 1,988,808 SH | Aug. 21, 2026 | Daily |
| HUSV · First Trust Exchange-Traded Fund III | 0.67% | 3,211 NS | April 30, 2026 | N-PORT |
| SPVM · Invesco Exchange-Traded Fund Trust | 0.66% | 6,591 SH | Aug. 21, 2026 | Daily |
| FDL · First Trust Exchange-Traded Fund | 0.66% | 315,385 NS | June 30, 2026 | N-PORT |
| EFAV · iShares Trust | 0.59% | 970,820 SH | Aug. 21, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.59% | 8,255,881 SH | Aug. 19, 2026 | Daily |
| QLV · FlexShares Trust | 0.57% | 6,370 NS | April 30, 2026 | N-PORT |
| PFF · iShares Trust | 0.56% | 3,733,705 SH | Aug. 21, 2026 | Daily |
| BSCQ · Invesco Exchange-Traded Self-Indexe… | 0.55% | 19,131,000 | Aug. 21, 2026 | Daily |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.53% | 45,083 NS | April 30, 2026 | N-PORT |
| EFA · iShares Trust | 0.51% | 12,146,187 SH | Aug. 21, 2026 | Daily |
| ACWV · iShares, Inc. | 0.51% | 514,596 SH | Aug. 21, 2026 | Daily |
| VYMI · VANGUARD WHITEHALL FUNDS | 0.51% | 3,869,433 SH | Aug. 19, 2026 | Daily |
| PXF · Invesco Exchange-Traded Fund Trust … | 0.51% | 449,647 SH | Aug. 21, 2026 | Daily |
| VOE · VANGUARD INDEX FUNDS | 0.46% | 1,135,863 SH | Aug. 19, 2026 | Daily |
| IEFA · iShares Trust | 0.44% | 25,497,487 SH | Aug. 21, 2026 | Daily |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0.42% | 5,488 NS | May 31, 2026 | N-PORT |