| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David Brandon | - | 5,588 | 0 | 08 Jan, 2024 |
| Charles G Mcclure | - | 1,000 | 0 | 06 May, 2025 |
| David E Meador | Vice Chairman And Cao | 15,384 | 105,236 | 01 Mar, 2022 |
| Gerard M Anderson | Executive Chairman | 8,114 | 645,174 | 04 Feb, 2022 |
| James H Vandenberghe | - | 2,000 | 0 | 06 May, 2025 |
| Ruth G Shaw | - | 5,500 | 0 | 04 Jan, 2023 |
| Gary Torgow | - | 5,741 | 0 | 08 Jan, 2024 |
| Nicholas K Akins | - | 2,494 | 0 | 06 May, 2025 |
| Gerardo Norcia | Executive Chairman | 437,779 | 0 | 06 Feb, 2026 |
| Lisa A. Muschong | Vp, Corp Sec Chief Of Staff | 7,233 | 0 | 06 Feb, 2026 |
| David A Thomas | - | 2,068 | 0 | 06 May, 2025 |
| David Ruud | Vice Chairman Cfo | 98,564 | 0 | 06 Feb, 2026 |
| Mark W Stiers | Pres Coo Dte Vantage Trad. | 52,478 | 0 | 07 Feb, 2025 |
| Trevor F Lauer | Vice Chairman Group Pres. | 78,122 | 0 | 06 Feb, 2026 |
| Valerie Williams | - | 5,588 | 0 | 08 Jan, 2024 |
| Matthew T. Paul | Pres. Coo Dte Electric Co. | 9,100 | 10,115 | 06 Feb, 2026 |
| Joann Chavez | Sr Vp Chief Legal Officer | 14,067 | 0 | 25 Feb, 2025 |
| Tracy J Myrick | Chief Accounting Officer | 4,076 | 0 | 06 Feb, 2026 |
| Joi M. Harris | President Ceo | 53,868 | 0 | 06 Feb, 2026 |
| Robert A. Richard | President Coo Dte Gas | 35,150 | 0 | 06 Feb, 2026 |
| Deborah L Byers | - | 1,000 | 0 | 23 Jun, 2023 |
| Cassandra Santos | - | 1,000 | 0 | 07 Feb, 2025 |
| Diane M. Antishin | Sr Vp Hr Chief Di Officer | 19,238 | 0 | 06 Feb, 2026 |
| Kathrine M. Lorenz | Sr Vp Chief Legal Officer | 5,105 | 0 | 06 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Gary Torgow | Phantom Stock (Def Dir Fees) | A | 246 | $147.12 | 7,044 | D | A |
| 01 Apr, 2026 | Gary Torgow | Phantom Stock (Def Dir Fees) | A | 246 | $147.12 | 7,044 | D | A |
| 01 Apr, 2026 | David Brandon | Phantom Stock (Def Dir Fees) | A | 246 | $147.12 | 16,716 | D | A |
| 01 Apr, 2026 | Gary Torgow | Phantom Stock (Def Dir Fees) | A | 246 | $147.12 | 7,044 | D | A |
| 04 Feb, 2026 | Matthew T. Paul | Common Stock | A | 3,200 | $0.00 | 9,100 | D | A |
| 04 Feb, 2026 | Trevor F Lauer | Common Stock | A | 11,846 | $0.00 | 80,217 | D | A |
| 04 Feb, 2026 | Gerardo Norcia | Common Stock | A | 51,028 | $0.00 | 451,388 | D | A |
| 04 Feb, 2026 | Kathrine M. Lorenz | Common Stock | A | 3,130 | $0.00 | 5,221 | D | A |
| 04 Feb, 2026 | Robert A. Richard | Common Stock | A | 5,850 | $0.00 | 36,179 | D | A |
| 04 Feb, 2026 | Joi M. Harris | Common Stock | A | 18,508 | $0.00 | 54,897 | D | A |
| 04 Feb, 2026 | Lisa A. Muschong | Common Stock | A | 1,801 | $0.00 | 7,576 | D | A |
| 04 Feb, 2026 | Matthew T. Paul | Common Stock | A | 3,200 | $0.00 | 9,100 | D | A |
| 04 Feb, 2026 | Robert A. Richard | Common Stock | A | 5,850 | $0.00 | 36,179 | D | A |
| 04 Feb, 2026 | David Ruud | Common Stock | A | 14,388 | $0.00 | 101,959 | D | A |
| 04 Feb, 2026 | Trevor F Lauer | Common Stock | A | 11,846 | $0.00 | 80,217 | D | A |
| 04 Feb, 2026 | Gerardo Norcia | Common Stock | A | 51,028 | $0.00 | 451,388 | D | A |
| 04 Feb, 2026 | David Ruud | Common Stock | A | 14,388 | $0.00 | 101,959 | D | A |
| 04 Feb, 2026 | Tracy J Myrick | Common Stock | A | 987 | $0.00 | 4,283 | D | A |
| 04 Feb, 2026 | Joi M. Harris | Common Stock | A | 18,508 | $0.00 | 54,897 | D | A |
| 04 Feb, 2026 | Lisa A. Muschong | Common Stock | A | 1,801 | $0.00 | 7,576 | D | A |