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DTE Energy is a Detroit-based diversified energy company with gas and electric operations with generation, transmission, and distribution operations. Its subsidiaries include Detroit Edison, an electric utility serving 2.3 million customers in Southeastern Michigan; MichCon, a natural gas utility serving 1.3 million customers in Michigan; and other nonutility energy trading businesses, fuel transportation, and marketing. The company currently has once nuclear generating facility. In 2021, DTE completed the spinoff of its midstream gas pipeline operations. Utility revenues accounted for about 65% of 2024 total revenue. Almost 80% of 2024 operating earnings were from DTE Electric, 18% from DTE Gas, and 7% from Energy Trading. DTE's fuel mix is approximately 40% coal, 20% nuclear, and 22% natural gas, with the remainder from other sources. The company is expanding its use of renewable fuels. It is more reliant on coal than some peers but is planning to stop using coal at its Belle River plant by 2028 and at its Monroe plant by 2040. DTE retired the Trenton Channel and St. Clair coal power plants in 2022. It is also targeting net-zero carbon emissions by 2050. This follows its previously announced commitments to reduce carbon emissions by 50% by 2030 and 80% by 2040. The company's market capitalization is $29 billion.

The current weekly insider-sentiment data from Vickers Stock Research reflects short-term gains that allow for long-term stabilization. But with insider trading activity having been clearly bullish for multiple weeks now, we'll happily accept both 'gains' and 'stabilization.' The numbers tell the story, with any ratio result below 2.00 bullish and any reading from 2.00 to 6.00 neutral. Starting on an exchange basis, the current NYSE One-Week Sell/Buy Ratio is 2.44 and has improved since last week; the NYSE Eight-Week Sell/Buy Ratio is essentially flat from last week at 1.97, and remains in positive territory. The current Nasdaq One-Week Sell/Buy Ratio is at 2.66 and has improved since last week; the Nasdaq Eight-Week Sell/Buy Ratio is slightly improved from last week at 2.80, and remains in neutral territory. Rolling that up, the Total (all exchanges) One-Week Sell/Buy Ratio is at 2.51 and has improved since last week. The Nasdaq Eight-Week Sell/Buy Ratio is flat from last week at 2.32, and remains in neutral territory. Insider selling outpaced insider buying across all sectors over the last week, but insider buying in Consumer Discretionary lagged selling by a factor of just 1.1-times. Selling was the greatest in Information Technology over the last week, with shares valued at $495 million sold versus less than $3 million bought. Selling was also notable in Healthcare and Industrials. This week, analysts at Vickers highlighted insider transactions of interest at Danaher Corp. (NYSE: DHR) and UnitedHealth Group Inc. (NYSE: UNH).

Director of Research Jim Kelleher, CFA, has surveyed the Argus analyst team about the impact of tariffs on companies in the Argus Universe of Coverage. The tariff environment is dynamic, to say the least. The White House has levied tariffs or threatened to levy tariffs, but often paused, postponed, or withdrawn pledged tariffs. Most recently, China and the U.S. agreed to reduce baseline tariffs to 10% for 90 days (30% in the U.S. reflecting a 20% fentanyl penalty). More than the tariffs themselves, the lack of a finished tariff infrastructure complicates business planning, staffing decisions, and capital investment. Within this dynamic environment, companies are focused on taking actions in areas they can control and planning proactively for a range of tariff scenarios. Companies are anticipating both direct and indirect tariff impacts. Direct impacts would include higher costs for imported finished goods and components, foregone sales as a result of reciprocal tariffs in other nations, and other factors. For example, a manufacturing company would face direct impacts as it pays higher prices for imported parts. Indirect impacts would include a slowing in business related to a broad softening in the economy. All companies likely will feel indirect impacts. A utility, for example, could begin to see a slowing in industrial and commercial kilowatt-hour sales, particularly in niches such as warehousing, trucking and rail, and other freight-related functions. We asked Argus analysts to survey their companies for their commentary on direct and indirect tariff impacts, as well as actions these companies are taking to mitigate the challenging trade environment. Nearly every company in Argus analyst coverage has issued commentary regarding tariffs, much as (five years ago) nearly every company in coverage had something to say about the then-developing COVID-19 pandemic. Below we offer a sampling of company responses to the unfolding tariff environment across a range of sectors and industries. We intend to update our survey on a regular basis at least until the tariff environment, in whatever shape or form, becomes a stable part of the U.S. economy.

Constellation Energy is the nation's largest producer of carbon-free energy and a leading supplier of energy products and services, including sustainable energy solutions to homes, institutional customers, the public sector, community aggregations, and businesses, including three-fourths of Fortune 100 companies. Constellation's mission is to accelerate the transition to a carbon-free future. Constellation provides energy to over 15 million homes and businesses with over 31,600 megawatts of capacity. The company's nuclear fleet is the nation's largest. The company has 14,000 employees. CEG shares are a component of the S&P 500 Index.