AWM
DEC

Avior Wealth Management’s Diversified Energy Company DEC Stock Holding History

Avior Wealth Management’s Portfolio DEC Stock Details DEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-965
Closed -$16.2K – 1128
2024
Q4 		$16.2K Hold
965
– – ﹤0.01% 1466
2024
Q3 		$11K Hold
965
– – ﹤0.01% 1524
2024
Q2 		$13K Buy
+965
New +$13.4K ﹤0.01% 1443

Other funds holding DEC

JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's DEC Position: Q1 2025 in Review

Avior Wealth Management sold out of Diversified Energy Company (DEC) in Q1 2025, closing a stake of 965 shares — an estimated $16.2K sold.

Avior Wealth Management first reported a position in DEC in Q2 2024 and held it in 3 quarters. The position peaked at $16.2K in Q4 2024. 140 funds tracked by Wall St. Rank hold DEC as of Q1 2025.

  • Avior Wealth Management reported no remaining Diversified Energy Company position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 965 Diversified Energy Company shares in Q1 2025, an estimated $16.2K.
  • Avior Wealth Management first reported a position in Diversified Energy Company in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Diversified Energy Company position peaked at $16.2K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Diversified Energy Company as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.