Carson Wealth (CWM LLC)
DEC

Carson Wealth (CWM LLC)’s Diversified Energy Company DEC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$288K Buy
16,536
+14,051
+565% +$198K ﹤0.01% 2413
2025
Q4 		$36K Sell
2,485
-26
-1% -$364 ﹤0.01% 3828
2025
Q3 		$35K Buy
2,511
+724
+41% +$10.9K ﹤0.01% 3781
2025
Q2 		$26K Buy
1,787
+1,308
+273% +$17.5K ﹤0.01% 3730
2025
Q1 		$6K Sell
479
-48
-9% -$711 ﹤0.01% 4348
2024
Q4 		$9K Buy
527
+249
+90% +$3.48K ﹤0.01% 3912
2024
Q3 		$3K Buy
+278
New +$3.74K ﹤0.01% 4259

Other funds holding DEC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $243M AUM 9.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Diversified Energy Company (DEC) stake by 565% in Q1 2026, buying an estimated $198K and bringing the position to 16,536 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Carson Wealth (CWM LLC) first reported a position in DEC in Q3 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold DEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,536 shares of Diversified Energy Company worth $288K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,051 Diversified Energy Company shares in Q1 2026, an estimated $198K.
  • Diversified Energy Company made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2413 holding.
  • Carson Wealth (CWM LLC) first reported a position in Diversified Energy Company in Q3 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Diversified Energy Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.