Creative Planning
DEC

Creative Planning’s Diversified Energy DEC Stock Holding History

Creative Planning’s Portfolio DEC Stock Details DEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
17,525
+3,975
+29% +$58.3K ﹤0.01% 3023
2025
Q1 		$183K Sell
13,550
-17,736
-57% -$240K ﹤0.01% 3097
2024
Q4 		$526K Buy
31,286
+558
+2% +$9.37K ﹤0.01% 2165
2024
Q3 		$350K Buy
+30,728
New +$350K ﹤0.01% 2403