Creative Planning’s Diversified Energy Company DEC Stock Holding History

Creative Planning’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 Q2	$234K	Buy	16,899 +1,079	+7%	+$16.3K	﹤0.01%	3764
2026 Q1	$276K	Buy	15,820 +511	+3%	+$7.2K	﹤0.01%	3483
2025 Q4	$222K	Sell	15,309 -2,389	-13%	-$33.5K	﹤0.01%	3472
2025 Q3	$248K	Buy	17,698 +173	+1%	+$2.59K	﹤0.01%	3300
2025 Q2	$257K	Buy	17,525 +3,975	+29%	+$53.2K	﹤0.01%	3033
2025 Q1	$183K	Sell	13,550 -17,736	-57%	-$263K	﹤0.01%	3106
2024 Q4	$526K	Buy	31,286 +558	+2%	+$7.79K	﹤0.01%	2171
2024 Q3	$350K	Buy	+30,728	New	+$413K	﹤0.01%	2403

Other funds holding DEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Tejara Capital London, United Kingdom $243M AUM 9.84% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning's DEC Position: Q2 2026 in Review

Creative Planning increased its Diversified Energy Company (DEC) stake by 6.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 16,899 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

Creative Planning first reported a position in DEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $526K in Q4 2024. 184 funds tracked by Wall St. Rank hold DEC as of Q2 2026.

Creative Planning held 16,899 shares of Diversified Energy Company worth $234K as of Q2 2026.
Creative Planning bought 1,079 Diversified Energy Company shares in Q2 2026, an estimated $16.3K.
Diversified Energy Company made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3764 holding.
Creative Planning first reported a position in Diversified Energy Company in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Diversified Energy Company position peaked at $526K in Q4 2024.
184 funds tracked by Wall St. Rank held Diversified Energy Company as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.