EPIMS
DEC

Evelyn Partners Investment Management Services’s Diversified Energy Company DEC Stock Holding History

Evelyn Partners Investment Management Services’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
-50
Closed -$840 – 275
2024
Q4 		$840 Buy
+50
New +$698 ﹤0.01% 268

Other funds holding DEC

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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

Evelyn Partners Investment Management Services's DEC Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of Diversified Energy Company (DEC) in Q1 2025, closing a stake of 50 shares — an estimated $840 sold.

Evelyn Partners Investment Management Services first reported a position in DEC in Q4 2024 and held it in 1 quarter. The position peaked at $840 in Q4 2024. 140 funds tracked by Wall St. Rank hold DEC as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining Diversified Energy Company position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 50 Diversified Energy Company shares in Q1 2025, an estimated $840.
  • Evelyn Partners Investment Management Services first reported a position in Diversified Energy Company in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Diversified Energy Company position peaked at $840 in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Diversified Energy Company as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.