EWA
DEC

EverSource Wealth Advisors’s Diversified Energy Company DEC Stock Holding History

EverSource Wealth Advisors’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 		$13.6K Buy
983
+43
+5% +$651 ﹤0.01% 2709
2026
Q1 		$16.4K Buy
940
+268
+40% +$3.78K ﹤0.01% 2630
2025
Q4 		$9.73K Buy
672
+91
+16% +$1.27K ﹤0.01% 2810
2025
Q3 		$8.14K Buy
581
+99
+21% +$1.48K ﹤0.01% 2933
2025
Q2 		$7.07K Buy
482
+182
+61% +$2.44K ﹤0.01% 3002
2025
Q1 		$4.06K Buy
+300
New +$4.44K ﹤0.01% 2594

Other funds holding DEC

BlackRock
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
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
TC
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EverSource Wealth Advisors's DEC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Diversified Energy Company (DEC) stake by 4.6% in Q2 2026, buying an estimated $651 and bringing the position to 983 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

EverSource Wealth Advisors first reported a position in DEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.4K in Q1 2026. 184 funds tracked by Wall St. Rank hold DEC as of Q2 2026.

  • EverSource Wealth Advisors held 983 shares of Diversified Energy Company worth $13.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 43 Diversified Energy Company shares in Q2 2026, an estimated $651.
  • Diversified Energy Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2709 holding.
  • EverSource Wealth Advisors first reported a position in Diversified Energy Company in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Diversified Energy Company position peaked at $16.4K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Diversified Energy Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.