MSFP
DEC

Mark Sheptoff Financial Planning’s Diversified Energy Company DEC Stock Holding History

Mark Sheptoff Financial 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 		– Sell
-3,000
Closed -$49.1K – 520
2026
Q1 		$49.1K Buy
+3,000
New +$42.3K 0.03% 179

Other funds holding DEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's DEC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Diversified Energy Company (DEC) in Q2 2026, closing a stake of 3,000 shares — an estimated $49.1K sold.

Mark Sheptoff Financial Planning first reported a position in DEC in Q1 2026 and held it in 1 quarter. The position peaked at $49.1K in Q1 2026. 184 funds tracked by Wall St. Rank hold DEC as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Diversified Energy Company position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,000 Diversified Energy Company shares in Q2 2026, an estimated $49.1K.
  • Mark Sheptoff Financial Planning first reported a position in Diversified Energy Company in Q1 2026 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Diversified Energy Company position peaked at $49.1K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Diversified Energy Company as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.