SPIA
DEC

Steward Partners Investment Advisory’s Diversified Energy Company DEC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.74K Hold
100
– – ﹤0.01% 4092
2025
Q4 		$1.45K Buy
+100
New +$1.4K ﹤0.01% 4024
2025
Q1 		– Sell
-400
Closed -$6.72K – 4042
2024
Q4 		$6.72K Sell
400
-50
-11% -$698 ﹤0.01% 3261
2024
Q3 		$5.12K Buy
+450
New +$6.05K ﹤0.01% 3180

Other funds holding DEC

AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's DEC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Diversified Energy Company (DEC) position steady in Q1 2026 at 100 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4092.

Steward Partners Investment Advisory first reported a position in DEC in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.72K in Q4 2024. 182 funds tracked by Wall St. Rank hold DEC as of Q1 2026.

  • Steward Partners Investment Advisory held 100 shares of Diversified Energy Company worth $1.74K as of Q1 2026.
  • Steward Partners Investment Advisory left its Diversified Energy Company share count unchanged in Q1 2026.
  • Diversified Energy Company made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4092 holding.
  • Steward Partners Investment Advisory first reported a position in Diversified Energy Company in Q3 2024 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Diversified Energy Company position peaked at $6.72K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Diversified Energy Company as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.