TWD
DEC

True Wealth Design’s Diversified Energy Company DEC Stock Holding History

True Wealth Design’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 		$1.18K Sell
85
-22
-21% -$333 ﹤0.01% 1918
2026
Q1 		$1.87K Buy
107
+87
+435% +$1.23K ﹤0.01% 1576
2025
Q4 		$290 Hold
20
– – ﹤0.01% 2132
2025
Q3 		$281 Hold
20
– – ﹤0.01% 2209
2025
Q2 		$294 Hold
20
– – ﹤0.01% 1940
2025
Q1 		$271 Buy
+20
New +$296 ﹤0.01% 1820

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

True Wealth Design's DEC Position: Q2 2026 in Review

True Wealth Design reduced its Diversified Energy Company (DEC) stake by 21% in Q2 2026, selling an estimated $333 and leaving 85 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

True Wealth Design first reported a position in DEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87K in Q1 2026. 184 funds tracked by Wall St. Rank hold DEC as of Q2 2026.

  • True Wealth Design held 85 shares of Diversified Energy Company worth $1.18K as of Q2 2026.
  • True Wealth Design sold 22 Diversified Energy Company shares in Q2 2026, an estimated $333.
  • Diversified Energy Company made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1918 holding.
  • True Wealth Design first reported a position in Diversified Energy Company in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Diversified Energy Company position peaked at $1.87K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Diversified Energy Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.