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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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. 11 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.
11 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.