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Changes:XOM +2.8%NFLX +0.8%CVX +0.8%SLB +0.8%MCD +0.8%

$ENERFIN Freeport McMoran (FCX) is now overweight so we’re taking profits and closing our position.

Changes:EE +8.4%JPM +0.2%XOM -1.8%CEG -0.8%CVX -0.8%

We’re adding Excelerate Energy (EE) to our power portfolio. EE is currently trading above it’s 50 and 200-day moving averages and is a stock rocket up 12% in the last 10 days.

Changes:XOM +1.8%SLB +0.8%FCX +0.8%HAL +0.8%CVX +0.8%

Russell 2000 Index ETF is hard to justify holding into 2026 so we’re taking profits for a nice gain at $264.54/share.

Changes:CEG +8.4%FCX +8.3%JPM +8.3%PRU +8.3%HAL +8.3%

Adding Constellation Energy (CEG) to the mix. CEG is a well-run, financially sound nuclear industry company. 12-month target price at $425 (currently at $362).