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Changes:JPM +5.2%DBB +1.0%PRU +1.0%NFLX +0.6%MCD +0.3%

$ENERFIN We’re taking profits on Chevron and Exxon. Reallocating to JP Morgan.

Changes:CEG +2.9%HAL +0.9%CVX +0.9%SLB +0.9%DBB +0.9%

We’re taking today’s profits on Excelerate Energy and are liquidating our position on EE.

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

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).