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All Energy

About All Energy

$ENRGYMIX pulls from the entire Energy Sector, and we are gearing up for the largest infrastructure buildout since the Interstate Highway System - AI Power Demand. This portfolio is made up of Nuclear, Renewables, Storage, Grid, and Defensive Yield to fully encompass the 945 TWh energy needs by 2030, and far beyond. Rebalanced quarterly, oppurtunistically, and on government policy and contract shifts.

About the Creator

A 20+ year career in nearly all areas of the energy sector gave me the tools needed to build the ultimate energy focused portfolio. I keep my eyes on the horizon and take advantage of trends and opportunities. AI Power will take us to the moon, but what comes next will take us to orbit!

Activity

Total Rebalances20
Last RebalanceJan 15, 2026

Posts by Creator

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Changes:LEU +2.6%FLNC +2.0%VST +1.2%NLR +0.6%OKLO +0.5%

$ENRGYMIX Just a couple minor tweaks to get in on the nuclear momentum. I’m pulling from ENB to accommodate. I want to thank all of the copiers for sticking with me (especially through December), and we’re looking forward to a great 2026 for $ENRGYMIX!

Changes:OKLO +2.3%ENB +1.9%FSLR +0.6%CEG +0.5%NLR +0.4%

Bumping up OKLO for growth after the slide, and ENB for yield and natural gas exposure before winter.

Changes:NEE +3.8%ENB +1.6%BEPC +0.5%FSLR +0.4%LNG +0.3%

Trimming a bit of LEU (post Q3 revenue miss) and adding it to NEE (Google nuclear pipeline).