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All Energy

$ENRGYMIXCChristopher S.

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

C

Christopher S.

@ccs_06_7

90

Copiers

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 Rebalances32
Last RebalanceJun 25, 2026

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Changes:VST +0.6%NEE +0.5%CCJ +0.5%LEU +0.5%WULF +0.2%

$ENRGYMIX Added 0.75% to OKLO and 0.5% to CCJ on today’s pullback, funded by trimming 0.75% from VST and 0.5% from CEG. Buying our highest-conviction nuclear/AI power names at better levels while taking a bit of profit from relative strength.

Changes:CCJ +0.5%OKLO +0.4%BEPC +0.4%FLNC +0.3%WULF +0.2%

Trimmed from NEE and ENB to add 1% to OKLO and 0.50% to CCJ. Both names moved deeper into attractive entry zones on today’s weakness. OKLO remains one of our highest-conviction holdings for long-term upside in the AI power theme.

Changes:CCJ +0.8%ENB +0.9%OKLO +0.6%LNG +0.2%FSLR +0.1%

Trimmed 1.75% from NEE to add 1% to OKLO and 0.75% to CCJ (Cameco Corp) on today’s meaningful pullback. Both names entered attractive entry zones after the broader market weakness. CCJ has been on the watchlist for some time as a high-quality uranium producer with significant Westinghouse exposure.