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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 Rebalances24
Last RebalanceApr 29, 2026

Posts by Creator

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Changes:NEE +3.6%ENB +2.8%LNG +0.3%VST +0.1%FSLR +0.1%

$ENRGYMIX Moving more in to the defensive yields, and trimming some of the speculative holdings.

Changes:LEU +1.6%ENB +1.6%WULF +1.5%NEE +1.4%OKLO +0.7%

Trimming a bit of FLNC, and adding to defensive yield and LEU (contract news).

Changes:BEPC +2.0%WULF +1.8%LEU +0.6%ENB +0.6%VST +0.5%

Doing a bit of a rebalance after the tough slide we’ve had. We’ll be buying a few dips, and re-allocating a few to accommodate! once again, thank you to the copiers for sticking with me in the dips!