I decided to redeploy some of the USD dollars received from recent sales and bought 500 shares of Iberdrola SA for 14,42 EUR per share. Reasoning being strategic but limited shift from US and USD exposure to Europe. Iberdrola should fit the bill just fine as it operates in preferred energy segments while providing some geographical diversification. It does have exposure to US markets as well which has pros and cons: renewables are not necessarily loved by the current administration but on the other hand this softens the level of reduced US exposure.