Invesco DB Energy Fund
DBE- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001383062
No open-market purchases or sales by Invesco DB Energy Fund insiders were filed in the last 90 days; 37 institutions reported holding it in 13F filings for Q2 2026, worth $35.3M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Invesco DB Energy Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 42 | 48 | +6 |
| Shares | 1.98M | 2.05M | +61.8K (+3.1%) |
| Value | $46.5M | $39.4M | −$7.07M (−15.2%) |
New holders (13)
Institutions that held Invesco DB Energy Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisory Services Network, LLC | 183,903 | $3.53M | 0.09% |
| Foundations Investment Advisors, LLC | 19,713 | $385.7K | 0.01% |
| Alaska Permanent Capital Management | 13,957 | $267.8K | 0.02% |
| Arete Wealth Advisors, LLC | 11,785 | $226.2K | 0.02% |
| Stifel Financial Corp | 11,765 | $225.7K | 0.00% |
| CWM, LLC | 4,944 | $95.0K | 0.00% |
| WestEnd Advisors, LLC | 1,322 | $25.4K | 0.00% |
| Coppell Advisory Solutions LLC | 1,184 | $22.7K | 0.00% |
| O'Dell Group, LLC | 500 | $9.60K | 0.00% |
| Creekmur Asset Management LLC | 377 | $7.23K | 0.00% |
| Rockbridge Investment Management, LCC | 203 | $3.90K | 0.00% |
| Northwestern Mutual Wealth Management Co | 100 | $1.92K | 0.00% |
| Caitlin John, LLC | 7 | $131 | 0.00% |
Sold out (7)
Institutions that held Invesco DB Energy Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Prelude Capital Management, LLC | 12,000 | $280.9K |
| Private Capital Management LLC | 9,700 | $227.1K |
| Cetera Advisor Networks LLC | 8,780 | $205.5K |
| EPG Wealth Management LLC | 3,250 | $76.1K |
| Creative Planning | 1,945 | $45.5K |
| American National Bank | 780 | $18.3K |
| NewSquare Capital LLC | 212 | $4.96K |