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.
13F holders, Q1 2025
Institutional positions in Invesco DB Energy Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +1 vs. Q4 2024
- Shares held
- 885.9K
- +154.1K (+21.1%) vs. Q4 2024
- Total value
- $17.4M
- +$3.77M (+27.6%) vs. Q4 2024
- New holders
- 6
- 9 more added
- Sold out
- 5
- 11 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DBE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 37 | $35.3M |
| Q1 2026 | 34 | $29.5M |
| Q4 2025 | 33 | $13.2M |
| Q3 2025 | 39 | $17.9M |
| Q2 2025 | 33 | $20.5M |
| Q1 2025 | 35 | $17.4M |
| Q4 2024 | 35 | $13.7M |
| Q3 2024 | 38 | $16.2M |
| Q2 2024 | 43 | $34.0M |
| Q1 2024 | 44 | $50.7M |
| Q4 2023 | 48 | $39.4M |
| Q3 2023 | 42 | $46.5M |
| Q2 2023 | 43 | $37.9M |
| Q1 2023 | 44 | $50.1M |
| Q4 2022 | 60 | $93.9M |
| Q3 2022 | 68 | $117.5M |
| Q2 2022 | 74 | $158.9M |
| Q1 2022 | 62 | $122.4M |
| Q4 2021 | 43 | $55.3M |
| Q3 2021 | 44 | $60.7M |
| Q2 2021 | 39 | $60.0M |
| Q1 2021 | 33 | $41.2M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco DB Energy Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 167,498 | $3.28M | 0.06% | +167,498 | New |
| LPL Financial LLC | 94,132 | $1.84M | 0.00% | +12,335+15.1% | Added |
| Ameriprise Financial Inc | 67,801 | $1.33M | 0.00% | −2,257−3.2% | Reduced |
| Raymond James Financial Inc | 62,445 | $1.22M | 0.00% | −21,834−25.9% | Reduced |
| Equitable Holdings, Inc. | 58,374 | $1.14M | 0.01% | +6,550+12.6% | Added |
| Bank of America Corp | 54,188 | $1.06M | 0.00% | +3,166+6.2% | Added |
| Leo Wealth, LLC | 53,788 | $1.05M | 0.15% | +20,538+61.8% | Added |
| Envestnet Asset Management Inc | 53,075 | $1.04M | 0.00% | −972−1.8% | Reduced |
| Wells Fargo & Company | 49,626 | $972.7K | 0.00% | −4,085−7.6% | Reduced |
| Manufacturers Life Insurance Company, The | 27,184 | $532.8K | 0.00% | +15,750+137.7% | Added |
| Stifel Financial Corp | 24,314 | $476.6K | 0.00% | +24,314 | New |
| Cetera Investment Advisers | 22,600 | $443.0K | 0.00% | +4,641+25.8% | Added |
| Avantax Advisory Services, Inc. | 21,268 | $416.9K | 0.00% | −487−2.2% | Reduced |
| Partners Wealth Management, LLC | 20,085 | $393.7K | 0.45% | +1,392+7.4% | Added |
| Jane Street Group, LLC | 16,775 | $328.8K | 0.00% | −74,530−81.6% | Reduced |
| American State Bank (Iowa) | 15,800 | $309.7K | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,793 | $270.3K | 0.01% | +13,793 | New |
| Blueprint Investment Partners LLC | 11,937 | $234.0K | 0.04% | +11,937 | New |
| Picton Mahoney Asset Management | 11,330 | $222.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,004 | $196.1K | 0.00% | +3,545+54.9% | Added |
| CWM, LLC | 6,969 | $137.0K | 0.00% | −33−0.5% | Reduced |
| WestEnd Advisors, LLC | 5,622 | $110.2K | 0.00% | +5,622 | New |
| Morgan Stanley | 5,114 | $100.2K | 0.00% | −59−1.1% | Reduced |
| Huntington National Bank | – | $83.3K | 0.00% | – | – |
| Royal Bank of Canada | 4,040 | $79.0K | 0.00% | +702+21.0% | Added |
| Knights of Columbus Asset Advisors LLC | 3,014 | $59.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,929 | $57.4K | 0.00% | −97−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,040 | $20.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 397 | $7.79K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 300 | $5.88K | 0.00% | +300 | New |
| Qube Research & Technologies Ltd | 146 | $2.86K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 125 | $2.45K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 112 | $2.19K | 0.00% | −1−0.9% | Reduced |
| GWM Advisors LLC | 100 | $1.96K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $98 | 0.00% | −349−98.6% | Reduced |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −31,509−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |