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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $98 | 0.00% | −349−98.6% | Reduced |
| GWM Advisors LLC | 100 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 112 | $2.19K | 0.00% | −1−0.9% | Reduced |
| National Bank of Canada | 125 | $2.45K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 146 | $2.86K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 300 | $5.88K | 0.00% | +300 | New |
| Beacon Capital Management, LLC | 397 | $7.79K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,040 | $20.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,929 | $57.4K | 0.00% | −97−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,014 | $59.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,040 | $79.0K | 0.00% | +702+21.0% | Added |
| Huntington National Bank | – | $83.3K | 0.00% | – | – |
| Morgan Stanley | 5,114 | $100.2K | 0.00% | −59−1.1% | Reduced |
| WestEnd Advisors, LLC | 5,622 | $110.2K | 0.00% | +5,622 | New |
| CWM, LLC | 6,969 | $137.0K | 0.00% | −33−0.5% | Reduced |
| UBS Group AG | 10,004 | $196.1K | 0.00% | +3,545+54.9% | Added |
| Picton Mahoney Asset Management | 11,330 | $222.0K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 11,937 | $234.0K | 0.04% | +11,937 | New |
| We Are One Seven, LLC | 13,793 | $270.3K | 0.01% | +13,793 | New |
| American State Bank (Iowa) | 15,800 | $309.7K | 0.19% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,775 | $328.8K | 0.00% | −74,530−81.6% | Reduced |
| Partners Wealth Management, LLC | 20,085 | $393.7K | 0.45% | +1,392+7.4% | Added |
| Avantax Advisory Services, Inc. | 21,268 | $416.9K | 0.00% | −487−2.2% | Reduced |
| Cetera Investment Advisers | 22,600 | $443.0K | 0.00% | +4,641+25.8% | Added |
| Stifel Financial Corp | 24,314 | $476.6K | 0.00% | +24,314 | New |
| Manufacturers Life Insurance Company, The | 27,184 | $532.8K | 0.00% | +15,750+137.7% | Added |
| Wells Fargo & Company | 49,626 | $972.7K | 0.00% | −4,085−7.6% | Reduced |
| Envestnet Asset Management Inc | 53,075 | $1.04M | 0.00% | −972−1.8% | Reduced |
| Leo Wealth, LLC | 53,788 | $1.05M | 0.15% | +20,538+61.8% | Added |
| Bank of America Corp | 54,188 | $1.06M | 0.00% | +3,166+6.2% | Added |
| Equitable Holdings, Inc. | 58,374 | $1.14M | 0.01% | +6,550+12.6% | Added |
| Raymond James Financial Inc | 62,445 | $1.22M | 0.00% | −21,834−25.9% | Reduced |
| Ameriprise Financial Inc | 67,801 | $1.33M | 0.00% | −2,257−3.2% | Reduced |
| LPL Financial LLC | 94,132 | $1.84M | 0.00% | +12,335+15.1% | Added |
| Advisory Services Network, LLC | 167,498 | $3.28M | 0.06% | +167,498 | New |
| 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 |