AE Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

AE Wealth Management’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5K	Buy	356 +351	+7,020%	+$7.74K	﹤0.01%	2271
2025 Q4	$87	Hold	5	–	–	﹤0.01%	2436
2025 Q3	$95	Buy	+5	New	+$96	﹤0.01%	2265
2022 Q2	–	Sell	-17,032	Closed	-$393K	–	1739
2022 Q1	$393K	Buy	+17,032	New	+$352K	﹤0.01%	1307
2021 Q4	–	Sell	-22,797	Closed	-$386K	–	1713
2021 Q3	$386K	Sell	22,797 -1,724	-7%	-$26.9K	﹤0.01%	1276
2021 Q2	$382K	Buy	+24,521	New	+$354K	﹤0.01%	1240
2018 Q4	–	Sell	-81,507	Closed	-$1.48M	–	504
2018 Q3	$1.48M	Buy	81,507 +12,734	+19%	+$214K	0.08%	167
2018 Q2	$1.18M	Sell	68,773 -3,560	-5%	-$57.9K	0.08%	145
2018 Q1	$1.1M	Sell	72,333 -4,119	-5%	-$60.9K	0.09%	145
2017 Q4	$1.11M	Buy	76,452 +906	+1%	+$12.4K	0.1%	146
2017 Q3	$969K	Buy	+75,546	New	+$915K	0.09%	153

Other funds holding DBE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AE Wealth Management's DBE Position: Q1 2026 in Review

AE Wealth Management increased its Invesco DB Energy Fund (DBE) stake by 7,020% in Q1 2026, buying an estimated $7.74K and bringing the position to 356 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

AE Wealth Management first reported a position in DBE in Q3 2017 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2018. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

AE Wealth Management held 356 shares of Invesco DB Energy Fund worth $10.5K as of Q1 2026.
AE Wealth Management bought 351 Invesco DB Energy Fund shares in Q1 2026, an estimated $7.74K.
Invesco DB Energy Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2271 holding.
AE Wealth Management first reported a position in Invesco DB Energy Fund in Q3 2017 and has held it in 11 quarters since.
AE Wealth Management's Invesco DB Energy Fund position peaked at $1.48M in Q3 2018.
33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.