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 Q2	–	Sell	-356	Closed	-$10.5K	–	2701
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's DBE Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q2 2026, closing a stake of 356 shares — an estimated $10.5K sold.

AE Wealth Management first reported a position in DBE in Q3 2017 and held it in 11 quarters. The position peaked at $1.48M in Q3 2018. 35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

AE Wealth Management reported no remaining Invesco DB Energy Fund position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 356 Invesco DB Energy Fund shares in Q2 2026, an estimated $10.5K.
AE Wealth Management first reported a position in Invesco DB Energy Fund in Q3 2017 and held it in 11 quarters.
AE Wealth Management's Invesco DB Energy Fund position peaked at $1.48M in Q3 2018.
35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.