Beacon Capital Management LLC (Tennessee)’s Invesco DB Energy Fund DBE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-397	Closed	-$7.4K	–	325
2025 Q2	$7.4K	Hold	397	–	–	﹤0.01%	685
2025 Q1	$7.79K	Hold	397	–	–	﹤0.01%	676
2024 Q4	$7.37K	Buy	397 +24	+6%	+$459	﹤0.01%	651
2024 Q3	$6.93K	Hold	373	–	–	﹤0.01%	736
2024 Q2	$7.79K	Hold	373	–	–	﹤0.01%	618
2024 Q1	$7.73K	Hold	373	–	–	﹤0.01%	622
2023 Q4	$8.73K	Hold	373	–	–	﹤0.01%	554
2023 Q3	$7.38K	Hold	373	–	–	﹤0.01%	622
2023 Q2	$7.38K	Hold	373	–	–	﹤0.01%	622
2023 Q1	$7.66K	Hold	373	–	–	﹤0.01%	553
2022 Q4	$8.46K	Hold	373	–	–	﹤0.01%	538
2022 Q3	$10K	Hold	373	–	–	﹤0.01%	478
2022 Q2	$9K	Hold	373	–	–	﹤0.01%	542
2022 Q1	$9K	Buy	+373	New	+$7.7K	﹤0.01%	542

Other funds holding DBE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

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

MHS

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

LWL

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s DBE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco DB Energy Fund (DBE) in Q3 2025, closing a stake of 397 shares — an estimated $7.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DBE in Q1 2022 and held it in 14 quarters. The position peaked at $10K in Q3 2022. 38 funds tracked by Wall St. Rank hold DBE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Invesco DB Energy Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 397 Invesco DB Energy Fund shares in Q3 2025, an estimated $7.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Invesco DB Energy Fund in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Invesco DB Energy Fund position peaked at $10K in Q3 2022.
38 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.