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Blue Trust Inc’s Invesco DB Energy Fund DBE Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-40
Closed -$761 – 2571
2025
Q3 		$761 Buy
+40
New +$765 ﹤0.01% 2369

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MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Blue Trust Inc's DBE Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco DB Energy Fund (DBE) in Q4 2025, closing a stake of 40 shares — an estimated $761 sold.

Blue Trust Inc first reported a position in DBE in Q3 2025 and held it in 1 quarter. The position peaked at $761 in Q3 2025. 32 funds tracked by Wall St. Rank hold DBE as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco DB Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 40 Invesco DB Energy Fund shares in Q4 2025, an estimated $761.
  • Blue Trust Inc first reported a position in Invesco DB Energy Fund in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Invesco DB Energy Fund position peaked at $761 in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.