LPL Financial’s Invesco DB Energy Fund DBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $704K | Sell |
23,896
-15,736
| -40% | -$347K | ﹤0.01% | 4463 |
|
|
2025
Q4 | $692K | Buy |
39,632
+88
| +0.2% | +$1.64K | ﹤0.01% | 4419 |
|
|
2025
Q3 | $752K | Sell |
39,544
-17,696
| -31% | -$339K | ﹤0.01% | 4279 |
|
|
2025
Q2 | $1.07M | Sell |
57,240
-36,892
| -39% | -$667K | ﹤0.01% | 3698 |
|
|
2025
Q1 | $1.84M | Buy |
94,132
+12,335
| +15% | +$237K | ﹤0.01% | 3018 |
|
|
2024
Q4 | $1.52M | Sell |
81,797
-34,080
| -29% | -$652K | ﹤0.01% | 3136 |
|
|
2024
Q3 | $2.15M | Buy |
115,877
+6,896
| +6% | +$135K | ﹤0.01% | 2656 |
|
|
2024
Q2 | $2.27M | Sell |
108,981
-4,610
| -4% | -$95.1K | ﹤0.01% | 2495 |
|
|
2024
Q1 | $2.35M | Sell |
113,591
-3,290
| -3% | -$65.7K | ﹤0.01% | 2408 |
|
|
2023
Q4 | $2.24M | Buy |
116,881
+16,399
| +16% | +$353K | ﹤0.01% | 2323 |
|
|
2023
Q3 | $2.35M | Buy |
100,482
+14,080
| +16% | +$315K | ﹤0.01% | 2168 |
|
|
2023
Q2 | $1.71M | Buy |
86,402
+5,929
| +7% | +$118K | ﹤0.01% | 2384 |
|
|
2023
Q1 | $1.65M | Sell |
80,473
-852
| -1% | -$18.1K | ﹤0.01% | 2304 |
|
|
2022
Q4 | $1.84M | Buy |
81,325
+17,849
| +28% | +$425K | ﹤0.01% | 2132 |
|
|
2022
Q3 | $1.44M | Sell |
63,476
-5,919
| -9% | -$146K | ﹤0.01% | 2239 |
|
|
2022
Q2 | $1.82M | Buy |
69,395
+20,127
| +41% | +$534K | ﹤0.01% | 2097 |
|
|
2022
Q1 | $1.14M | Sell |
49,268
-6,637
| -12% | -$137K | ﹤0.01% | 2500 |
|
|
2021
Q4 | $955K | Buy |
55,905
+44,543
| +392% | +$777K | ﹤0.01% | 2696 |
|
|
2021
Q3 | $192K | Sell |
11,362
-14,705
| -56% | -$230K | ﹤0.01% | 3999 |
|
|
2021
Q2 | $406K | Buy |
26,067
+4,199
| +19% | +$60.7K | ﹤0.01% | 3334 |
|
|
2021
Q1 | $286K | Buy |
+21,868
| New | +$276K | ﹤0.01% | 3501 |
|
|
2020
Q1 | – | Sell |
-11,286
| Closed | -$165K | – | 3258 |
|
|
2019
Q4 | $165K | Sell |
11,286
-1,590
| -12% | -$22.4K | ﹤0.01% | 3151 |
|
|
2019
Q3 | $172K | Sell |
12,876
-62,310
| -83% | -$856K | ﹤0.01% | 3054 |
|
|
2019
Q2 | $1.06M | Sell |
75,186
-15,567
| -17% | -$228K | ﹤0.01% | 1680 |
|
|
2019
Q1 | $1.33M | Sell |
90,753
-34,010
| -27% | -$481K | ﹤0.01% | 1451 |
|
|
2018
Q4 | $1.55M | Sell |
124,763
-1,189
| -0.9% | -$18.3K | ﹤0.01% | 1221 |
|
|
2018
Q3 | $2.28M | Buy |
125,952
+106,319
| +542% | +$1.79M | 0.01% | 1096 |
|
|
2018
Q2 | $335K | Buy |
19,633
+699
| +4% | +$11.4K | ﹤0.01% | 2551 |
|
|
2018
Q1 | $289K | Buy |
18,934
+3,483
| +23% | +$51.5K | ﹤0.01% | 2643 |
|
|
2017
Q4 | $225K | Sell |
15,451
-1,490
| -9% | -$20.5K | ﹤0.01% | 2722 |
|
|
2017
Q3 | $217K | Sell |
16,941
-566
| -3% | -$6.85K | ﹤0.01% | 2607 |
|
|
2017
Q2 | $203K | Sell |
17,507
-110,536
| -86% | -$1.33M | ﹤0.01% | 2575 |
|
|
2017
Q1 | $1.6M | Buy |
+128,043
| New | +$1.65M | 0.01% | 957 |
|
Other funds holding DBE
ASN
MHS
EH
LWL
SPIA
LPL Financial's DBE Position: Q1 2026 in Review
LPL Financial reduced its Invesco DB Energy Fund (DBE) stake by 40% in Q1 2026, selling an estimated $347K and leaving 23,896 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #4463.
LPL Financial first reported a position in DBE in Q1 2017 and has held it in 33 quarters since. The position peaked at $2.35M in Q1 2024. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.
- LPL Financial held 23,896 shares of Invesco DB Energy Fund worth $704K as of Q1 2026.
- LPL Financial sold 15,736 Invesco DB Energy Fund shares in Q1 2026, an estimated $347K.
- Invesco DB Energy Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4463 holding.
- LPL Financial first reported a position in Invesco DB Energy Fund in Q1 2017 and has held it in 33 quarters since.
- LPL Financial's Invesco DB Energy Fund position peaked at $2.35M in Q1 2024.
- 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.