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MAI Capital Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

MAI Capital Management’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.2K Buy
1,689
+119
+8% +$3.89K ﹤0.01% 2063
2025
Q4 		$43.9K Hold
1,570
– – ﹤0.01% 2091
2025
Q3 		$46.1K Hold
1,570
– – ﹤0.01% 1975
2025
Q2 		$43.9K Hold
1,570
– – ﹤0.01% 1934
2025
Q1 		$46K Hold
1,570
– – ﹤0.01% 1792
2024
Q4 		$46.5K Buy
+1,570
New +$47.8K ﹤0.01% 1808

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

MAI Capital Management's PXE Position: Q1 2026 in Review

MAI Capital Management increased its Invesco Energy Exploration & Production ETF (PXE) stake by 7.6% in Q1 2026, buying an estimated $3.89K and bringing the position to 1,689 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

MAI Capital Management first reported a position in PXE in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • MAI Capital Management held 1,689 shares of Invesco Energy Exploration & Production ETF worth $66.2K as of Q1 2026.
  • MAI Capital Management bought 119 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $3.89K.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2063 holding.
  • MAI Capital Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.