Morgan Stanley
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Morgan Stanley’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Morgan Stanley’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 		$5.86M Sell
149,368
-101,937
-41% -$3.33M ﹤0.01% 4025
2025
Q4 		$7.02M Buy
251,305
+1,238
+0.5% +$35.7K ﹤0.01% 3921
2025
Q3 		$7.35M Buy
250,067
+138,589
+124% +$4M ﹤0.01% 3825
2025
Q2 		$3.12M Buy
111,478
+12,420
+13% +$332K ﹤0.01% 4421
2025
Q1 		$2.9M Sell
99,058
-56,286
-36% -$1.68M ﹤0.01% 4348
2024
Q4 		$4.6M Buy
155,344
+75,069
+94% +$2.29M ﹤0.01% 4070
2024
Q3 		$2.38M Buy
80,275
+658
+0.8% +$20.8K ﹤0.01% 4524
2024
Q2 		$2.63M Sell
79,617
-452
-0.6% -$15.6K ﹤0.01% 4376
2024
Q1 		$2.87M Sell
80,069
-95,649
-54% -$3.03M ﹤0.01% 4346
2023
Q4 		$5.43M Buy
175,718
+61,656
+54% +$1.94M ﹤0.01% 4327
2023
Q3 		$3.71M Sell
114,062
-9,942
-8% -$310K ﹤0.01% 3952
2023
Q2 		$3.45M Sell
124,004
-28,620
-19% -$757K ﹤0.01% 4043
2023
Q1 		$4.12M Sell
152,624
-294,523
-66% -$8.41M ﹤0.01% 3940
2022
Q4 		$13.2M Buy
447,147
+118,908
+36% +$3.78M ﹤0.01% 2782
2022
Q3 		$9.04M Sell
328,239
-21,456
-6% -$607K ﹤0.01% 3089
2022
Q2 		$8.98M Buy
349,695
+56,765
+19% +$1.7M ﹤0.01% 3172
2022
Q1 		$8.13M Sell
292,930
-61,108
-17% -$1.47M ﹤0.01% 3152
2021
Q4 		$6.83M Sell
354,038
-25,152
-7% -$508K ﹤0.01% 3388
2021
Q3 		$7.16M Sell
379,190
-69,787
-16% -$1.16M ﹤0.01% 3307
2021
Q2 		$8.27M Buy
448,977
+113,459
+34% +$1.86M ﹤0.01% 3212
2021
Q1 		$4.96M Buy
335,518
+241,492
+257% +$3.25M ﹤0.01% 3416
2020
Q4 		$953K Sell
94,026
-36,261
-28% -$324K ﹤0.01% 4696
2020
Q3 		$981K Buy
130,287
+24,071
+23% +$218K ﹤0.01% 4223
2020
Q2 		$1.01M Sell
106,216
-87
-0.1% -$808 ﹤0.01% 4165
2020
Q1 		$637K Buy
106,303
+46,204
+77% +$535K ﹤0.01% 4242
2019
Q4 		$1.01M Sell
60,099
-5,176
-8% -$78.6K ﹤0.01% 4523
2019
Q3 		$989K Buy
65,275
+27,286
+72% +$423K ﹤0.01% 4305
2019
Q2 		$657K Sell
37,989
-24,631
-39% -$451K ﹤0.01% 4456
2019
Q1 		$1.21M Sell
62,620
-9,044
-13% -$173K ﹤0.01% 3982
2018
Q4 		$1.25M Sell
71,664
-196,090
-73% -$4.36M ﹤0.01% 4120
2018
Q3 		$7.35M Buy
267,754
+57,558
+27% +$1.53M ﹤0.01% 2748
2018
Q2 		$5.7M Buy
210,196
+189,478
+915% +$4.73M ﹤0.01% 3004
2018
Q1 		$439K Buy
20,718
+3,841
+23% +$83.5K ﹤0.01% 5081
2017
Q4 		$386K Sell
16,877
-8,319
-33% -$178K ﹤0.01% 5110
2017
Q3 		$521K Sell
25,196
-1,048
-4% -$19.9K ﹤0.01% 4864
2017
Q2 		$500K Sell
26,244
-20,064
-43% -$400K ﹤0.01% 4791
2017
Q1 		$983K Sell
46,308
-989
-2% -$21.6K ﹤0.01% 4391
2016
Q4 		$1.09M Sell
47,297
-42,883
-48% -$950K ﹤0.01% 4400
2016
Q3 		$1.94M Buy
90,180
+23,746
+36% +$487K ﹤0.01% 3524
2016
Q2 		$1.34M Sell
66,434
-8,671
-12% -$184K ﹤0.01% 3743
2016
Q1 		$1.5M Sell
75,105
-230,746
-75% -$4.34M ﹤0.01% 3586
2015
Q4 		$6.7M Buy
305,851
+228,623
+296% +$5.76M ﹤0.01% 2373
2015
Q3 		$1.77M Sell
77,228
-21,044
-21% -$540K ﹤0.01% 3628
2015
Q2 		$2.85M Sell
98,272
-18,879
-16% -$575K ﹤0.01% 3297
2015
Q1 		$3.47M Buy
117,151
+78,355
+202% +$2.23M ﹤0.01% 3089
2014
Q4 		$1.08M Sell
38,796
-54,330
-58% -$1.61M ﹤0.01% 4098
2014
Q3 		$3.11M Sell
93,126
-69,321
-43% -$2.53M ﹤0.01% 3073
2014
Q2 		$6.29M Sell
162,447
-98,476
-38% -$3.67M ﹤0.01% 2459
2014
Q1 		$9.18M Sell
260,923
-556
-0.2% -$18.7K ﹤0.01% 2023
2013
Q4 		$9.01M Sell
261,479
-372,654
-59% -$12.3M ﹤0.01% 2040
2013
Q3 		$19.4M Buy
634,133
+326,320
+106% +$9.94M 0.01% 1248
2013
Q2 		$9.07M Buy
+307,813
New +$9.46M ﹤0.01% 1782

Other funds holding PXE

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley's PXE Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 41% in Q1 2026, selling an estimated $3.33M and leaving 149,368 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #4025.

Morgan Stanley first reported a position in PXE in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.4M in Q3 2013. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Morgan Stanley held 149,368 shares of Invesco Energy Exploration & Production ETF worth $5.86M as of Q1 2026.
  • Morgan Stanley sold 101,937 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $3.33M.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4025 holding.
  • Morgan Stanley first reported a position in Invesco Energy Exploration & Production ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco Energy Exploration & Production ETF position peaked at $19.4M in Q3 2013.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.