Raymond James Financial
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Raymond James Financial’s Invesco DB Energy Fund DBE Stock Holding History

Raymond James Financial’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
-29,691
Closed -$553K – 5400
2025
Q2 		$553K Sell
29,691
-32,754
-52% -$593K ﹤0.01% 3954
2025
Q1 		$1.22M Sell
62,445
-21,834
-26% -$419K ﹤0.01% 3340
2024
Q4 		$1.56M Buy
+84,279
New +$1.61M ﹤0.01% 3144

Other funds holding DBE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial's DBE Position: Q3 2025 in Review

Raymond James Financial sold out of Invesco DB Energy Fund (DBE) in Q3 2025, closing a stake of 29,691 shares — an estimated $553K sold.

Raymond James Financial first reported a position in DBE in Q4 2024 and held it in 3 quarters. The position peaked at $1.56M in Q4 2024. 38 funds tracked by Wall St. Rank hold DBE as of Q3 2025.

  • Raymond James Financial reported no remaining Invesco DB Energy Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 29,691 Invesco DB Energy Fund shares in Q3 2025, an estimated $553K.
  • Raymond James Financial first reported a position in Invesco DB Energy Fund in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Invesco DB Energy Fund position peaked at $1.56M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.