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

Rockefeller 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 Q2	$11.6K	Buy	341 +2	+0.6%	+$73	﹤0.01%	3956
2026 Q1	$13.3K	Buy	339 +1	+0.3%	+$33	﹤0.01%	3866
2025 Q4	$9.47K	Buy	338 +2	+0.6%	+$58	﹤0.01%	3825
2025 Q3	$9.9K	Buy	+336	New	+$9.69K	﹤0.01%	3649
2023 Q1	–	Sell	-312	Closed	-$9K	–	3444
2022 Q4	$9K	Buy	312 +4	+1%	+$127	﹤0.01%	3140
2022 Q3	$8K	Sell	308 -497	-62%	-$14.1K	﹤0.01%	3191
2022 Q2	$20K	Buy	805 +502	+166%	+$15K	﹤0.01%	2752
2022 Q1	$8K	Buy	303 +1	+0.3%	+$24	﹤0.01%	3171
2021 Q4	$5K	Buy	+302	New	+$6.1K	﹤0.01%	3286

Other funds holding PXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rockefeller Capital Management's PXE Position: Q2 2026 in Review

Rockefeller Capital Management increased its Invesco Energy Exploration & Production ETF (PXE) stake by 0.59% in Q2 2026, buying an estimated $73 and bringing the position to 341 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Rockefeller Capital Management first reported a position in PXE in Q4 2021 and has held it in 9 quarters since. The position peaked at $20K in Q2 2022. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Rockefeller Capital Management held 341 shares of Invesco Energy Exploration & Production ETF worth $11.6K as of Q2 2026.
Rockefeller Capital Management bought 2 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $73.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3956 holding.
Rockefeller Capital Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's Invesco Energy Exploration & Production ETF position peaked at $20K in Q2 2022.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.