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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Rockefeller Capital Management increased its Invesco Energy Exploration & Production ETF (PXE) stake by 0.3% in Q1 2026, buying an estimated $33 and bringing the position to 339 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Rockefeller Capital Management first reported a position in PXE in Q4 2021 and has held it in 8 quarters since. The position peaked at $20K in Q2 2022. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

Rockefeller Capital Management held 339 shares of Invesco Energy Exploration & Production ETF worth $13.3K as of Q1 2026.
Rockefeller Capital Management bought 1 Invesco Energy Exploration & Production ETF share in Q1 2026, an estimated $33.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3866 holding.
Rockefeller Capital Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's Invesco Energy Exploration & Production ETF position peaked at $20K in Q2 2022.
53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.