Steward Partners Investment Advisory’s Invesco DB Energy Fund DBE Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$891K	Sell	30,249 -13,166	-30%	-$290K	﹤0.01%	1225
2025 Q4	$758K	Buy	43,415 +6,643	+18%	+$124K	﹤0.01%	1202
2025 Q3	$699K	Buy	+36,772	New	+$703K	﹤0.01%	1215
2022 Q3	–	Sell	-1,105	Closed	-$29K	–	3254
2022 Q2	$29K	Sell	1,105 -645	-37%	-$17.1K	﹤0.01%	2052
2022 Q1	$40K	Hold	1,750	–	–	﹤0.01%	2032
2021 Q4	$30K	Hold	1,750	–	–	﹤0.01%	2134
2021 Q3	$30K	Sell	1,750 -1,000	-36%	-$15.6K	﹤0.01%	2126
2021 Q2	$43K	Hold	2,750	–	–	﹤0.01%	3648
2021 Q1	$35.9K	Buy	2,750 +1,750	+175%	+$22.1K	﹤0.01%	2162
2020 Q4	$11K	Hold	1,000	–	–	﹤0.01%	2263
2020 Q3	$10K	Hold	1,000	–	–	﹤0.01%	2130
2020 Q2	$9K	Buy	+1,000	New	+$8.46K	﹤0.01%	2067

Other funds holding DBE

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Steward Partners Investment Advisory's DBE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco DB Energy Fund (DBE) stake by 30% in Q1 2026, selling an estimated $290K and leaving 30,249 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Steward Partners Investment Advisory first reported a position in DBE in Q2 2020 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

Steward Partners Investment Advisory held 30,249 shares of Invesco DB Energy Fund worth $891K as of Q1 2026.
Steward Partners Investment Advisory sold 13,166 Invesco DB Energy Fund shares in Q1 2026, an estimated $290K.
Invesco DB Energy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1225 holding.
Steward Partners Investment Advisory first reported a position in Invesco DB Energy Fund in Q2 2020 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.