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 Q2	$426K	Sell	16,246 -14,003	-46%	-$423K	﹤0.01%	1791
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's DBE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco DB Energy Fund (DBE) stake by 46% in Q2 2026, selling an estimated $423K and leaving 16,246 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Steward Partners Investment Advisory first reported a position in DBE in Q2 2020 and has held it in 13 quarters since. The position peaked at $891K in Q1 2026. 35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

Steward Partners Investment Advisory held 16,246 shares of Invesco DB Energy Fund worth $426K as of Q2 2026.
Steward Partners Investment Advisory sold 14,003 Invesco DB Energy Fund shares in Q2 2026, an estimated $423K.
Invesco DB Energy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1791 holding.
Steward Partners Investment Advisory first reported a position in Invesco DB Energy Fund in Q2 2020 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Invesco DB Energy Fund position peaked at $891K in Q1 2026.
35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.