Stifel Financial
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Stifel Financial’s Invesco DB Energy Fund DBE Stock Holding History

Stifel 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
2026
Q1 		$633K Buy
21,495
+233
+1% +$5.13K ﹤0.01% 2716
2025
Q4 		$371K Sell
21,262
-3,638
-15% -$67.9K ﹤0.01% 3029
2025
Q3 		$474K Buy
24,900
+371
+2% +$7.1K ﹤0.01% 2852
2025
Q2 		$457K Buy
24,529
+215
+0.9% +$3.89K ﹤0.01% 2833
2025
Q1 		$477K Buy
+24,314
New +$467K ﹤0.01% 2711
2024
Q4 		– Sell
-11,133
Closed -$207K – 3403
2024
Q3 		$207K Buy
+11,133
New +$219K ﹤0.01% 3134
2024
Q1 		– Sell
-11,765
Closed -$226K – 3353
2023
Q4 		$226K Buy
+11,765
New +$253K ﹤0.01% 3010
2023
Q2 		– Sell
-13,961
Closed -$287K – 3336
2023
Q1 		$287K Sell
13,961
-32,674
-70% -$693K ﹤0.01% 2845
2022
Q4 		$1.06M Buy
46,635
+13,873
+42% +$330K ﹤0.01% 1964
2022
Q3 		$741K Buy
32,762
+2,546
+8% +$62.9K ﹤0.01% 2169
2022
Q2 		$791K Buy
30,216
+51
+0.2% +$1.35K ﹤0.01% 2162
2022
Q1 		$696K Sell
30,165
-6,433
-18% -$133K ﹤0.01% 2368
2021
Q4 		$625K Buy
36,598
+24,835
+211% +$433K ﹤0.01% 2464
2021
Q3 		$199K Buy
11,763
+1,351
+13% +$21.1K ﹤0.01% 3136
2021
Q2 		$162K Buy
+10,412
New +$150K ﹤0.01% 3175
2018
Q4 		– Sell
-35,864
Closed -$651K – 2696
2018
Q3 		$651K Buy
+35,864
New +$602K ﹤0.01% 1955
2018
Q1 		– Sell
-11,441
Closed -$165K – 2716
2017
Q4 		$165K Buy
+11,441
New +$157K ﹤0.01% 2480
2017
Q1 		– Sell
-15,963
Closed -$222K – 2550
2016
Q4 		$222K Buy
+15,963
New +$204K ﹤0.01% 2197
2016
Q3 		– Sell
-28,352
Closed -$356K – 2409
2016
Q2 		$356K Buy
+28,352
New +$334K ﹤0.01% 1952

Other funds holding DBE

Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial's DBE Position: Q1 2026 in Review

Stifel Financial increased its Invesco DB Energy Fund (DBE) stake by 1.1% in Q1 2026, buying an estimated $5.13K and bringing the position to 21,495 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Stifel Financial first reported a position in DBE in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2022. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

  • Stifel Financial held 21,495 shares of Invesco DB Energy Fund worth $633K as of Q1 2026.
  • Stifel Financial bought 233 Invesco DB Energy Fund shares in Q1 2026, an estimated $5.13K.
  • Invesco DB Energy Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2716 holding.
  • Stifel Financial first reported a position in Invesco DB Energy Fund in Q2 2016 and has held it in 19 quarters since.
  • Stifel Financial's Invesco DB Energy Fund position peaked at $1.06M in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.