Invesco DB Energy Fund(DBE)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 34 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
DBE Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Invesco DB Energy Fund (DBE), a Financials sector company. DBE is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 34 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2026), Invesco DB Energy Fund reports quarterly revenue of $416.9K, net income of $29.2M, an operating margin of 76.9%. Top institutional holders of DBE by reported 13-F value include BANK OF AMERICA /DE/, Advisory Services Network,, MANUFACTURERS LIFE INSURANCE COMPANY, THE, based on the most recent SEC filings. DBE trades on the NYSE exchange and files with the SEC under CIK 1383062. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DBE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Invesco DB Energy Fund directly from SEC EDGAR.
Revenue
Q1 2026
$416.9K
Net Income
Q1 2026
$29.2M
Free Cash Flow
Q1 2026
$-14.3M
Operating Margin
Q1 2026
76.9%
ROIC
Q1 2026
0.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
-146.4% YoYOperating Income
-44.5% YoYTotal Assets
-11.2% YoYOp. Cash Flow
-88.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2021 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Net Income | $-1.1M -146.4% | $2.4M +113.7% | $-17.9M -150.6% | $35.3M +249.0% | $-23.7M -482.7% | $6.2M |
| Operating Income | $1.7M -44.5% | $3.1M -24.4% | $4.1M +663.1% | $-725.3K -133.8% | $2.1M +2791.6% | $74.1K |
| Total Assets | $41.9M -11.2% | $47.3M -36.9% | $74.9M -31.8% | $109.8M +18.4% | $92.8M -47.9% | $178.2M |
| Operating Cash Flow | $3.5M -88.4% | $30.4M -50.7% | $61.6M +545.4% | $-13.8M -122.7% | $60.9M +174.2% | $22.2M |
AI Insight: DBE Financial Trends
DBE delivered $29M net income in Q1 2026, the highest quarterly profit in the dataset, while equity rebounded to $85M.
• Net income surged to $29M in Q1 2026 from -$2M in Q4 2025, marking the strongest quarterly performance.
• Equity recovered to $85M in Q1 2026 after declining from $74M in Q2 2024 to $41M in Q4 2025.
• Operating income remained flat at $0M-$1M across most quarters, showing minimal operational leverage.
⚠ Operating cash flow turned negative to -$14M in Q1 2026 despite strong net income, suggesting timing differences.
⚠ Net income volatility persists with swings between -$7M and $29M across recent quarters.
AI Insight: DBE Ratio Trends
ROE surged to 136.7% in Q1 2026 but ROIC deteriorated to just 1.5%, the lowest level in the data series.
• ROE jumped dramatically from -20.1% in Q4 2025 to 136.7% in Q1 2026.
• ROIC declined consistently from 5.1% in Q2-Q3 2024 to 1.5% in Q1 2026.
• ROE volatility remains extreme with swings from -54.2% to +136.7% across quarters.
⚠ ROIC at 1.5% in Q1 2026 represents the lowest level recorded, down from 5.1% peaks.
⚠ Massive ROE swings suggest underlying earnings instability typical of commodity exposure.
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Available Research
13F Pro tracks comprehensive data for Invesco DB Energy Fund including:
Top Institutional Holders of DBE
BANK OF AMERICA CORP /DE/
$6.8M230,147 shAdvisory Services Network, LLC
$3.9M132,853 shMANUFACTURERS LIFE INSURANCE COMPANY, THE
$3.7M126,713 shCetera Investment Advisers
$2.4M80,307 shAMERIPRISE FINANCIAL INC
$2.1M70,956 shENVESTNET ASSET MANAGEMENT INC
$1.5M51,362 shEquitable Holdings, Inc.
$1.2M69,378 shLeo Wealth, LLC
$920.9K31,247 shSteward Partners Investment Advisory, LLC
$891.4K30,249 shLPL Financial LLC
$704.2K23,896 sh
| Fund | Value | Shares |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.8M | 230,147 |
| Advisory Services Network, LLC | $3.9M | 132,853 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.7M | 126,713 |
| Cetera Investment Advisers | $2.4M | 80,307 |
| AMERIPRISE FINANCIAL INC | $2.1M | 70,956 |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 51,362 |
| Equitable Holdings, Inc. | $1.2M | 69,378 |
| Leo Wealth, LLC | $920.9K | 31,247 |
| Steward Partners Investment Advisory, LLC | $891.4K | 30,249 |
| LPL Financial LLC | $704.2K | 23,896 |
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Popular Research
Is DBE a good stock to buy?
13F Pro's AI-powered analysis of Invesco DB Energy Fund (DBE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DBE are available on the DBE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DBE?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DBE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Invesco DB Energy Fund's investment landscape.