INVESCO ENERGY EXPLORATION (PXE) Top Institutional Shareholders
INVESCO ENERGY EXPLORATION (PXE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $38.65M in PXE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PXE tracked by InsiderSet, reporting ownership valued at approximately $5.86M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.09M, representing an estimated loss of -13.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PXE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Cetera Investment Advisers, Foundations Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO ENERGY EXPLORATION (PXE).
This page ranks the largest institutional PXE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$38.65M
Largest Holder
Morgan Stanley
Largest Position
$5.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 149,368 | $5,855,254 | $5,091,955 | -$763,299 | -13.04% | |
| Cetera Investment Advisers | 0.00% | 119,825 | $4,697,130 | $4,084,834 | -$612,296 | -13.04% | |
| Foundations Investment Advisors, Llc | 0.05% | 100,806 | $3,951,609 | $3,436,477 | -$515,132 | -13.04% | |
| Hightower Advisors, Llc | 0.00% | 80,298 | $3,147,682 | $2,737,359 | -$410,323 | -13.04% | |
| Lpl Financial Llc | 0.00% | 59,551 | $2,334,404 | $2,030,094 | -$304,310 | -13.04% | |
| Mraz, Amerine & Associates, Inc. | 0.33% | 57,035 | $2,235,760 | $1,944,323 | -$291,437 | -13.04% | |
| Bank Of America Corp | 0.00% | 51,229 | $2,008,182 | $1,746,397 | -$261,785 | -13.04% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $1,960,000 | $1,704,500 | -$255,500 | -13.04% | |
| Independent Financial Group, Llc | 0.02% | 105,201 | $1,956,708 | $3,586,302 | +$1,629,594 | +83.28% | |
| Nilsine Partners, Llc | 0.12% | 40,498 | $1,487,492 | $1,380,577 | -$106,915 | -7.19% | |
| Amundi | 0.00% | 34,204 | $1,340,797 | $1,166,014 | -$174,783 | -13.04% | |
| Essex Financial Services, Inc. | 0.06% | 28,447 | $1,115,119 | $969,758 | -$145,361 | -13.04% | |
| Susquehanna International Group, Llp | 0.00% | 22,021 | $863,223 | $750,696 | -$112,527 | -13.04% | |
| Iht Wealth Management, Llc | 0.02% | 19,529 | $765,534 | $665,744 | -$99,790 | -13.04% | |
| Raymond James Financial Inc | 0.00% | 16,623 | $651,613 | $566,678 | -$84,935 | -13.03% | |
| Ubs Group Ag | 0.00% | 16,359 | $641,273 | $557,678 | -$83,595 | -13.04% | |
| Pcg Wealth Advisors, Llc | 0.12% | 11,930 | $467,656 | $406,694 | -$60,962 | -13.04% | |
| Osaic Holdings, Inc. | 0.00% | 11,063 | $433,668 | $377,138 | -$56,530 | -13.04% | |
| Equitable Holdings, Inc. | 0.00% | 12,946 | $361,841 | $441,329 | +$79,488 | +21.97% | |
| Mariner, Llc | 0.00% | 7,458 | $292,354 | $254,243 | -$38,111 | -13.04% | |
| Envestnet Asset Management Inc | 0.00% | 7,159 | $280,637 | $244,050 | -$36,587 | -13.04% | |
| Stonex Group Inc. | 0.02% | 7,135 | $279,692 | $243,232 | -$36,460 | -13.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,961 | $272,860 | $237,300 | -$35,560 | -13.03% | |
| Private Advisor Group, Llc | 0.00% | 5,949 | $233,203 | $202,801 | -$30,402 | -13.04% | |
| Sunbelt Securities, Inc. | 0.01% | 4,631 | $181,544 | $157,871 | -$23,673 | -13.04% | |
| Atlantic Union Bankshares Corp | 0.00% | 3,790 | $148,563 | $129,201 | -$19,362 | -13.03% | |
| Vision Retirement, Llc | 0.02% | 4,100 | $137,658 | $139,769 | +$2,111 | +1.53% | |
| Bank Of Montreal | 0.00% | 3,150 | $123,480 | $107,384 | -$16,096 | -13.04% | |
| Mai Capital Management | 0.00% | 1,689 | $66,209 | $57,578 | -$8,631 | -13.04% | |
| Western Wealth Management, Llc | 0.00% | 1,266 | $49,627 | $43,158 | -$6,469 | -13.04% | |
| Copia Wealth Management | 0.03% | 1,131 | $44,335 | $38,556 | -$5,779 | -13.04% | |
| Royal Bank Of Canada | 0.00% | 1,129 | $44,000 | $38,488 | -$5,512 | -12.53% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 726 | $24,376 | $24,749 | +$373 | +1.53% | |
| Capital Investment Advisory Services, Llc | 0.00% | 542 | $21,233 | $18,477 | -$2,756 | -12.98% | |
| Harbour Investments, Inc. | 0.00% | 500 | $19,600 | $17,045 | -$2,555 | -13.04% | |
| Signaturefd, Llc | 0.00% | 500 | $19,600 | $17,045 | -$2,555 | -13.04% | |
| Fmr Llc | 0.00% | 457 | $17,902 | $15,579 | -$2,323 | -12.98% | |
| Highmark Wealth Management Llc | 0.01% | 400 | $15,680 | $13,636 | -$2,044 | -13.04% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 393 | $15,406 | $13,397 | -$2,009 | -13.04% | |
| Farther Finance Advisors, Llc | 0.00% | 406 | $15,369 | $13,841 | -$1,528 | -9.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 357 | $13,994 | $12,170 | -$1,824 | -13.03% | |
| Rockefeller Capital Management L.P. | 0.00% | 339 | $13,321 | $11,557 | -$1,764 | -13.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 281 | $11,015 | $9,579 | -$1,436 | -13.03% | |
| Aptus Capital Advisors, Llc | 0.00% | 177 | $6,938 | $6,034 | -$904 | -13.03% | |
| Guardian Wealth Advisors, Llc / Nc | 0.00% | 177 | $6,938 | $6,034 | -$904 | -13.03% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 141 | $5,527 | $4,807 | -$720 | -13.03% | |
| Team Financial Group, Llc | 0.00% | 138 | $5,401 | $4,704 | -$697 | -12.90% | |
| Sound Income Strategies, Llc | 0.00% | 80 | $3,028 | $2,727 | -$301 | -9.93% | |
| Cwm, Llc | 0.00% | 57 | $2,234 | $1,943 | -$291 | -13.02% | |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | 30,000 | $1,176 | $1,022,700 | +$1,021,524 | +86864.29% |
Frequently asked questions about PXE
Who owns the most PXE stock?
The largest holders of PXE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO ENERGY EXPLORATION (PXE).
Is PXE widely held by superinvestors?
Many widely followed stocks like PXE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PXE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.