Who owns Fidelity msci energy idx?
- Ticker: FENY
- CUSIP Number: 316092402
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity msci energy idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity msci energy idx stock
Who bought or sold Fidelity msci energy idx this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| FMR | 5.6M | $133M | 0% | Dec 2024 |
|
| Lido Advisors | 1.7M | $40M | 3% | Dec 2024 |
|
| Commonwealth Equity Services | 1.5M | $37M | 15% | Dec 2024 |
|
| HighTower Advisors | 1.0M | $24M | 14% | Dec 2024 |
|
| Agf Management | 819k | $20M | 17% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 741k | $18M | -1% | Dec 2024 |
|
| LPL Financial | 714k | $17M | 113% | Dec 2024 |
|
| Yarbrough Capital | 712k | $18M | 0% | Mar 2025 |
|
| Wells Fargo & Company | 667k | $16M | 9% | Dec 2024 |
|
| Envestnet Asset Management | 335k | $8.0M | -68% | Dec 2024 |
|
| UBS Group | 290k | $6.9M | -2% | Dec 2024 |
|
| Cutler Capital Management | 264k | $6.3M | 1% | Dec 2024 |
|
| Goss Wealth Management | 248k | $5.9M | -3% | Dec 2024 |
|
| Morgan Stanley | 236k | $5.6M | 9% | Dec 2024 |
|
| Bank of America Corporation | 228k | $5.4M | 28% | Dec 2024 |
|
| Financial Partners Group | 223k | $5.3M | -8% | Dec 2024 |
|
| Kestra Advisory Services | 222k | $5.3M | -64% | Dec 2024 |
|
| Advisory Services Network | 221k | $5.3M | 55% | Dec 2024 |
|
| Traynor Capital Management | 187k | $4.5M | -9% | Dec 2024 |
|
| KCM Investment Advisors | 185k | $4.4M | -7% | Dec 2024 |
|
| Eley Financial Management | 175k | $4.2M | 4% | Dec 2024 |
|
| Advisor Group Holdings | 171k | $4.1M | -19% | Dec 2024 |
|
| Wealth Quarterback | 168k | $4.0M | -3% | Dec 2024 |
|
| Kovitz Investment Group Partners | 152k | $3.6M | -3% | Dec 2024 |
|
| Ameriprise Financial | 141k | $3.4M | 8% | Dec 2024 |
|
| Cetera Investment Advisers | 137k | $3.3M | -51% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 132k | $3.1M | 4% | Dec 2024 |
|
| Stifel Financial | 128k | $3.0M | -2% | Dec 2024 |
|
| Miracle Mile Advisors | 127k | $3.3M | 8% | Mar 2025 |
|
| Mariner Wealth Advisors | 119k | $2.8M | -12% | Dec 2024 |
|
| Trail Ridge Investment Advisors | 117k | $2.8M | 1% | Dec 2024 |
|
| Jacobi Capital Management | 111k | $2.7M | -1% | Dec 2024 |
|
| Sunbelt Securities | 107k | $2.5M | 19% | Dec 2024 |
|
| Yoder Wealth Management | 102k | $2.4M | 6% | Dec 2024 |
|
| Bnp Paribas Arbitrage, Snc | 101k | $2.4M | 100% | Dec 2024 |
|
| Maltin Wealth Management | 99k | $2.5M | 13% | Mar 2025 |
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| Centric Wealth Management | 95k | $2.3M | 100% | Dec 2024 |
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| Quadrature Capital | 81k | $1.9M | 100% | Dec 2024 |
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| Heck Capital Advisors | 77k | $1.8M | 100% | Dec 2024 |
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| Eqis Capital Management | 72k | $1.7M | -1% | Dec 2024 |
|
| Kestra Private Wealth Services | 68k | $1.6M | -58% | Dec 2024 |
|
| Jpmorgan Chase & Co | 68k | $1.6M | 10% | Dec 2024 |
|
| Citadel Advisors | 65k | $1.5M | -39% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 63k | $1.6M | -4% | Mar 2025 |
|
| H D Vest Advisory Services | 55k | $1.3M | -19% | Dec 2024 |
|
| Financial Perspectives | 55k | $1.3M | 0% | Dec 2024 |
|
| Tower Research Capital | 54k | $1.3M | 148% | Dec 2024 |
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| Royal Bank of Canada | 54k | $1.3M | -7% | Dec 2024 |
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| Renaissance Technologies | 54k | $1.3M | 63% | Dec 2024 |
|
| LYNCH & Associates | 52k | $1.3M | 1% | Dec 2024 |
|
| Private Advisor | 52k | $1.2M | -76% | Dec 2024 |
|
| Stratos Wealth Advisors | 52k | $1.2M | -1% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 51k | $1.2M | 4% | Dec 2024 |
|
| Susquehanna International | 50k | $1.2M | 245% | Dec 2024 |
|
| Smith, Salley & Associates | 48k | $1.1M | -20% | Dec 2024 |
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| Raymond James Financial | 47k | $1.1M | 100% | Dec 2024 |
|
| EPG Wealth Management | 45k | $1.1M | -1% | Dec 2024 |
|
| Sheets Smith Wealth Management | 45k | $1.1M | 0% | Dec 2024 |
|
| D.A. Davidson & Co. | 45k | $1.1M | 0% | Dec 2024 |
|
| Citigroup | 44k | $1.0M | 116% | Dec 2024 |
|
| Northern Trust | 44k | $1.0M | 0% | Dec 2024 |
|
| Belpointe Asset Management | 42k | $1.1M | 1% | Dec 2024 |
|
| Parsons Capital Management | 41k | $1.0M | 0% | Mar 2025 |
|
| Full Sail Capital | 40k | $946k | 14% | Dec 2024 |
|
| Western Wealth Management | 36k | $862k | -12% | Dec 2024 |
|
| Natixis Asset Management Advisors | 34k | $799k | -1% | Dec 2024 |
|
| Roxbury Financial | 33k | $812k | -3% | Mar 2025 |
|
| Ameritas Advisory Services | 32k | $771k | 1% | Dec 2024 |
|
| Clear Creek Financial Management | 32k | $751k | 100% | Dec 2024 |
|
| Snowden Capital Advisors | 31k | $746k | -1% | Dec 2024 |
|
| Integrated Advisors Network | 31k | $793k | -35% | Mar 2025 |
|
| Beaumont Financial Advisors | 31k | $736k | 100% | Dec 2024 |
|
| PFG Financial Advisors | 30k | $723k | 9% | Dec 2024 |
|
| Bravias Capital Group | 30k | $736k | 100% | Dec 2024 |
|
| EP Wealth Advisors | 30k | $709k | 0% | Dec 2024 |
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| Bank of Marin | 29k | $696k | 2% | Dec 2024 |
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| Creative Planning | 29k | $695k | 12% | Dec 2024 |
|
| Branch Banking & Trust Company | 29k | $687k | 1% | Dec 2024 |
|
| Jane Street | 28k | $677k | 100% | Dec 2024 |
|
| Capital Investment Advisors | 28k | $723k | -2% | Mar 2025 |
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| Prairie Wealth Advisors | 28k | $662k | -5% | Dec 2024 |
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| Financial Freedom | 28k | $656k | 1% | Dec 2024 |
|
| American National Bank | 26k | $675k | 69% | Mar 2025 |
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| Sigma Planning | 25k | $607k | -13% | Dec 2024 |
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| Principal Securities | 25k | $605k | 22% | Dec 2024 |
|
| ValMark Advisers | 24k | $576k | 1% | Dec 2024 |
|
| Atria Wealth Solutions | 24k | $574k | -5% | Dec 2024 |
|
| Visionary Wealth Advisors | 22k | $521k | 4% | Dec 2024 |
|
| Pathstone Holdings | 22k | $513k | 32% | Dec 2024 |
|
| Strategic Advisors | 21k | $493k | 1% | Dec 2024 |
|
| Core Wealth Partners | 20k | $473k | -19% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 20k | $504k | 33% | Mar 2025 |
|
| Galvin, Gaustad & Stein | 19k | $441k | -5% | Dec 2024 |
|
| Harbour Investments | 18k | $437k | 1% | Dec 2024 |
|
| CAP Partners | 18k | $417k | 2% | Dec 2024 |
|
| AA Financial Advisors | 18k | $417k | 7% | Dec 2024 |
|
| Hrt Financial | 17k | $408k | 100% | Dec 2024 |
|
| Steward Partners Investment Advisory | 17k | $396k | -10% | Dec 2024 |
|
| Atlas Capital Advisors | 17k | $393k | -4% | Dec 2024 |
|
| VCI Wealth Management | 16k | $379k | 4% | Dec 2024 |
|
| Two Sigma Securities | 16k | $378k | 31% | Dec 2024 |
|
| Sweeney & Michel | 16k | $329k | 39% | Mar 2025 |
|
| Congress Wealth Management LLC / DE / | 15k | $364k | 25% | Dec 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $356k | 0% | Dec 2024 |
|
| Bank of New York Mellon | 15k | $354k | -37% | Dec 2024 |
|
| Charter Oak Capital Management | 15k | $376k | -3% | Mar 2025 |
|
| LJI Wealth Management | 15k | $346k | -4% | Dec 2024 |
|
| Able Wealth Management | 14k | $342k | -13% | Dec 2024 |
|
| Proequities | 14k | $353M | 1% | Dec 2024 |
|
| Summit Financial | 13k | $319k | -4% | Dec 2024 |
|
| Wilkins Miller Wealth Management | 13k | $316k | 100% | Dec 2024 |
|
| Stratos Wealth Partners | 13k | $316k | -9% | Dec 2024 |
|
| Brookstone Capital Management | 13k | $315k | -3% | Dec 2024 |
|
| Fischer Financial Services | 13k | $310k | 100% | Dec 2024 |
|
| TrueWealth Advisors | 13k | $325k | 0% | Mar 2025 |
|
| Court Place Advisors | 13k | $302k | -15% | Dec 2024 |
|
| Lifeworks Advisors | 13k | $300k | 19% | Dec 2024 |
|
| Equitable Holdings | 12k | $289k | -19% | Dec 2024 |
|
| Mml Investors Services | 12k | $287k | -2% | Dec 2024 |
|
| Fiduciary Trust Company | 12k | $286k | 0% | Dec 2024 |
|
| Charles Schwab Investment Management | 12k | $283k | 100% | Dec 2024 |
|
| Fee-Only Financial Planning, L.C. | 12k | $282k | -8% | Dec 2024 |
|
| Burns Wealth Management | 12k | $281k | 0% | Dec 2024 |
|
| Evergreen Wealth Solutions | 12k | $277k | -24% | Dec 2024 |
|
| Rosenberg Matthew Hamilton | 11k | $272k | 0% | Dec 2024 |
|
| CWM | 11k | $261k | 48% | Dec 2024 |
|
| Heartwood Wealth Advisors | 11k | $256k | 0% | Dec 2024 |
|
| Meridian Wealth Management | 11k | $250k | -33% | Dec 2024 |
|
| VisionPoint Advisory Group | 10k | $250k | 100% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 10k | $246k | 100% | Dec 2024 |
|
| Wealthtrust Axiom | 10k | $243k | 0% | Dec 2024 |
|
| Investmark Advisory Group | 10k | $240k | 2% | Dec 2024 |
|
| Mission Wealth Management | 9.8k | $233k | 3% | Dec 2024 |
|
| Jones Financial Companies, L.L | 9.7k | $232k | 97% | Dec 2024 |
|
| Grimes & Company | 9.7k | $231k | 100% | Dec 2024 |
|
| CRA Financial Services | 9.6k | $245k | 1% | Mar 2025 |
|
| Prostatis Group | 9.5k | $227k | -90% | Dec 2024 |
|
| Goldman Sachs Group | 9.3k | $222k | 100% | Dec 2024 |
|
| Brown Advisory Holdings Incorporated | 9.2k | $219k | 0% | Dec 2024 |
|
| Traphagen Investment Advisors | 8.8k | $211k | 0% | Dec 2024 |
|
| RFG Advisory | 8.6k | $220k | -49% | Mar 2025 |
|
| Parallel Advisors | 8.3k | $212k | -49% | Mar 2025 |
|
| Coppell Advisory Solutions | 7.1k | $168k | -9% | Dec 2024 |
|
| Jackson, Grant Investment Advisers | 6.3k | $150k | 100% | Dec 2024 |
|
| Hartland & Co | 5.7k | $136k | -6% | Dec 2024 |
|
| MAI Wealth Advisors | 5.4k | $129k | 100% | Dec 2024 |
|
| Nbc Securities | 5.2k | $132k | 103760% | Mar 2025 |
|
| IFP Advisors | 5.2k | $124k | -59% | Dec 2024 |
|
| Creative Financial Designs | 4.8k | $115k | 0% | Dec 2024 |
|
| LRI Investments | 4.5k | $108k | 0% | Dec 2024 |
|
| AE Wealth Management | 3.5k | $69k | -97% | Dec 2024 |
|
Who sold out of Fidelity msci energy idx?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Primoris Wealth Advisors | Sep 2024 | 126k | $2.8M |
| Smith Shellnut Wilson | Sep 2024 | 64k | $1.5M |
| Prudential Financial | Sep 2024 | 43k | $1.0M |
| International Assets Investment Management | Sep 2024 | 22k | $926k |
| J.w. Cole Advisors | Sep 2024 | 22k | $519k |
| HPM Partners | Sep 2024 | 20k | $471k |
| Fifth Third Securities | Sep 2024 | 17k | $396k |
| Park Avenue Securities | Dec 2024 | 15k | $364k |
| Atria Investments | Sep 2024 | 14k | $334k |
| Mercer Global Advisors | Sep 2024 | 12k | $301k |
| Focus Financial Network | Dec 2024 | 12k | $289k |
| IHT Wealth Management | Sep 2024 | 9.7k | $237k |
| Savvy Advisors | Sep 2024 | 9.5k | $229k |
| Sugar Maple Asset Management | Dec 2024 | 7.6k | $182k |