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 |
|---|---|---|---|---|---|
| Lido Advisors | 1.8M | $60M | 2% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 1.5M | $51M | 326% | Mar 2026 |
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| Commonwealth Equity Services | 1.3M | $43M | -1% | Mar 2026 |
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| HighTower Advisors | 1.0M | $35M | 45% | Mar 2026 |
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| LPL Financial | 929k | $32M | 12% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 894k | $30M | 66% | Mar 2026 |
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| Envestnet Asset Management | 856k | $29M | 38% | Mar 2026 |
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| PFG Financial Advisors | 803k | $27M | 2691% | Mar 2026 |
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| Agf Management | 731k | $25M | 211% | Mar 2026 |
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| Wells Fargo & Company | 430k | $15M | -6% | Mar 2026 |
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| Cetera Investment Advisers | 428k | $15M | 29% | Mar 2026 |
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| AE Wealth Management | 333k | $11M | 145% | Mar 2026 |
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| Independence Financial Advisors | 318k | $11M | 100% | Mar 2026 |
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| Cutler Capital Management | 267k | $9.1M | -3% | Mar 2026 |
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| Advisor Group Holdings | 260k | $6.5M | -2% | Dec 2025 |
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| Morgan Stanley | 245k | $8.3M | 2% | Mar 2026 |
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| Bank of America Corporation | 239k | $8.1M | 100% | Mar 2026 |
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| Private Advisor | 228k | $7.8M | 5% | Mar 2026 |
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| Tudor Investment Corporation | 199k | $6.8M | 219% | Mar 2026 |
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| Ameriprise Financial | 197k | $6.7M | 0% | Mar 2026 |
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| Kestra Advisory Services | 189k | $6.4M | 10% | Mar 2026 |
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| AssuredPartners Investment Advisors | 183k | $6.1M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 168k | $5.7M | 2% | Mar 2026 |
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| Eley Financial Management | 161k | $5.5M | 0% | Mar 2026 |
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| Financial Partners Group | 154k | $5.2M | 34% | Mar 2026 |
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| Bank of New York Mellon | 153k | $5.2M | 131% | Mar 2026 |
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| SageGuard Financial Group | 151k | $5.1M | 114% | Mar 2026 |
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| Traynor Capital Management | 147k | $3.6M | -4% | Dec 2025 |
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| KCM Investment Advisors | 132k | $4.5M | -15% | Mar 2026 |
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| Steward Partners Investment Advisory | 130k | $4.4M | 10% | Mar 2026 |
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| Maltin Wealth Management | 125k | $4.3M | 12% | Mar 2026 |
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| Cambridge Investment Research Advisors | 125k | $4.2M | 5% | Mar 2026 |
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| Stifel Financial | 117k | $4.0M | 6% | Mar 2026 |
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| Yoder Wealth Management | 113k | $3.8M | -8% | Mar 2026 |
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| Trail Ridge Investment Advisors | 111k | $3.8M | 1% | Mar 2026 |
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| Jacobi Capital Management | 106k | $3.6M | 0% | Mar 2026 |
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| Goss Wealth Management | 103k | $3.5M | -19% | Mar 2026 |
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| Mercer Global Advisors | 99k | $3.4M | 65% | Mar 2026 |
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| FMR | 92k | $2.3M | 6% | Dec 2025 |
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| Maxele Advisors | 92k | $2.3M | 100% | Dec 2025 |
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| Wealth Quarterback | 86k | $2.9M | -6% | Mar 2026 |
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| UBS Group | 82k | $2.8M | -48% | Mar 2026 |
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| Susquehanna International | 76k | $1.9M | 6% | Dec 2025 |
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| Procyon Private Wealth Partners | 76k | $2.6M | 100% | Mar 2026 |
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| Royal Bank of Canada | 75k | $2.5M | 15% | Mar 2026 |
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| Raymond James Financial | 71k | $1.7M | -7% | Dec 2025 |
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| Citadel Advisors | 69k | $2.3M | -32% | Mar 2026 |
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| Mariner Wealth Advisors | 63k | $2.1M | 0% | Mar 2026 |
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| Aspetuck Financial Management | 63k | $2.1M | 0% | Mar 2026 |
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| Northern Trust | 61k | $1.5M | 40% | Dec 2025 |
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| Beaumont Financial Advisors | 61k | $2.1M | -13% | Mar 2026 |
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| Advisory Services Network | 60k | $1.5M | -12% | Dec 2025 |
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| LYNCH & Associates | 59k | $2.0M | 0% | Mar 2026 |
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| Sunbelt Securities | 58k | $2.0M | -1% | Mar 2026 |
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| Financial Perspectives | 57k | $1.9M | 0% | Mar 2026 |
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| Park Avenue Securities | 53k | $1.8M | 39% | Mar 2026 |
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| Kovitz Investment Group Partners | 53k | $1.8M | 100% | Mar 2026 |
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| Bravias Capital Group | 51k | $1.7M | 25% | Mar 2026 |
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| Stratos Wealth Advisors | 51k | $1.7M | 0% | Mar 2026 |
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| Bellwether Advisors | 51k | $1.7M | 100% | Mar 2026 |
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| Tower Research Capital | 50k | $1.2M | -89% | Dec 2025 |
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| Q3 Asset Management | 49k | $1.7M | 100% | Mar 2026 |
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| Smith, Salley & Associates | 49k | $1.7M | 1% | Mar 2026 |
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| Great Valley Advisor Group | 47k | $1.6M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 43k | $1.5M | 2% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 42k | $1.4M | 3% | Mar 2026 |
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| Penobscot Wealth Management | 42k | $1.4M | 100% | Mar 2026 |
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| Merit Financial Group | 41k | $1.4M | 100% | Mar 2026 |
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| RFP Financial Group | 41k | $1.4M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 40k | $1.4M | -19% | Mar 2026 |
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| Parsons Capital Management | 39k | $1.3M | -2% | Mar 2026 |
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| Sheets Smith Wealth Management | 39k | $1.3M | -1% | Mar 2026 |
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| EPG Wealth Management | 36k | $1.2M | -22% | Mar 2026 |
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| Kestra Private Wealth Services | 35k | $1.2M | 21% | Mar 2026 |
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| EP Wealth Advisors | 34k | $1.1M | -2% | Mar 2026 |
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| Natixis Asset Management Advisors | 33k | $1.1M | 0% | Mar 2026 |
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| Citigroup | 33k | $1.1M | 100% | Mar 2026 |
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| Creative Planning | 30k | $1.0M | 22% | Mar 2026 |
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| Goldman Sachs Group | 30k | $1.0M | 100% | Mar 2026 |
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| Jane Street | 29k | $975k | 156% | Mar 2026 |
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| Boothbay Fund Management | 29k | $973k | 100% | Mar 2026 |
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| Financial Freedom | 29k | $972k | 1% | Mar 2026 |
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| Principal Securities | 28k | $942k | 15% | Mar 2026 |
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| OneAscent Financial Services | 28k | $934k | 0% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 27k | $926k | -2% | Mar 2026 |
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| Bank of Marin | 26k | $651k | 0% | Dec 2025 |
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| Snowden Capital Advisors | 26k | $641k | 2% | Dec 2025 |
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| Certified Advisory Corp | 25k | $853k | 100% | Mar 2026 |
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| Heck Capital Advisors | 25k | $834k | -56% | Mar 2026 |
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| KDK Private Wealth Management | 24k | $812k | -1% | Mar 2026 |
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| ValMark Advisers | 24k | $804k | 0% | Mar 2026 |
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| Sigma Planning | 24k | $801k | 30% | Mar 2026 |
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| Capital Investment Advisors | 23k | $793k | -8% | Mar 2026 |
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| Harbour Investments | 23k | $790k | 63% | Mar 2026 |
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| Roxbury Financial | 23k | $781k | 6% | Mar 2026 |
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| Summit Financial | 22k | $761k | -4% | Mar 2026 |
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| Castleview Partners | 22k | $756k | 4% | Mar 2026 |
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| Essex Financial Services | 22k | $739k | 100% | Mar 2026 |
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| Transamerica Financial Advisors | 21k | $702k | 214% | Mar 2026 |
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| Western Wealth Management | 20k | $682k | 100% | Mar 2026 |
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| Robertson Stephens Wealth Management | 20k | $679k | 0% | Mar 2026 |
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| Integrity Alliance | 19k | $651k | 100% | Mar 2026 |
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| Core Wealth Partners | 19k | $643k | 2% | Mar 2026 |
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| American National Bank | 19k | $635k | -19% | Mar 2026 |
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| Jones Financial Companies, L.L | 18k | $454k | 5% | Dec 2025 |
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| HBW Advisory Services | 18k | $622k | 100% | Mar 2026 |
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| Sanctuary Advisors | 18k | $600k | 99% | Mar 2026 |
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| Blue Capital | 17k | $591k | 100% | Mar 2026 |
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| Balyasny Asset Management | 17k | $586k | 100% | Mar 2026 |
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| Galvin, Gaustad & Stein | 17k | $422k | 0% | Dec 2025 |
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| Sweeney & Michel | 17k | $540k | -7% | Mar 2026 |
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| Strategic Advisors | 17k | $419k | -2% | Dec 2025 |
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| CAP Partners | 17k | $571k | 7% | Mar 2026 |
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| Atlas Capital Advisors | 16k | $555k | 2% | Mar 2026 |
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| CWA Asset Management | 16k | $548k | -3% | Mar 2026 |
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| MAI Wealth Advisors | 16k | $543k | -5% | Mar 2026 |
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| Wilkins Miller Wealth Management | 16k | $538k | 1% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15k | $523k | -1% | Mar 2026 |
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| Jacobs Equity | 15k | $374k | 100% | Dec 2025 |
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| Elevation Wealth Management | 15k | $498k | 100% | Mar 2026 |
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| CWM | 14k | $357k | -6% | Dec 2025 |
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| Y-Intercept | 14k | $459k | 100% | Mar 2026 |
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| Eqis Capital Management | 13k | $450k | 0% | Mar 2026 |
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| Resources Investment Advisors | 13k | $441k | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 13k | $429k | 18% | Mar 2026 |
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| Gateway Wealth Partners | 13k | $426k | 100% | Mar 2026 |
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| LJI Wealth Management | 12k | $417k | 1% | Mar 2026 |
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| Meridian Wealth Management | 12k | $415k | 15% | Mar 2026 |
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| TrueWealth Advisors | 12k | $411k | 0% | Mar 2026 |
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| Fiduciary Trust Company | 12k | $298k | 0% | Dec 2025 |
|
| RFG Advisory | 12k | $403k | 100% | Mar 2026 |
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| Burns Wealth Management | 12k | $400k | 0% | Mar 2026 |
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| Cedarwood Wealth | 12k | $400k | 0% | Mar 2026 |
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| AQR Capital Management | 12k | $395k | 100% | Mar 2026 |
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| Rosenberg Matthew Hamilton | 11k | $388k | 0% | Mar 2026 |
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| LongView Wealth Management | 11k | $355k | 23% | Mar 2026 |
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| Cullen Frost Bankers | 11k | $373k | 196% | Mar 2026 |
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| AA Financial Advisors | 11k | $367k | -49% | Mar 2026 |
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| Farther Finance Advisors | 11k | $350k | -32% | Mar 2026 |
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| Fort Sheridan Advisors | 11k | $363k | 100% | Mar 2026 |
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| Foundations Investment Advisors | 11k | $359k | 2% | Mar 2026 |
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| Arete Wealth Advisors | 10k | $348k | 100% | Mar 2026 |
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| Headlands Technologies | 10k | $347k | -78% | Mar 2026 |
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| Wealthtrust Axiom | 10k | $342k | -3% | Mar 2026 |
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| Parker Investment Management | 10k | $340k | 100% | Mar 2026 |
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| Equitable Holdings | 9.9k | $244k | 5% | Mar 2026 |
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| Mutual Advisors | 9.8k | $333k | -4% | Mar 2026 |
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| Quantinno Capital Management | 9.6k | $327k | 100% | Mar 2026 |
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| Fee-Only Financial Planning, L.C. | 9.3k | $316k | -21% | Mar 2026 |
|
| Investmark Advisory Group | 9.0k | $306k | 0% | Mar 2026 |
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| CRA Financial Services | 8.8k | $300k | -5% | Mar 2026 |
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| BCS Wealth Management | 8.6k | $293k | -50% | Mar 2026 |
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| Mission Wealth Management | 7.9k | $269k | -20% | Mar 2026 |
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| Lifeworks Advisors | 7.3k | $247k | -25% | Mar 2026 |
|
| Charter Oak Capital Management | 6.7k | $229k | -42% | Mar 2026 |
|
Who sold out of Fidelity msci energy idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hilltop Wealth Advisors | Dec 2025 | 534k | $13M |
| Renaissance Technologies | Sep 2025 | 162k | $4.0M |
| TBH Global Asset Management | Dec 2025 | 131k | $4.9M |
| Gts Securities | Sep 2025 | 96k | $2.4M |
| Syntax Research | Dec 2025 | 81k | $2.0M |
| Jpmorgan Chase & Co | Sep 2025 | 75k | $1.9M |
| XTX Topco | Sep 2025 | 33k | $816k |
| Hrt Financial | Dec 2025 | 28k | $685k |
| Two Sigma Securities | Dec 2025 | 27k | $667k |
| Wealth Enhancement Advisory Services | Dec 2025 | 26k | $661k |
| Qube Research & Technologies | Sep 2025 | 26k | $638k |
| Flow Traders US | Dec 2025 | 23k | $570k |
| Point72 Asset Management | Dec 2025 | 12k | $292k |
| Heartwood Wealth Advisors | Dec 2025 | 9.4k | $233k |