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Fidelity msci energy idx shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $320k 11k 29.60

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Sixth Street Partners Management Company
Lido Advisors
Envestnet Asset Management
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Northwestern Mutual Wealth Management Company
Agf Management
Cetera Investment Advisers
Marshall Wace
Two Sigma Investments
SageGuard Financial Group
Cutler Capital Management
Morgan Stanley

View all funds holding Fidelity msci energy idx