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Fidelity msci energy idx shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $137k 4.4k 30.88

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Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
HighTower Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
PFG Financial Advisors
Agf Management
Wells Fargo & Company
Cetera Investment Advisers
AE Wealth Management
Cutler Capital Management

View all funds holding Fidelity msci energy idx