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Fidelity msci energy idx shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios Wealth Advisors investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 50k 24.72
2025-06-30 $1.2M 49k 23.45
2025-03-31 $1.2M 47k 25.55
2021-09-30 $7.0k 500 14.00
2021-06-30 $553k 38k 14.73
2021-03-31 $24k 1.8k 13.22
2020-12-31 $31k 3.1k 9.87
2019-12-31 $46k 3.2k 14.45