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Fidelity msci energy idx shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $262k 8.9k 29.56
2026-03-31 $282k 8.3k 34.02
2022-03-31 $627k 30k 20.95

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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