Fidelity msci energy idx shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 1.3k | 24.72 |
| 2025-06-30 | $30k | 1.3k | 23.45 |
| 2025-03-31 | $32k | 1.3k | 25.55 |
| 2024-12-31 | $30k | 1.3k | 23.84 |
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