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Fidelity msci energy idx shares owned by Birchbrook

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

Historical chart of Birchbrook investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Birchbrook

Quarter filed Position value Share count Share price at filing
2026-06-30 $592 20 29.60

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Min Etf (USMV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust Spdr S&p 500 Esg (EFIV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Birchbrook

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