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Fidelity msci energy idx shares owned by Calton & Associates

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

Historical chart of Calton & Associates investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Calton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 6.5k 34.02

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Covington Trust High Divid Etf (FDVV)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Spdr Series Trust State Street Spd (BIL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)

View all positions for Calton & Associates

Top funds holding Fidelity msci energy idx

Lido Advisors
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
HighTower Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
PFG Financial Advisors
Agf Management
Wells Fargo & Company
Cetera Investment Advisers
AE Wealth Management
Independence Financial Advisors
Cutler Capital Management
Advisor Group Holdings

View all funds holding Fidelity msci energy idx