Fidelity msci energy idx shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci energy idx by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $939k | 40k | 23.45 |
| 2025-03-31 | $835k | 33k | 25.52 |
| 2024-12-31 | $364k | 15k | 23.84 |
| 2024-09-30 | $295k | 12k | 24.08 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /