Fidelity msci energy idx shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity msci energy idx by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $459k | 19k | 24.77 |
| 2025-09-30 | $459k | 19k | 24.72 |
| 2025-06-30 | $435k | 19k | 23.45 |
| 2025-03-31 | $474k | 19k | 25.55 |
| 2024-12-31 | $473k | 20k | 23.84 |
| 2024-09-30 | $592k | 25k | 24.08 |
| 2024-03-31 | $771k | 30k | 25.87 |
| 2023-12-31 | $635k | 28k | 23.04 |
| 2023-09-30 | $667k | 27k | 24.91 |
| 2023-06-30 | $593k | 27k | 22.16 |
| 2023-03-31 | $581k | 26k | 22.44 |
| 2022-12-31 | $400k | 13k | 30.26 |