Fidelity msci energy idx shares owned by Creative Planning
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 30k | 24.72 |
| 2025-06-30 | $720k | 31k | 23.45 |
| 2025-03-31 | $777k | 30k | 25.55 |
| 2024-12-31 | $695k | 29k | 23.84 |
| 2024-09-30 | $624k | 26k | 24.08 |
| 2024-06-30 | $652k | 26k | 25.09 |
| 2024-03-31 | $643k | 25k | 25.87 |
| 2019-03-31 | $206k | 11k | 18.11 |
| 2018-12-31 | $298k | 19k | 15.64 |
| 2018-09-30 | $855k | 40k | 21.28 |
| 2018-06-30 | $1.0M | 48k | 21.26 |
| 2018-03-31 | $1.1M | 59k | 18.71 |
| 2017-12-31 | $1.4M | 72k | 20.05 |
| 2017-09-30 | $1.3M | 67k | 18.95 |
| 2017-06-30 | $771k | 43k | 17.98 |
| 2017-03-31 | $417k | 21k | 19.62 |
| 2016-12-31 | $292k | 14k | 21.17 |
| 2016-09-30 | $67k | 3.4k | 19.79 |
| 2016-03-31 | $9.0k | 541 | 16.64 |
| 2015-12-31 | $8.0k | 492 | 16.26 |
| 2015-03-31 | $11k | 500 | 22.00 |
| 2014-09-30 | $5.0k | 200 | 25.00 |
| 2014-06-30 | $6.0k | 200 | 30.00 |