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Fidelity msci energy idx shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $565k 23k 25.09
2024-03-31 $570k 22k 25.87

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Top funds holding Fidelity msci energy idx

FMR
Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
UBS Group
Kestra Private Wealth Services
Cetera Investment Advisers
Financial Partners Group

View all funds holding Fidelity msci energy idx