Fidelity msci energy idx shares owned by Fee-Only Financial Planning, L.C.
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Fee-Only Financial Planning, L.C.
from 13F filings
Historical chart of Fee-Only Financial Planning, L.C. investment in Fidelity msci energy idx
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All positions including Fidelity msci energy idx held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity msci energy idx by Fee-Only Financial Planning, L.C.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 12k | 24.72 |
| 2025-06-30 | $277k | 12k | 23.45 |
| 2025-03-31 | $302k | 12k | 25.55 |
| 2024-12-31 | $282k | 12k | 23.84 |
| 2024-09-30 | $309k | 13k | 24.08 |
| 2024-06-30 | $322k | 13k | 25.09 |
| 2024-03-31 | $332k | 13k | 25.87 |
| 2023-12-31 | $295k | 13k | 23.04 |
| 2023-09-30 | $319k | 13k | 24.91 |
| 2023-06-30 | $284k | 13k | 22.16 |
| 2023-03-31 | $288k | 13k | 22.44 |
| 2022-12-31 | $317k | 13k | 23.84 |
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