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Fidelity msci energy idx shares owned by Guerra Advisors

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Guerra Advisors from 13F filings

Historical chart of Guerra Advisors investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Guerra Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 64k 24.72
2025-06-30 $5.9M 252k 23.45
2025-03-31 $4.1M 159k 25.55

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Guerra Advisors

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Agf Management
LPL Financial
HighTower Advisors
Yarbrough Capital
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Hilltop Wealth Advisors
Wells Fargo & Company
Tower Research Capital
Cetera Investment Advisers
Cutler Capital Management
Advisor Group Holdings
Morgan Stanley

View all funds holding Fidelity msci energy idx