Fidelity msci energy idx shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 9.4k | 24.72 |
| 2025-06-30 | $221k | 9.4k | 23.45 |
| 2025-03-31 | $240k | 9.4k | 25.55 |
| 2024-12-31 | $256k | 11k | 23.84 |
| 2024-09-30 | $258k | 11k | 24.08 |
| 2024-06-30 | $269k | 11k | 25.09 |
| 2024-03-31 | $277k | 11k | 25.87 |
| 2023-12-31 | $236k | 10k | 23.04 |
| 2023-09-30 | $255k | 10k | 24.91 |
| 2023-06-30 | $227k | 10k | 22.16 |
| 2023-03-31 | $230k | 10k | 22.44 |
| 2022-12-31 | $244k | 10k | 23.84 |
| 2022-09-30 | $246k | 12k | 19.85 |
| 2022-06-30 | $240k | 12k | 19.37 |
| 2022-03-31 | $259k | 12k | 20.90 |
| 2021-12-31 | $188k | 12k | 15.18 |
| 2021-09-30 | $178k | 12k | 14.38 |
| 2021-06-30 | $183k | 12k | 14.78 |
| 2021-03-31 | $164k | 12k | 13.25 |