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Fidelity msci energy idx shares owned by HighMark Wealth Management

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

Historical chart of HighMark Wealth Management investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 500 34.02
2025-12-31 $12k 500 24.77
2025-09-30 $12k 500 24.72
2025-06-30 $12k 500 23.45
2025-03-31 $13k 500 25.55
2024-12-31 $13k 526 23.86
2024-09-30 $4.8k 200 24.08
2024-06-30 $5.0k 200 25.09