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
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by HighMark Wealth Management
View all positions for HighMark Wealth Management