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Fidelity msci energy idx shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 8.0k 30.50
2025-06-30 $209k 8.7k 23.98
2024-06-30 $204k 8.1k 25.30

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds Dec 2033 (IBDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Heritage Ins Hldgs (HRTG)
Amazon (AMZN)

View all positions for Instrumental Wealth

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Hilltop Wealth Advisors
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Cetera Investment Advisers
Cutler Capital Management
Advisor Group Holdings
Agf Management
Private Advisor
Ameriprise Financial

View all funds holding Fidelity msci energy idx