Fidelity msci energy idx shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.3M | 360k | 23.04 |
| 2023-09-30 | $9.6M | 387k | 24.91 |
| 2023-06-30 | $8.6M | 387k | 22.16 |
| 2023-03-31 | $5.0M | 222k | 22.44 |
| 2022-12-31 | $4.8M | 200k | 23.84 |
| 2022-09-30 | $516k | 26k | 19.85 |
| 2022-06-30 | $766k | 40k | 19.40 |
| 2022-03-31 | $628k | 30k | 20.94 |
| 2021-12-31 | $368k | 24k | 15.18 |
| 2021-09-30 | $239k | 17k | 14.43 |
| 2021-06-30 | $180k | 12k | 14.74 |
| 2021-03-31 | $166k | 13k | 13.28 |
| 2020-12-31 | $127k | 12k | 10.28 |
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