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Fidelity msci energy idx shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $932k 38k 24.72
2025-06-30 $948k 40k 23.45
2025-03-31 $1.3M 52k 25.55
2024-12-31 $3.6M 152k 23.87
2024-09-30 $3.8M 157k 24.11
2024-06-30 $5.2M 208k 25.11