Fidelity msci energy idx shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci energy idx by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 9.9k | 24.72 |
| 2025-06-30 | $372k | 16k | 23.45 |
| 2025-03-31 | $341k | 13k | 25.55 |
| 2024-12-31 | $300k | 13k | 23.84 |
| 2024-09-30 | $254k | 11k | 24.08 |
| 2024-03-31 | $287k | 11k | 25.87 |
| 2023-12-31 | $218k | 9.5k | 23.04 |