Fidelity msci energy idx shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 12k | 24.72 |
| 2025-06-30 | $323k | 14k | 23.45 |
| 2025-03-31 | $370k | 15k | 25.55 |
| 2024-12-31 | $346k | 15k | 23.84 |
| 2024-09-30 | $365k | 15k | 24.08 |
| 2024-06-30 | $384k | 15k | 25.09 |
| 2024-03-31 | $396k | 15k | 25.87 |
| 2023-09-30 | $396k | 16k | 24.91 |
| 2023-06-30 | $329k | 15k | 22.16 |
| 2023-03-31 | $368k | 16k | 22.44 |
| 2022-12-31 | $391k | 16k | 23.84 |