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Fidelity msci energy idx shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $417k 17k 24.77
2025-09-30 $133k 5.4k 24.72
2025-06-30 $127k 5.4k 23.45
2025-03-31 $138k 5.4k 25.55
2024-12-31 $129k 5.4k 23.84

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View all positions for MAI Wealth Advisors

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