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Fidelity msci energy idx shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Mariner 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 134k 24.08
2024-06-30 $3.4M 137k 25.09
2024-03-31 $4.3M 166k 25.87
2023-12-31 $3.8M 166k 23.04
2023-09-30 $4.3M 173k 24.91
2023-06-30 $2.2M 99k 22.16
2023-03-31 $2.4M 108k 22.44
2022-12-31 $2.6M 110k 23.84
2022-09-30 $2.3M 118k 19.86
2022-06-30 $2.1M 110k 19.40
2022-03-31 $2.1M 101k 20.94
2021-12-31 $1.5M 101k 15.18
2021-09-30 $1.4M 95k 14.41
2021-06-30 $1.5M 99k 14.75
2021-03-31 $1.1M 81k 13.26
2020-12-31 $751k 74k 10.15
2020-09-30 $681k 86k 7.90
2020-06-30 $935k 94k 9.93
2019-12-31 $221k 14k 16.03
2019-06-30 $216k 13k 17.16
2019-03-31 $228k 13k 18.06
2018-12-31 $297k 19k 15.63
2018-09-30 $206k 9.7k 21.27
2016-12-31 $200k 9.5k 21.15
2016-09-30 $789k 39k 20.28