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Fidelity msci energy idx shares owned by Monte Financial Group

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

Historical chart of Monte Financial Group investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Monte Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 7.3k 34.02

More positions owned by Monte Financial Group

Johnson & Johnson (JNJ)
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Automatic Data Processing (ADP)
Pfizer (PFE)
Avery Dennison Corporation (AVY)
Novartis Sponsored Adr (NVS)
Packaging Corporation of America (PKG)
Hershey Company (HSY)
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United Parcel Svcs CL B (UPS)

View all positions for Monte Financial Group

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Bnp Paribas Arbitrage, Snc
Commonwealth Equity Services
HighTower Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
PFG Financial Advisors
Agf Management
Wells Fargo & Company
Cetera Investment Advisers
AE Wealth Management
Cutler Capital Management

View all funds holding Fidelity msci energy idx