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Fidelity msci energy idx shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 2.5k 24.77

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John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Spdr Series Trust State Street Spd (SLYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal
NVIDIA Corporation (NVDA)

View all positions for Nvest Wealth Strategies

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Agf Management
LPL Financial
HighTower Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Hilltop Wealth Advisors
Wells Fargo & Company
Tower Research Capital
Cetera Investment Advisers
Cutler Capital Management
Advisor Group Holdings
Private Advisor
Citadel Advisors

View all funds holding Fidelity msci energy idx