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Fidelity msci energy idx shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-03-31 $601k 24k 25.55
2024-12-31 $513k 22k 23.84
2024-09-30 $392k 16k 24.08
2024-06-30 $365k 15k 25.10
2024-03-31 $363k 14k 25.89
2023-12-31 $210k 9.1k 23.05

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Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Agf Management
LPL Financial
HighTower Advisors
Yarbrough Capital
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
Morgan Stanley

View all funds holding Fidelity msci energy idx