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Fidelity msci energy idx shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management Group investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Pinnacle Wealth Management 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $363k 16k 22.16
2023-03-31 $1.2M 55k 22.44
2022-12-31 $1.8M 75k 23.83
2022-09-30 $1.5M 76k 19.86
2022-06-30 $1.8M 94k 19.40
2022-03-31 $2.0M 94k 20.94

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)
Ishares Tr Mbs Etf (MBB)
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY)
Morgan Stanley Com New (MS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pinnacle Wealth Management Group

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
HighTower Advisors
Yarbrough Capital
AE Wealth Management
Kestra Advisory Services
Jpmorgan Chase & Co
Advisor Group Holdings
Kestra Private Wealth Services
UBS Group
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx