Fidelity msci energy idx shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 9.3k | 24.72 |
| 2025-06-30 | $246k | 11k | 23.45 |
| 2024-09-30 | $2.8M | 126k | 22.17 |
| 2022-03-31 | $259k | 13k | 20.74 |
| 2021-12-31 | $211k | 14k | 15.46 |