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

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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
2024-09-30 $2.8M 126k 22.17
2022-03-31 $259k 13k 20.74
2021-12-31 $211k 14k 15.46

More positions owned by Primoris Wealth Advisors

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Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Agf Management
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Cutler Capital Management
Financial Partners Group
Private Advisor
Advisor Group Holdings

View all funds holding Fidelity msci energy idx