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Fidelity msci energy idx shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 1.3k 24.77
2025-09-30 $1.0k 41 24.73

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View all positions for Principia Wealth Advisory

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Hilltop Wealth Advisors
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Cetera Investment Advisers
Cutler Capital Management
Advisor Group Holdings
Agf Management
Private Advisor
Ameriprise Financial

View all funds holding Fidelity msci energy idx