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Fidelity msci energy idx shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 81k 24.72
2025-06-30 $298k 13k 23.45
2025-03-31 $341k 13k 25.55
2024-12-31 $319k 13k 23.84
2024-09-30 $336k 14k 24.08

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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