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Fidelity msci energy idx shares owned by Union Bankshares

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

Historical chart of Union Bankshares investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 2.7k 24.72
2025-06-30 $2.3k 100 23.45

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Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Union Bankshares

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
Private Advisor

View all funds holding Fidelity msci energy idx