Fidelity MSCI Energy IndexFENYETF
13F holders, Q1 2024 (March 31)207holders
3famous investors
$25.87avg. 13F price*
At the end of Q1 2024, 207 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings. The largest holders were FMR LLC ($226.6M), Charles Schwab Investment Management Inc. ($126.8M) and Lido Advisors, LLC ($42.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Energy Index
- CUSIP
- 316092402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $12.2M |
| Exits | 22 | $9.9M |
Ownership 207 holders
| FMR LLC | 0.02% | Add +17088.5% | 8,759,063 | $226.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +115.2% | 4,900,260 | $126.8M |
| Lido Advisors, LLC | 0.38% | Add +2.7% | 1,649,670 | $42.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.6% | 1,217,013 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.3% | 931,323 | $24.1M |
| HighTower Advisors, LLC | 0.03% | Add +0.7% | 808,955 | $20.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.9% | 778,615 | $20.1M |
| Yarbrough Capital, LLC | 0.80% | No change | 711,695 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -14.0% | 702,289 | $18.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +3.3% | 592,988 | $15.3M |
| AE Wealth Management LLC | 0.16% | Reduce -5.6% | 562,832 | $14.6M |
| UBS Group AG | 0.00% | Reduce -1.4% | 296,628 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -27.3% | 296,047 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -18.4% | 293,771 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -73.4% | 283,057 | $7.3M |
| Cutler Capital Management, LLC | 3.06% | Add +5.2% | 243,413 | $6.3M |
| Financial Partners Group, Inc | 0.92% | Reduce -23.1% | 223,222 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +47.2% | 207,892 | $5.4M |
| Connectus Wealth, LLC | 0.14% | Add +5.9% | 203,612 | $5.3M |
| Traynor Capital Management, Inc. | 0.50% | Add +3.1% | 202,021 | $5.2M |
| KCM Investment Advisors LLC | 0.19% | Add +1.2% | 201,163 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -27.1% | 190,526 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.5% | 186,791 | $4.8M |
| Wealth Quarterback LLC | 2.58% | Add +15.3% | 178,699 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -54.4% | 175,595 | $4.5M |
| Agf Management Ltd. | 0.02% | Reduce -21.8% | 170,299 | $4.4M |
| Eley Financial Management, Inc | 1.88% | Reduce -0.2% | 168,663 | $4.4M |
| MML Investors Services, LLC | 0.02% | Add +1.2% | 167,687 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -0.1% | 165,993 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Add +10.8% | 163,462 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 156,143 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +26.1% | 151,035 | $3.9M |
| Jacobi Capital Management LLC | 0.29% | Add +0.4% | 119,696 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.7% | 119,624 | $3.1M |
| D. E. Shaw & Co. | 0.00% | New | 119,420 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +186.5% | 112,352 | $2.9M |
| Trail Ridge Investment Advisors, LLC | 1.63% | Reduce -13.0% | 111,262 | $2.9M |
| Citadel Advisors | 0.00% | Add +27.2% | 106,767 | $2.8M |
| Raymond James & Associates | 0.00% | Add +24.3% | 105,537 | $2.7M |
| RFG Advisory, LLC | 0.09% | Reduce -25.5% | 96,567 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.7% | 90,610 | $2.3M |
| Yoder Wealth Management, Inc. | 1.46% | Add +17.9% | 86,400 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +58.9% | 85,520 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.8% | 82,686 | $2.1M |
| VCI Wealth Management LLC | 1.44% | Reduce -14.0% | 82,061 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -19.4% | 80,708 | $2.1M |
| Heck Capital Advisors, LLC | 0.31% | Add +0.9% | 77,370 | $2.0M |
| IFP Advisors, Inc | 0.09% | Reduce -57.6% | 77,051 | $2.0M |
| Maltin Wealth Management, Inc. | 1.12% | Add +9.1% | 76,758 | $2.0M |
| Leuthold Group, LLC | 0.22% | Add +3.7% | 75,866 | $2.0M |
| Renaissance Technologies | 0.00% | Add +174.8% | 75,300 | $1.9M |
| Tidal Investments LLC | 0.03% | New | 74,367 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.5% | 68,677 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Reduce -57.4% | 60,034 | $1.6M |
| Smith Salley Wealth Management | 0.11% | Add +1.0% | 56,203 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | New | 55,296 | $1.4M |
| Financial Perspectives, Inc | 0.54% | Add +0.1% | 54,698 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.0% | 54,687 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -31.2% | 53,796 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 53,030 | $1.4M |
| Sinecera Capital, LLC | 1.83% | Reduce -60.0% | 50,997 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.48% | Add +4.7% | 49,591 | $1.3M |
| Lynch & Associates | 0.30% | Add +4.7% | 49,570 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +23.3% | 48,717 | $1.3M |
| Sheets Smith Wealth Management | 0.13% | Reduce -7.2% | 45,868 | $1.2M |
| EPG Wealth Management LLC | 0.28% | Reduce -2.5% | 44,402 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +211.6% | 44,231 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -0.9% | 41,982 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +11.4% | 39,968 | $1.0M |
| Hyperion Capital Advisors LP | 0.46% | No change | 37,500 | $970K |
| Integrated Advisors Network LLC | 0.05% | Add +15.8% | 36,936 | $956K |
| Sunbelt Securities, Inc. | 0.11% | Reduce -44.0% | 36,433 | $943K |
| Full Sail Capital, LLC | 0.06% | Reduce -2.4% | 35,270 | $912K |
| Faithward Advisors, LLC | 0.16% | Reduce -1.0% | 33,786 | $874K |
| Truist Financial Corp. | 0.00% | Reduce -16.2% | 33,052 | $855K |
| Ameritas Advisory Services, LLC | 0.03% | Add +92.6% | 32,824 | $844K |
| Snowden Capital Advisors LLC | 0.03% | Add +21.0% | 32,030 | $829K |
| Atlas Capital Advisors Inc. | 0.12% | Add +15.5% | 30,794 | $797K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 30,107 | $779K |
| Bank of Marin | 0.68% | Reduce -6.5% | 29,965 | $775K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.5% | 29,792 | $771K |
| Core Wealth Partners LLC | 0.58% | Add +8.1% | 29,785 | $771K |
| Inscription Capital, LLC | 0.13% | New | 29,473 | $762K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.4% | 28,702 | $743K |
| Vicus Capital | 0.07% | Reduce -8.8% | 28,540 | $738K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -10.8% | 28,349 | $733K |
| Prairie Wealth Advisors, Inc. | 0.34% | — | 28,220 | $730K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.0% | 27,684 | $716K |
| Financial Freedom, LLC | 0.41% | Add +0.7% | 26,885 | $696K |
| Creative Planning | 0.00% | New | 24,847 | $643K |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.4% | 24,618 | $637K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 24,486 | $633K |
| CAP Partners, LLC | 0.55% | Reduce -8.8% | 24,040 | $622K |
| Kintra Wealth, LLC | 0.42% | New | 22,050 | $570K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -9.9% | 21,560 | $558K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -6.4% | 21,495 | $556K |
| US Bancorp \de | 0.00% | Reduce -1.0% | 21,002 | $543K |
| Valmark Advisers, Inc. | 0.01% | Add +23.9% | 20,998 | $543K |
| Susquehanna International Group, LLP | 0.00% | New | 20,773 | $537K |
| Principal Securities, Inc. | 0.02% | Reduce -5.1% | 20,580 | $532K |
| Strategic Advisors LLC | 0.10% | Reduce -14.4% | 20,405 | $528K |
| Able Wealth Management LLC | 0.45% | Reduce -16.6% | 19,879 | $514K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 19,237 | $498K |
| Quadrature Capital Ltd | 0.01% | New | 19,023 | $493K |
| Harbour Investments, Inc. | 0.02% | Reduce -8.0% | 17,379 | $450K |
| Parallel Advisors, LLC | 0.01% | No change | 16,301 | $422K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.4% | 15,819 | $409K |
| LJI Wealth Management, LLC | 0.10% | Reduce -4.5% | 15,310 | $396K |
| Charter Oak Capital Management, LLC | 0.04% | Add +9.3% | 14,850 | $384K |
| Hartline Investment Corp./ | 0.07% | New | 14,717 | $381K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +1.0% | 14,717 | $381K |
| Brookstone Capital Management | 0.01% | Reduce -10.5% | 14,460 | $374K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.3% | 14,124 | $365K |
| Pathstone Holdings, LLC | 0.00% | Add +54.1% | 14,036 | $363K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -9.6% | 13,921 | $360K |
| WealthTrust Axiom LLC | 0.11% | Reduce -1.8% | 13,700 | $354K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.7% | 13,522 | $350K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.3% | 13,819 | $344K |
| Court Place Advisors, LLC | 0.11% | Reduce -12.9% | 13,164 | $341K |
| Fee-Only Financial Planning, L.C. | 0.22% | No change | 12,815 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.2% | 12,399 | $321K |
| Simplex Trading, LLC | 0.01% | Add +7948.0% | 12,233 | $316K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $311K |
| Lincoln National Corp. | 0.00% | Reduce -48.7% | 11,869 | $307K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $304K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,582 | $300K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 11,394 | $297K |
| Focus Financial Network, Inc. | 0.01% | — | 11,284 | $290K |
| Lifeworks Advisors, LLC | 0.08% | Add +17.2% | 11,084 | $287K |
| Sugar Maple Asset Management, LLC | 0.27% | — | 10,941 | $283K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.3% | 10,746 | $278K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +4.8% | 10,723 | $277K |
| Sweeney & Michel, LLC | 0.11% | — | 10,000 | $258K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 9,734 | $252K |
| Qube Research & Technologies Ltd | 0.00% | Add +284.4% | 9,511 | $246K |
| AA Financial Advisors, LLC | 0.10% | Add +4.7% | 9,469 | $245K |
| CRA Financial Services, LLC | 0.05% | No change | 9,450 | $244K |
| Brown Advisory Inc. | 0.00% | New | 9,195 | $238K |
| Wealth Dimensions Group, Ltd. | 0.07% | New | 9,012 | $233K |
| Prostatis Group LLC | 0.09% | New | 8,775 | $227K |
| Captrust Financial Advisors | 0.00% | Reduce -30.2% | 8,675 | $224K |
| Hilltop Wealth Advisors, LLC | 0.11% | Reduce -6.0% | 8,392 | $217K |
| Investmark Advisory Group LLC | 0.12% | New | 8,319 | $215K |
| Mission Wealth Management, LP | 0.01% | New | 8,003 | $207K |
| One Capital Management, LLC | 0.01% | Reduce -34.5% | 7,972 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Add +11438.5% | 7,500 | $194K |
| Creekmur Asset Management LLC | 0.06% | Reduce -41.3% | 6,743 | $174K |
| Creative Financial Designs Inc. | 0.02% | Reduce -27.4% | 6,344 | $164K |
| Spire Wealth Management | 0.00% | Add +0.1% | 5,962 | $154K |
| Citigroup Inc. | 0.00% | Add +117.4% | 5,780 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +571.3% | 5,773 | $149K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,715 | $147K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.5% | 4,894 | $127K |
| Cwm, LLC | 0.00% | Add +91.5% | 4,725 | $122K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.23% | New | 4,566 | $118K |
| BNP Paribas Financial Markets | 0.00% | Add +860.1% | 4,455 | $115K |
| VitalStone Financial, LLC | 0.08% | Add +292.9% | 4,126 | $107K |
| Realta Investment Advisors | 0.02% | New | 4,070 | $105K |
| Comerica Bank | 0.00% | Add +9.6% | 3,981 | $103K |
| Bray Capital Advisors | 0.03% | Reduce -0.0% | 3,919 | $101K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,500 | $65K |
| American National Bank & Trust | 0.01% | Add +83.1% | 2,296 | $59K |
| Franklin Resources Inc. | 0.00% | No change | 1,973 | $51K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -5.5% | 1,972 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,886 | $49K |
| Fifth Third Bancorp | 0.00% | Add +10.7% | 1,804 | $47K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,615 | $42K |
| Syntrinsic LLC | 0.01% | No change | 1,501 | $39K |
| Lanark Financial, Inc. | 0.00% | New | 1,170 | $31K |
| Belmont Capital, LLC | 0.01% | Add +0.7% | 1,162 | $30K |
| Allworth Financial LP | 0.00% | Add +101600.0% | 1,017 | $26K |
| Archer Investment Corp | 0.01% | No change | 654 | $17K |
| National Bank of Canada | 0.00% | Add +7.6% | 635 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 626 | $16K |
| Founders Capital Management | 0.01% | Reduce -19.6% | 593 | $15K |
| Halpern Financial, Inc. | 0.00% | No change | 500 | $13K |
| LRI Investments, LLC | 0.00% | — | 509 | $13K |
| Abound Wealth Management | 0.00% | New | 472 | $12K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -52.6% | 413 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 406 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 373 | $10K |
| Addison Advisors LLC | 0.00% | No change | 353 | $9K |
| Element Wealth, LLC | 0.01% | Add +0.6% | 333 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 314 | $8K |
| Bank of New Hampshire | 0.00% | New | 279 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 254 | $7K |
| NFSG Corp | 0.00% | No change | 238 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -16.6% | 191 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.6% | 179 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 163 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 161 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 150 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 129 | $3K |
| Bank of Montreal | 0.00% | New | 123 | $3K |
| Sandy Spring Bank | 0.00% | No change | 100 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 65 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 60 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 57 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $1K |
| Assetmark, Inc. | 0.00% | New | 40 | $1K |
| Activest Wealth Management | 0.00% | No change | 37 | $967 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.0% | 27 | $704 |
| Sachetta, LLC | 0.00% | No change | 22 | $512 |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.7% | 18 | $466 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 10 | $259 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.