Fidelity MSCI Energy IndexFENYETF
13F holders, Q4 2024 (December 31)224holders +21
29new positions
17sold out
2famous investors
$23.85avg. 13F price*
At the end of Q4 2024, 224 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, up 21 from Q3 2024. 29 opened new positions and 17 sold out. The largest holders were FMR LLC ($133.1M), Lido Advisors, LLC ($39.6M) and Commonwealth Equity Services, LLC ($36.5M). 2 famous investors held it, including 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $14.3M |
| Exits | 17 | $8.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,882,678 shares bought and 2,350,990 shares sold, net −468,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| FMR LLC | 0.01% | Add +0.1% | 5,584,370 | $133.1M |
| Lido Advisors, LLC | 0.25% | Add +2.5% | 1,661,510 | $39.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +15.4% | 1,531,085 | $36.5M |
| HighTower Advisors, LLC | 0.03% | Add +13.8% | 1,004,150 | $23.9M |
| Agf Management Ltd. | 0.10% | Add +17.4% | 818,781 | $19.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 741,009 | $17.7M |
| LPL Financial LLC | 0.01% | Add +113.4% | 713,726 | $17.0M |
| Yarbrough Capital, LLC | 0.65% | No change | 711,695 | $17.0M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 667,019 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -68.5% | 335,272 | $8.0M |
| UBS Group AG | 0.00% | Reduce -2.0% | 289,501 | $6.9M |
| Cutler Capital Management, LLC | 2.82% | Add +0.9% | 263,905 | $6.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -2.5% | 248,080 | $5.9M |
| Morgan Stanley | 0.00% | Add +9.3% | 236,335 | $5.6M |
| Bank of America Corp. | 0.00% | Add +28.1% | 228,168 | $5.4M |
| Financial Partners Group, Inc | 0.78% | Reduce -7.5% | 223,448 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -64.2% | 221,850 | $5.3M |
| Advisory Services Network, LLC | 0.10% | Add +55.0% | 220,959 | $5.3M |
| Traynor Capital Management, Inc. | 0.35% | Reduce -9.1% | 187,345 | $4.5M |
| KCM Investment Advisors LLC | 0.15% | Reduce -6.9% | 185,110 | $4.4M |
| Eley Financial Management, Inc | 1.63% | Add +3.9% | 175,408 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.8% | 172,529 | $4.1M |
| Wealth Quarterback LLC | 1.87% | Reduce -3.0% | 167,464 | $4.0M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.1% | 152,393 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 141,066 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -51.0% | 136,991 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 131,467 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 127,840 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -11.8% | 118,477 | $2.8M |
| Composition Wealth, LLC | 0.06% | New | 118,320 | $2.8M |
| Trail Ridge Investment Advisors, LLC | 1.32% | Add +1.0% | 116,893 | $2.8M |
| Jacobi Capital Management LLC | 0.20% | Reduce -1.1% | 111,416 | $2.7M |
| Sunbelt Securities, Inc. | 0.22% | Add +18.9% | 107,370 | $2.5M |
| Maxele Advisors, LLC | 2.37% | — | 104,360 | $2.5M |
| Yoder Wealth Management, Inc. | 1.34% | Add +6.4% | 101,998 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | New | 100,600 | $2.4M |
| Centric Wealth Management | 0.61% | New | 95,313 | $2.3M |
| Maltin Wealth Management, Inc. | 1.02% | Add +1.8% | 87,319 | $2.1M |
| Quadrature Capital Ltd | 0.04% | New | 81,243 | $1.9M |
| Heck Capital Advisors, LLC | 0.21% | Reduce -0.3% | 75,706 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -1.3% | 71,549 | $1.7M |
| Aspetuck Financial Management LLC | 1.29% | — | 69,666 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -57.6% | 68,362 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 67,939 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +1.6% | 65,841 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -40.7% | 56,680 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -18.6% | 55,015 | $1.3M |
| Financial Perspectives, Inc | 0.44% | Add +0.0% | 54,782 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +147.9% | 53,668 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 53,631 | $1.3M |
| Renaissance Technologies | 0.00% | Add +62.6% | 53,500 | $1.3M |
| Lynch & Associates | 0.27% | Add +1.0% | 52,437 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -75.6% | 52,314 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 52,232 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +3.6% | 50,514 | $1.2M |
| Smith Salley Wealth Management | 0.07% | Reduce -20.5% | 48,005 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +12.3% | 47,402 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 46,960 | $1.1M |
| EPG Wealth Management LLC | 0.28% | Reduce -1.3% | 44,830 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | No change | 44,754 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 44,738 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Add +0.9% | 42,164 | $1.1M |
| Citigroup Inc. | 0.00% | Add +116.4% | 43,944 | $1.0M |
| Northern Trust Corp. | 0.00% | No change | 43,821 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | Reduce -1.2% | 40,572 | $967K |
| Full Sail Capital, LLC | 0.06% | Add +14.3% | 39,676 | $946K |
| Roxbury Financial LLC | 0.86% | — | 33,729 | $890K |
| Western Wealth Management, LLC | 0.05% | Reduce -12.3% | 36,148 | $862K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.9% | 33,495 | $799K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.6% | 32,348 | $771K |
| Clear Creek Financial Management, LLC | 0.08% | New | 31,498 | $751K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.5% | 31,309 | $746K |
| Beaumont Financial Advisors, LLC | 0.06% | New | 30,872 | $736K |
| Bravias Capital Group, LLC | 0.60% | — | 30,244 | $736K |
| Vicus Capital | 0.06% | Add +8.5% | 30,326 | $723K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 29,753 | $709K |
| Bank of Marin | 0.55% | Add +1.7% | 29,179 | $696K |
| Creative Planning | 0.00% | Add +12.5% | 29,159 | $695K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 28,922 | $690K |
| Truist Financial Corp. | 0.00% | Add +0.8% | 28,817 | $687K |
| Jane Street Group, LLC | 0.00% | New | 28,375 | $676K |
| Prairie Wealth Advisors, Inc. | 0.32% | Reduce -5.4% | 27,775 | $662K |
| Financial Freedom, LLC | 0.35% | Add +0.7% | 27,504 | $656K |
| KDK Private Wealth Management, LLC | 0.65% | — | 26,043 | $621K |
| Sigma Planning Corp | 0.02% | Reduce -13.3% | 25,445 | $607K |
| Principal Securities, Inc. | 0.01% | Add +22.3% | 25,388 | $605K |
| Valmark Advisers, Inc. | 0.01% | Add +1.4% | 24,156 | $576K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.5% | 24,081 | $574K |
| Visionary Wealth Advisors | 0.03% | Add +4.0% | 21,835 | $521K |
| Pathstone Holdings, LLC | 0.00% | Add +32.1% | 21,523 | $513K |
| Strategic Advisors LLC | 0.09% | Add +1.1% | 20,677 | $493K |
| Core Wealth Partners LLC | 0.27% | Reduce -19.4% | 19,832 | $473K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -5.4% | 18,479 | $441K |
| Susquehanna International Group, LLP | 0.00% | New | 18,434 | $439K |
| Harbour Investments, Inc. | 0.01% | Add +1.4% | 18,318 | $437K |
| CAP Partners, LLC | 0.29% | Add +2.1% | 17,498 | $417K |
| AA Financial Advisors, LLC | 0.11% | Add +7.1% | 17,479 | $417K |
| HRT Financial LP | 0.00% | New | 17,150 | $408K |
| RFG Advisory, LLC | 0.01% | Reduce -7.4% | 16,794 | $400K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 16,616 | $396K |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.