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 |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -4.1% | 16,482 | $393K |
| Parallel Advisors, LLC | 0.01% | No change | 16,301 | $389K |
| VCI Wealth Management LLC | 0.16% | Add +4.1% | 15,902 | $379K |
| Two Sigma Securities, LLC | 0.07% | Add +31.1% | 15,859 | $378K |
| American National Bank & Trust | 0.04% | Add +149.4% | 15,620 | $372K |
| CW Advisors, LLC | 0.01% | Add +24.7% | 15,286 | $364K |
| Park Avenue Securities LLC | 0.00% | Reduce -54.4% | 15,249 | $364K |
| LifeGoal Investments, LLC | 0.39% | — | 15,185 | $362K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -0.1% | 15,168 | $362K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.0% | 14,933 | $356K |
| Bank of New York Mellon Corp | 0.00% | Reduce -37.2% | 14,859 | $354K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.7% | 13,820 | $353K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.6% | 14,806 | $353K |
| LJI Wealth Management, LLC | 0.07% | Reduce -4.4% | 14,500 | $346K |
| Able Wealth Management LLC | 0.22% | Reduce -13.2% | 14,345 | $342K |
| Summit Financial, LLC | 0.01% | Reduce -4.2% | 13,378 | $319K |
| Wilkins Miller Wealth Management, LLC | 0.33% | — | 13,260 | $316K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.3% | 13,257 | $316K |
| Brookstone Capital Management | 0.00% | Reduce -3.0% | 13,214 | $315K |
| Fischer Financial Services, Inc. | 0.10% | — | 12,981 | $309K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -0.2% | 12,712 | $303K |
| Court Place Advisors, LLC | 0.10% | Reduce -14.8% | 12,674 | $302K |
| Lifeworks Advisors, LLC | 0.05% | Add +19.3% | 12,601 | $300K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.4% | 12,116 | $289K |
| Focus Financial Network, Inc. | 0.01% | Add +5.8% | 12,111 | $289K |
| MML Investors Services, LLC | 0.00% | Reduce -2.3% | 12,019 | $287K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $286K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 11,871 | $283K |
| Fee-Only Financial Planning, L.C. | 0.18% | Reduce -7.8% | 11,815 | $282K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $280K |
| Kintra Wealth, LLC | 0.19% | Reduce -24.3% | 11,615 | $277K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 11,394 | $272K |
| Cwm, LLC | 0.00% | Add +48.2% | 10,931 | $261K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 10,723 | $256K |
| Balefire, LLC | 0.09% | New | 10,350 | $250K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -33.3% | 10,486 | $250K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,307 | $246K |
| WealthTrust Axiom LLC | 0.07% | No change | 10,200 | $243K |
| Investmark Advisory Group LLC | 0.12% | Add +2.4% | 10,082 | $240K |
| Mission Wealth Management, LP | 0.01% | Add +2.7% | 9,785 | $233K |
| Jones Financial Companies LLLP | 0.00% | Add +97.4% | 9,709 | $231K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 9,691 | $231K |
| Prostatis Group LLC | 0.07% | Reduce -90.0% | 9,512 | $227K |
| CRA Financial Services, LLC | 0.04% | No change | 9,450 | $225K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,294 | $222K |
| Brown Advisory Inc. | 0.00% | No change | 9,195 | $219K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.5% | 8,836 | $211K |
| Sugar Maple Asset Management, LLC | 0.14% | Reduce -25.8% | 7,624 | $182K |
| Castleview Partners, LLC | 0.10% | New | 7,441 | $180K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -9.1% | 7,113 | $168K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | New | 6,291 | $150K |
| Clearstead Advisors, LLC | 0.00% | Reduce -6.5% | 5,715 | $136K |
| MAI Capital Management | 0.00% | New | 5,397 | $129K |
| IFP Advisors, Inc | 0.00% | Reduce -58.7% | 5,186 | $124K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 4,832 | $115K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $108K |
| Nova Wealth Management, Inc. | 0.09% | — | 4,478 | $107K |
| Comerica Bank | 0.00% | Add +2.0% | 4,079 | $97K |
| Bray Capital Advisors | 0.02% | No change | 3,573 | $85K |
| Franklin Resources Inc. | 0.00% | No change | 3,565 | $85K |
| AE Wealth Management LLC | 0.00% | Reduce -96.7% | 3,457 | $82K |
| Accredited Wealth Management, LLC | 0.06% | — | 2,681 | $64K |
| Pathway Financial Advisers, LLC | 0.02% | Add +1.0% | 2,310 | $55K |
| Capital Analysts, LLC | 0.00% | New | 2,118 | $50K |
| Larson Financial Group LLC | 0.00% | Add +6248.5% | 2,095 | $50K |
| Kestra Investment Management, LLC | 0.00% | New | 1,643 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +3140.9% | 1,426 | $34K |
| Allworth Financial LP | 0.00% | Add +12.7% | 1,225 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +160.0% | 1,300 | $31K |
| Bernard Wealth Management Corp. | 0.01% | — | 1,263 | $30K |
| Creekmur Asset Management LLC | 0.01% | Add +0.5% | 1,205 | $29K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $29K |
| Eastern Bank | 0.00% | No change | 1,133 | $27K |
| New Wave Wealth Advisors LLC | 0.01% | New | 1,131 | $27K |
| Spire Wealth Management | 0.00% | Reduce -10.6% | 1,063 | $25K |
| Fifth Third Bancorp | 0.00% | No change | 1,000 | $24K |
| Archer Investment Corp | 0.01% | Add +52.3% | 996 | $24K |
| Avion Wealth | 0.00% | New | 798 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 739 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Add +25.7% | 729 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 640 | $15K |
| Founders Capital Management | 0.01% | No change | 593 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | Add +537.9% | 555 | $14K |
| HighMark Wealth Management LLC | 0.01% | Add +163.0% | 526 | $13K |
| Pflug Koory, LLC | 0.00% | No change | 490 | $12K |
| Mountain Hill Investment Partners Corp. | 0.01% | — | 484 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.1% | 479 | $11K |
| National Bank of Canada | 0.00% | Add +1.6% | 387 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 386 | $9K |
| PMV Capital Advisers, LLC | 0.02% | — | 382 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 373 | $9K |
| Addison Advisors LLC | 0.00% | No change | 353 | $8K |
| Element Wealth, LLC | 0.00% | Add +0.6% | 341 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +100.0% | 300 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 332 | $8K |
| Avior Wealth Management, LLC | 0.00% | New | 310 | $7K |
| Bank of New Hampshire | 0.00% | No change | 279 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -21.6% | 239 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 225 | $5K |
| Raffa Wealth Management, LLC | 0.00% | New | 219 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $5K |
| Asset Dedication, LLC | 0.00% | New | 208 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 191 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 120 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 110 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 100 | $2K |
| Sandy Spring Bank | 0.00% | No change | 100 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 77 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | — | 76 | $2K |
| Bank of Montreal | 0.00% | No change | 70 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 65 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | — | 50 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $1K |
| Activest Wealth Management | 0.00% | No change | 38 | $907 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -45.6% | 31 | $739 |
| High Note Wealth, LLC | 0.00% | New | 15 | $358 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 10 | $238 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $238 |
| Qube Research & Technologies Ltd | 0.00% | New | 7 | $167 |
| Lanark Financial, Inc. | 0.01% | — | 5 | $123 |
| Decker Retirement Planning Inc. | 0.00% | — | 4 | $95 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.