Fidelity MSCI Energy IndexFENYETF
13F holders, Q1 2025 (March 31)220holders −4
27new positions
29sold out
2famous investors
$25.54avg. 13F price*
At the end of Q1 2025, 220 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, down 4 from Q4 2024. 27 opened new positions and 29 sold out. The largest holders were FMR LLC ($142.8M), Commonwealth Equity Services, LLC ($38.9M) and Lido Advisors, LLC ($38.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $10.0M |
| Exits | 29 | $8.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,252,991 shares bought and 1,607,462 shares sold, net −354,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| FMR LLC | 0.01% | Add +0.1% | 5,589,595 | $142.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.5% | 1,523,883 | $38.9M |
| Lido Advisors, LLC | 0.23% | Reduce -9.9% | 1,497,374 | $38.3M |
| HighTower Advisors, LLC | 0.04% | Add +1.8% | 1,022,058 | $26.1M |
| Agf Management Ltd. | 0.11% | Add +2.7% | 840,702 | $21.5M |
| LPL Financial LLC | 0.01% | Add +10.6% | 789,319 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.8% | 735,256 | $18.8M |
| Yarbrough Capital, LLC | 0.78% | No change | 711,695 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -22.8% | 515,280 | $13.2M |
| Osaic Holdings, Inc. | 0.02% | Add +91.3% | 329,982 | $8.4M |
| UBS Group AG | 0.00% | Add +4.5% | 302,447 | $7.7M |
| Cutler Capital Management, LLC | 2.99% | Reduce -0.1% | 263,510 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.9% | 231,768 | $5.9M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 229,433 | $5.9M |
| Advisory Services Network, LLC | 0.11% | Add +3.6% | 228,936 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.6% | 220,453 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Add +312.1% | 215,603 | $5.5M |
| Financial Partners Group, Inc | 0.85% | Reduce -3.7% | 215,137 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -13.2% | 198,113 | $5.1M |
| Traynor Capital Management, Inc. | 0.40% | Reduce -2.5% | 182,661 | $4.7M |
| KCM Investment Advisors LLC | 0.17% | Reduce -3.0% | 179,584 | $4.6M |
| Eley Financial Management, Inc | 1.81% | Add +0.1% | 175,572 | $4.5M |
| Guerra Advisors Inc | 2.27% | New | 158,585 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -38.6% | 152,193 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 152,134 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.4% | 133,304 | $3.4M |
| Composition Wealth, LLC | 0.07% | Add +7.5% | 127,230 | $3.3M |
| Trail Ridge Investment Advisors, LLC | 1.46% | Reduce -5.3% | 110,714 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -15.3% | 108,214 | $2.8M |
| Jacobi Capital Management LLC | 0.20% | Reduce -3.6% | 107,436 | $2.7M |
| Yoder Wealth Management, Inc. | 1.51% | Add +2.9% | 104,958 | $2.7M |
| Maxele Advisors, LLC | 2.58% | Add +0.0% | 104,399 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -13.5% | 102,461 | $2.6M |
| Maltin Wealth Management, Inc. | 1.19% | Add +13.3% | 98,925 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +2683.2% | 96,215 | $2.5M |
| Wealth Quarterback LLC | 1.29% | Reduce -46.3% | 89,873 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +197.0% | 84,276 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -38.7% | 84,027 | $2.1M |
| Citadel Advisors | 0.00% | Add +48.2% | 83,985 | $2.1M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -27.0% | 78,422 | $2.0M |
| Aspetuck Financial Management LLC | 1.54% | Add +0.3% | 69,861 | $1.8M |
| Renaissance Technologies | 0.00% | Add +27.9% | 68,400 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -10.3% | 64,154 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Reduce -3.8% | 63,374 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 63,247 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +16.9% | 62,708 | $1.6M |
| Financial Perspectives, Inc | 0.48% | Add +0.0% | 54,806 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +196.6% | 54,681 | $1.4M |
| Quadrature Capital Ltd | 0.03% | Reduce -33.1% | 54,362 | $1.4M |
| Lynch & Associates | 0.29% | Add +1.5% | 53,246 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +0.7% | 52,573 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -66.0% | 51,790 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.0% | 50,075 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 49,265 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +0.4% | 48,178 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.40% | No change | 50,514 | $1.2M |
| EPG Wealth Management LLC | 0.33% | Add +4.5% | 46,831 | $1.2M |
| Arkadios Wealth Advisors | 0.05% | New | 46,831 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 44,794 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 43,821 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +81.1% | 43,609 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -8.4% | 40,994 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Add +0.3% | 40,678 | $1.0M |
| Full Sail Capital, LLC | 0.06% | Reduce -1.6% | 39,060 | $998K |
| VCI Wealth Management LLC | 0.39% | Add +129.6% | 36,511 | $933K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -48.1% | 35,477 | $906K |
| Natixis Advisors, LLC | 0.00% | Add +0.0% | 33,510 | $856K |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 32,786 | $838K |
| CW Advisors, LLC | 0.01% | Add +114.0% | 32,710 | $835K |
| Roxbury Financial LLC | 0.79% | Reduce -3.5% | 32,561 | $812K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -0.1% | 31,469 | $804K |
| Integrated Advisors Network LLC | 0.04% | Reduce -34.5% | 31,025 | $793K |
| Vicus Capital | 0.07% | Add +1.7% | 30,848 | $788K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -3.9% | 31,088 | $779K |
| Creative Planning | 0.00% | Add +4.3% | 30,424 | $777K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.5% | 30,200 | $772K |
| Truist Financial Corp. | 0.00% | Add +4.0% | 29,977 | $766K |
| Inscription Capital, LLC | 0.13% | — | 29,473 | $762K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 29,557 | $755K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 29,473 | $753K |
| Bravias Capital Group, LLC | 0.61% | Reduce -3.3% | 29,261 | $748K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 28,283 | $723K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 28,107 | $718K |
| Financial Freedom, LLC | 0.41% | Add +0.7% | 27,708 | $708K |
| Bank of Marin | 0.89% | Reduce -5.8% | 27,487 | $702K |
| Prairie Wealth Advisors, Inc. | 0.34% | Reduce -2.9% | 26,960 | $689K |
| GWN Securities Inc. | 0.04% | New | 28,693 | $675K |
| American National Bank & Trust | 0.07% | Add +69.2% | 26,422 | $675K |
| KDK Private Wealth Management, LLC | 0.75% | Reduce -0.4% | 25,930 | $663K |
| Atlas Capital Advisors Inc. | 0.08% | Add +49.1% | 24,579 | $628K |
| Cwm, LLC | 0.00% | Add +118.3% | 23,859 | $610K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 25,405 | $606K |
| Pathstone Holdings, LLC | 0.00% | Add +9.2% | 23,507 | $600K |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.7% | 23,020 | $588K |
| Heck Capital Advisors, LLC | 0.07% | Reduce -69.7% | 22,966 | $587K |
| Visionary Wealth Advisors | 0.03% | Add +0.3% | 21,904 | $560K |
| Strategic Advisors LLC | 0.10% | Reduce -2.8% | 20,093 | $513K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.1% | 19,713 | $504K |
| Sigma Planning Corp | 0.02% | Reduce -22.8% | 19,644 | $502K |
| Castleview Partners, LLC | 0.33% | Add +155.3% | 18,999 | $485K |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.