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 |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -39.3% | 18,732 | $479K |
| Core Wealth Partners LLC | 0.28% | Reduce -6.5% | 18,547 | $474K |
| AA Financial Advisors, LLC | 0.11% | Add +4.9% | 18,339 | $469K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 18,081 | $462K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -4.5% | 17,655 | $451K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.4% | 17,491 | $447K |
| Flow Traders U.S. LLC | 0.02% | New | 17,165 | $439K |
| CAP Partners, LLC | 0.31% | Reduce -5.5% | 16,534 | $422K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.3% | 16,234 | $415K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -3.0% | 14,707 | $376K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -1.8% | 14,659 | $371K |
| LJI Wealth Management, LLC | 0.07% | Reduce -0.0% | 14,499 | $370K |
| Summit Financial, LLC | 0.01% | Reduce -0.2% | 13,348 | $341K |
| Lifeworks Advisors, LLC | 0.06% | Add +5.8% | 13,338 | $341K |
| HRT Financial LP | 0.00% | Reduce -23.8% | 13,077 | $334K |
| Fischer Financial Services, Inc. | 0.11% | Add +0.0% | 12,984 | $332K |
| Sweeney & Michel, LLC | 0.14% | — | 15,808 | $329K |
| TrueWealth Advisors, LLC | 0.11% | No change | 12,712 | $325K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 12,525 | $320K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.2% | 12,440 | $318K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $307K |
| Fee-Only Financial Planning, L.C. | 0.21% | No change | 11,815 | $302K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $301K |
| Wilkins Miller Wealth Management, LLC | 0.22% | Reduce -11.8% | 11,702 | $299K |
| Court Place Advisors, LLC | 0.10% | Reduce -7.9% | 11,669 | $298K |
| Brookstone Capital Management | 0.00% | Reduce -12.7% | 11,539 | $295K |
| Jones Financial Companies LLLP | 0.00% | Add +18.7% | 11,523 | $291K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 11,394 | $291K |
| Meridian Wealth Management, LLC | 0.01% | Add +5.3% | 11,045 | $282K |
| WealthTrust Axiom LLC | 0.08% | Add +2.9% | 10,500 | $268K |
| Able Wealth Management LLC | 0.15% | Reduce -28.8% | 10,210 | $261K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.5% | 9,635 | $246K |
| CRA Financial Services, LLC | 0.04% | Add +1.3% | 9,575 | $245K |
| Investmark Advisory Group LLC | 0.12% | Reduce -5.5% | 9,532 | $244K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -12.3% | 9,409 | $240K |
| Equitable Holdings, Inc. | 0.00% | Reduce -22.4% | 9,406 | $240K |
| MML Investors Services, LLC | 0.00% | Reduce -23.0% | 9,257 | $237K |
| Mercer Global Advisors Inc. | 0.00% | New | 9,271 | $237K |
| Two Sigma Securities, LLC | 0.04% | Reduce -42.6% | 9,107 | $233K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.7% | 8,894 | $227K |
| RFG Advisory, LLC | 0.01% | Reduce -48.9% | 8,590 | $219K |
| Certified Advisory Corp | 0.02% | New | 8,504 | $217K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.1% | 8,301 | $212K |
| Delta Financial Group, Inc. | 0.05% | New | 8,325 | $212K |
| National Wealth Management Group, LLC | 0.14% | New | 8,167 | $209K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,144 | $208K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,144 | $208K |
| Elm3 Financial Group, LLC | 0.18% | New | 7,846 | $200K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 6,291 | $161K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,715 | $146K |
| MAI Capital Management | 0.00% | No change | 5,397 | $138K |
| Lanark Financial, Inc. | 0.01% | — | 5,193 | $132K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 4,835 | $124K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $116K |
| IFP Advisors, Inc | 0.00% | Reduce -13.0% | 4,513 | $115K |
| Comerica Bank | 0.00% | Reduce -3.0% | 3,958 | $101K |
| Columbia River Financial Group, LLC | 0.06% | New | 3,756 | $95K |
| Franklin Resources Inc. | 0.00% | No change | 3,565 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 3,466 | $89K |
| Accredited Wealth Management, LLC | 0.06% | Add +9.3% | 2,930 | $75K |
| Nova Wealth Management, Inc. | 0.05% | Reduce -48.7% | 2,296 | $59K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 2,099 | $54K |
| CX Institutional | 0.00% | New | 1,863 | $48K |
| Fifth Third Bancorp | 0.00% | Add +82.1% | 1,821 | $47K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,501 | $38K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1134.5% | 1,358 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,300 | $33K |
| Bernard Wealth Management Corp. | 0.02% | No change | 1,263 | $32K |
| Creekmur Asset Management LLC | 0.01% | Add +0.6% | 1,212 | $31K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $31K |
| Spire Wealth Management | 0.00% | Add +9.2% | 1,161 | $30K |
| Eastern Bank | 0.00% | No change | 1,133 | $29K |
| Allworth Financial LP | 0.00% | Add +1.6% | 1,244 | $28K |
| Archer Investment Corp | 0.01% | Reduce -4.7% | 949 | $24K |
| Chilton Capital Management LLC | 0.00% | New | 913 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +70.2% | 815 | $21K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 805 | $21K |
| Avion Wealth | 0.00% | No change | 798 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 739 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.6% | 710 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $18K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 645 | $16K |
| Founders Capital Management | 0.01% | No change | 593 | $15K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 540 | $14K |
| HighMark Wealth Management LLC | 0.01% | Reduce -4.9% | 500 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | New | 500 | $13K |
| Pflug Koory, LLC | 0.01% | No change | 490 | $13K |
| Mountain Hill Investment Partners Corp. | 0.01% | Add +0.8% | 488 | $12K |
| Rossby Financial, LCC | 0.00% | New | 474 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 386 | $10K |
| National Bank of Canada | 0.00% | Reduce -2.3% | 378 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 376 | $10K |
| Addison Advisors LLC | 0.00% | No change | 353 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 332 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $8K |
| Bank of New Hampshire | 0.00% | No change | 279 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 208 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 191 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 182 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 120 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Add +1485.7% | 111 | $3K |
| Vision Financial Markets LLC | 0.00% | New | 101 | $3K |
| Sandy Spring Bank | 0.00% | No change | 100 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 100 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 77 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 76 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -84.1% | 88 | $2K |
| Bank of Montreal | 0.00% | No change | 70 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 65 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 65 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $1K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -12.0% | 44 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 42 | $1K |
| Activest Wealth Management | 0.00% | No change | 38 | $977 |
| Farther Finance Advisors, LLC | 0.00% | No change | 31 | $796 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $256 |
| Kiker Wealth Management, LLC | 0.00% | New | 3 | $79 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.