Fidelity MSCI Energy IndexFENYETF
13F holders, Q2 2025 (June 30)203holders −17
20new positions
35sold out
2famous investors
$22.85avg. 13F price*
At the end of Q2 2025, 203 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, down 17 from Q1 2025. 20 opened new positions and 35 sold out. The largest holders were Lido Advisors, LLC ($36.6M), Commonwealth Equity Services, LLC ($33.3M) and Envestnet Asset Management Inc. ($28.7M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $16.1M |
| Exits | 35 | $13.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,976,152 shares bought and 7,445,003 shares sold, net −3,468,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Lido Advisors, LLC | 0.19% | Add +4.3% | 1,561,825 | $36.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.7% | 1,421,526 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +427.5% | 1,222,648 | $28.7M |
| Agf Management Ltd. | 0.10% | Add +6.8% | 897,920 | $21.1M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 774,486 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -27.0% | 745,905 | $17.5M |
| Yarbrough Capital, LLC | 0.60% | No change | 711,695 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -15.6% | 620,754 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Add +111011.1% | 600,000 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 465,306 | $10.9M |
| Cetera Investment Advisers | 0.02% | Add +406.7% | 425,794 | $10.0M |
| Cutler Capital Management, LLC | 2.71% | Add +2.7% | 270,509 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +21.4% | 267,576 | $6.3M |
| Quadrature Capital Ltd | 0.11% | Add +392.2% | 267,554 | $6.3M |
| Tudor Investment Corporation | 0.05% | New | 255,728 | $6.0M |
| Guerra Advisors Inc | 2.79% | Add +59.0% | 252,077 | $5.9M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 225,072 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +1.8% | 219,528 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -37.2% | 207,210 | $4.9M |
| Bank of America Corp. | 0.00% | Add +3.7% | 205,460 | $4.8M |
| Eley Financial Management, Inc | 1.57% | Reduce -0.6% | 174,591 | $4.1M |
| KCM Investment Advisors LLC | 0.14% | Reduce -3.5% | 173,293 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +12.9% | 171,746 | $4.0M |
| Financial Partners Group, Inc | 0.54% | Reduce -22.9% | 165,951 | $3.9M |
| Traynor Capital Management, Inc. | 0.27% | Reduce -12.4% | 160,093 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +3.5% | 157,595 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +201.4% | 150,940 | $3.5M |
| Composition Wealth, LLC | 0.06% | Add +10.6% | 140,714 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | New | 135,347 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.8% | 126,908 | $3.0M |
| Sunbelt Securities, Inc. | 0.23% | Add +36.9% | 107,370 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +571.6% | 109,025 | $2.6M |
| Jacobi Capital Management LLC | 0.17% | Add +0.7% | 108,231 | $2.5M |
| Yoder Wealth Management, Inc. | 1.32% | Add +2.8% | 107,851 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +12.1% | 107,820 | $2.5M |
| Trail Ridge Investment Advisors, LLC | 1.21% | Reduce -5.6% | 104,491 | $2.5M |
| Maltin Wealth Management, Inc. | 1.11% | Add +6.3% | 105,128 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 105,054 | $2.5M |
| Park Avenue Securities LLC | 0.02% | New | 102,600 | $2.4M |
| Maxele Advisors, LLC | 2.08% | Reduce -2.7% | 101,601 | $2.4M |
| Wealth Quarterback LLC | 0.90% | Reduce -10.1% | 80,779 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -22.4% | 79,560 | $1.9M |
| UBS Group AG | 0.00% | Reduce -75.2% | 74,981 | $1.8M |
| FMR LLC | 0.00% | Reduce -98.7% | 74,017 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 73,598 | $1.7M |
| Aspetuck Financial Management LLC | 1.23% | Reduce -0.5% | 69,486 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -21.0% | 66,343 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +2.3% | 64,860 | $1.5M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -8.7% | 58,568 | $1.4M |
| Financial Perspectives, Inc | 0.40% | Add +4.2% | 57,116 | $1.3M |
| Heck Capital Advisors, LLC | 0.11% | Add +145.9% | 56,482 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 55,665 | $1.3M |
| Tidal Investments LLC | 0.01% | New | 54,669 | $1.3M |
| Lynch & Associates | 0.26% | Add +2.4% | 54,505 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -77.1% | 52,495 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.45% | Reduce -1.4% | 49,807 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -5.9% | 49,468 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +5.6% | 49,448 | $1.2M |
| Full Sail Capital, LLC | 0.07% | Add +24.6% | 48,673 | $1.1M |
| Smith Salley Wealth Management | 0.07% | Add +0.6% | 48,442 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.1% | 46,257 | $1.1M |
| EPG Wealth Management LLC | 0.32% | Reduce -2.8% | 45,532 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 43,821 | $1.0M |
| Sheets Smith Wealth Management | 0.11% | No change | 40,994 | $961K |
| Parsons Capital Management Inc. | 0.06% | Add +0.2% | 40,774 | $956K |
| VCI Wealth Management LLC | 0.33% | Add +11.6% | 40,728 | $955K |
| D.A. Davidson & Co. | 0.01% | Reduce -9.4% | 40,600 | $952K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -21.9% | 40,425 | $948K |
| CW Advisors, LLC | 0.01% | Add +22.4% | 40,047 | $939K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -16.1% | 36,596 | $880K |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 33,543 | $787K |
| Bravias Capital Group, LLC | 0.55% | Add +9.5% | 32,037 | $751K |
| Citigroup Inc. | 0.00% | Reduce -3.5% | 31,625 | $742K |
| Vicus Capital | 0.06% | Add +0.7% | 31,056 | $728K |
| Creative Planning | 0.00% | Add +0.9% | 30,700 | $720K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.2% | 29,610 | $694K |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 28,991 | $681K |
| Financial Freedom, LLC | 0.35% | Add +0.9% | 27,958 | $656K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -7.6% | 27,223 | $638K |
| American National Bank & Trust | 0.07% | Add +2.6% | 27,115 | $636K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.9% | 26,898 | $631K |
| Prairie Wealth Advisors, Inc. | 0.27% | Reduce -1.0% | 26,685 | $626K |
| Bank of Marin | 0.47% | Reduce -3.0% | 26,653 | $625K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -13.4% | 26,151 | $613K |
| KDK Private Wealth Management, LLC | 0.63% | Reduce -2.7% | 25,237 | $592K |
| Roxbury Financial LLC | 0.56% | Reduce -24.4% | 24,607 | $577K |
| OneAscent Financial Services LLC | 0.04% | New | 23,737 | $557K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.4% | 23,137 | $556K |
| Principal Securities, Inc. | 0.01% | Reduce -7.6% | 23,483 | $551K |
| Valmark Advisers, Inc. | 0.01% | Add +1.8% | 23,440 | $550K |
| Cwm, LLC | 0.00% | Reduce -1.9% | 23,399 | $549K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -31.9% | 21,178 | $497K |
| Castleview Partners, LLC | 0.31% | Add +8.1% | 20,537 | $482K |
| Soundwatch Capital LLC | 0.08% | New | 482,182 | $476K |
| Strategic Advisors LLC | 0.09% | Reduce -1.3% | 19,832 | $465K |
| AA Financial Advisors, LLC | 0.10% | Add +4.3% | 19,118 | $448K |
| Sigma Planning Corp | 0.01% | Reduce -2.8% | 19,086 | $448K |
| Core Wealth Partners LLC | 0.22% | No change | 18,547 | $435K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -6.2% | 17,577 | $412K |
| Jones Financial Companies LLLP | 0.00% | Add +49.9% | 17,269 | $407K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -3.5% | 17,033 | $399K |
| CWA Asset Management Group, LLC | 0.02% | New | 16,452 | $386K |
| CAP Partners, LLC | 0.24% | Reduce -3.3% | 15,982 | $375K |
| Lifeworks Advisors, LLC | 0.06% | Add +18.9% | 15,856 | $372K |
| Sweeney & Michel, LLC | 0.13% | Reduce -6.1% | 14,839 | $365K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 14,659 | $344K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.1% | 14,152 | $332K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -5.0% | 13,966 | $327K |
| LJI Wealth Management, LLC | 0.06% | Reduce -5.0% | 13,770 | $323K |
| Harbour Investments, Inc. | 0.01% | Reduce -28.1% | 12,998 | $305K |
| Summit Financial, LLC | 0.01% | Reduce -4.9% | 12,698 | $298K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -1.5% | 12,527 | $294K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $282K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.5% | 12,000 | $281K |
| Fischer Financial Services, Inc. | 0.08% | Reduce -8.3% | 11,911 | $279K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,839 | $278K |
| Fee-Only Financial Planning, L.C. | 0.17% | No change | 11,815 | $277K |
| Wilkins Miller Wealth Management, LLC | 0.19% | Add +0.9% | 11,811 | $277K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $276K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -52.9% | 11,566 | $271K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 11,394 | $267K |
| Court Place Advisors, LLC | 0.08% | Reduce -4.5% | 11,149 | $261K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.5% | 10,993 | $258K |
| Primoris Wealth Advisors, LLC | 0.17% | New | 10,500 | $246K |
| WealthTrust Axiom LLC | 0.07% | No change | 10,500 | $246K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,281 | $241K |
| Mission Wealth Management, LP | 0.01% | Add +0.7% | 9,703 | $228K |
| CRA Financial Services, LLC | 0.03% | Reduce -1.3% | 9,450 | $222K |
| Investmark Advisory Group LLC | 0.10% | Reduce -1.0% | 9,435 | $221K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,409 | $221K |
| Brighton Jones LLC | 0.01% | New | 9,158 | $215K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.8% | 9,049 | $212K |
| MML Investors Services, LLC | 0.00% | Reduce -2.9% | 8,987 | $211K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.4% | 8,933 | $209K |
| Instrumental Wealth, LLC | 0.17% | New | 8,700 | $209K |
| LongView Wealth Management | 0.06% | New | 8,771 | $206K |
| Brookstone Capital Management | 0.00% | Reduce -24.5% | 8,707 | $204K |
| Captrust Financial Advisors | 0.00% | New | 8,634 | $202K |
| BCS Wealth Management | 0.04% | New | 8,603 | $202K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +909.3% | 8,226 | $193K |
| Farther Finance Advisors, LLC | 0.00% | Add +21935.5% | 6,831 | $160K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 6,291 | $148K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,715 | $134K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +310.8% | 5,579 | $131K |
| MAI Capital Management | 0.00% | No change | 5,397 | $127K |
| Qube Research & Technologies Ltd | 0.00% | Add +4601.8% | 5,219 | $122K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 4,838 | $113K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $106K |
| Accredited Wealth Management, LLC | 0.06% | Add +14.0% | 3,341 | $78K |
| Lanark Financial, Inc. | 0.01% | Reduce -42.8% | 2,972 | $69K |
| IFP Advisors, Inc | 0.00% | Reduce -37.5% | 2,822 | $66K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 2,105 | $49K |
| Kiker Wealth Management, LLC | 0.03% | Add +66833.3% | 2,008 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 1,821 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.1% | 1,639 | $38K |
| Comerica Bank | 0.00% | Reduce -59.5% | 1,603 | $38K |
| IMA Advisory Services, Inc. | 0.00% | No change | 1,501 | $35K |
| Global Retirement Partners, LLC | 0.00% | — | 1,475 | $35K |
| Bernard Wealth Management Corp. | 0.01% | No change | 1,263 | $30K |
| Allworth Financial LP | 0.00% | No change | 1,244 | $29K |
| Creekmur Asset Management LLC | 0.01% | Add +0.9% | 1,223 | $29K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $28K |
| Archer Investment Corp | 0.01% | Add +0.3% | 952 | $22K |
| Arax Advisory Partners | 0.00% | New | 775 | $18K |
| Avion Wealth | 0.00% | No change | 798 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $16K |
| National Bank of Canada | 0.00% | Add +83.1% | 692 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.9% | 651 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -18.0% | 606 | $14K |
| Founders Capital Management | 0.01% | No change | 593 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | New | 525 | $12K |
| HighMark Wealth Management LLC | 0.01% | No change | 500 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 500 | $12K |
| Mountain Hill Investment Partners Corp. | 0.01% | Add +0.8% | 492 | $12K |
| Pflug Koory, LLC | 0.01% | No change | 490 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 474 | $11K |
| Capital A Wealth Management, LLC | 0.11% | New | 421 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -42.3% | 410 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 386 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 379 | $9K |
| Addison Advisors LLC | 0.00% | No change | 353 | $8K |
| Glenmede Investment Management, LP | 0.00% | — | 353 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $7K |
| Spire Wealth Management | 0.00% | Reduce -74.5% | 296 | $7K |
| 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 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 102 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 100 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 89 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 77 | $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% | No change | 50 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $1K |
| CX Institutional | 0.00% | Reduce -97.9% | 39 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $985 |
| Activest Wealth Management | 0.00% | Add +2.6% | 39 | $903 |
| Sound Income Strategies, LLC | 0.00% | Add +250.0% | 35 | $821 |
| Nova Wealth Management, Inc. | 0.00% | Reduce -98.6% | 32 | $762 |
| Simplex Trading, LLC | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.