Fidelity MSCI Energy IndexFENYETF
13F holders, Q3 2025 (September 30)214holders +11
30new positions
12sold out
4famous investors
$24.73avg. 13F price*
At the end of Q3 2025, 214 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, up 11 from Q2 2025. 30 opened new positions and 12 sold out. The largest holders were Lido Advisors, LLC ($42.4M), Commonwealth Equity Services, LLC ($32.8M) and Agf Management Ltd. ($23.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity MSCI Energy Index
- CUSIP
- 316092402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $48.1M |
| Exits | 12 | $4.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,878,456 shares bought and 3,092,765 shares sold, net −214,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Lido Advisors, LLC | 0.18% | Add +9.7% | 1,713,695 | $42.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.8% | 1,325,295 | $32.8M |
| Agf Management Ltd. | 0.10% | Add +3.9% | 933,266 | $23.1M |
| LPL Financial LLC | 0.01% | Add +13.8% | 881,139 | $21.8M |
| HighTower Advisors, LLC | 0.02% | Add +0.9% | 752,617 | $18.6M |
| Yarbrough Capital, LLC | 0.55% | No change | 711,695 | $17.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.4% | 582,130 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -11.2% | 551,524 | $13.6M |
| Hilltop Wealth Advisors, LLC | 6.73% | New | 522,207 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 467,486 | $11.6M |
| Tower Research Capital LLC (TRC) | 0.30% | New | 441,631 | $10.9M |
| Quadrature Capital Ltd | 0.11% | Add +44.9% | 387,630 | $9.6M |
| Cetera Investment Advisers | 0.01% | Reduce -27.7% | 307,755 | $7.6M |
| Cutler Capital Management, LLC | 2.67% | Add +0.3% | 271,219 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +27.7% | 264,627 | $6.6M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 224,909 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.4% | 218,564 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 198,595 | $4.9M |
| Citadel Advisors | 0.00% | Add +191.9% | 193,663 | $4.8M |
| D. E. Shaw & Co. | 0.00% | New | 182,232 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.4% | 179,272 | $4.4M |
| Eley Financial Management, Inc | 1.58% | Add +1.6% | 177,456 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -36.4% | 170,153 | $4.2M |
| KCM Investment Advisors LLC | 0.13% | Reduce -3.0% | 168,149 | $4.2M |
| Renaissance Technologies | 0.01% | New | 161,600 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Add +2.1% | 160,896 | $4.0M |
| Traynor Capital Management, Inc. | 0.22% | Reduce -4.3% | 153,218 | $3.8M |
| Composition Wealth, LLC | 0.06% | Add +8.7% | 152,881 | $3.8M |
| Financial Partners Group, Inc | 0.44% | Reduce -14.7% | 141,508 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 126,557 | $3.1M |
| AE Wealth Management LLC | 0.02% | Add +10.9% | 119,553 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +8.4% | 118,235 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.2% | 117,818 | $2.9M |
| Yoder Wealth Management, Inc. | 1.30% | Add +3.3% | 111,441 | $2.8M |
| Maltin Wealth Management, Inc. | 1.11% | Add +2.8% | 108,061 | $2.7M |
| Jacobi Capital Management LLC | 0.16% | Reduce -1.8% | 106,236 | $2.6M |
| Trail Ridge Investment Advisors, LLC | 1.16% | Add +0.5% | 104,963 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 104,877 | $2.6M |
| Maxele Advisors, LLC | 2.09% | Reduce -3.6% | 97,987 | $2.4M |
| GTS Securities LLC | 0.09% | New | 95,971 | $2.4M |
| FMR LLC | 0.00% | Add +17.5% | 87,003 | $2.2M |
| Wealth Quarterback LLC | 0.82% | Add +6.1% | 85,731 | $2.1M |
| UBS Group AG | 0.00% | Add +10.1% | 82,565 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +537.8% | 80,983 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 78,867 | $1.9M |
| Syntax Research, Inc. | 1.22% | New | 76,986 | $1.9M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -28.8% | 76,471 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +64.3% | 75,980 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | New | 75,309 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 74,975 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +298.8% | 70,103 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +30.2% | 68,353 | $1.7M |
| Aspetuck Financial Management LLC | 1.15% | Reduce -2.2% | 67,943 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 65,005 | $1.6M |
| Guerra Advisors Inc | 0.59% | Reduce -74.5% | 64,180 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -22.4% | 61,754 | $1.5M |
| Lynch & Associates | 0.27% | Add +5.5% | 57,518 | $1.4M |
| Heck Capital Advisors, LLC | 0.11% | Add +0.3% | 56,652 | $1.4M |
| Financial Perspectives, Inc | 0.39% | Reduce -0.9% | 56,617 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +3.5% | 51,208 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -62.8% | 50,414 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +0.7% | 49,797 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.44% | Reduce -1.7% | 48,965 | $1.2M |
| Full Sail Capital, LLC | 0.07% | Reduce -0.1% | 48,624 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Reduce -0.6% | 48,171 | $1.2M |
| EPG Wealth Management LLC | 0.31% | Add +0.7% | 45,849 | $1.1M |
| Northern Trust Corp. | 0.00% | No change | 43,821 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 40,885 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Reduce -1.0% | 40,349 | $997K |
| Sheets Smith Wealth Management | 0.11% | Reduce -2.1% | 40,118 | $992K |
| VCI Wealth Management LLC | 0.29% | Reduce -6.2% | 38,207 | $944K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.7% | 37,715 | $932K |
| Park Avenue Securities LLC | 0.01% | Reduce -64.4% | 36,485 | $902K |
| Bravias Capital Group, LLC | 0.57% | Add +7.1% | 34,307 | $848K |
| Citigroup Inc. | 0.00% | Add +6.1% | 33,559 | $830K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.0% | 33,221 | $821K |
| Perigon Wealth Management, LLC | 0.02% | New | 33,122 | $819K |
| XTX Topco Ltd | 0.04% | New | 33,016 | $816K |
| Vicus Capital | 0.06% | Add +0.6% | 31,244 | $772K |
| Creative Planning | 0.00% | Reduce -3.6% | 29,601 | $732K |
| HRT Financial LP | 0.00% | New | 29,367 | $725K |
| Financial Freedom, LLC | 0.35% | Add +0.8% | 28,183 | $697K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.8% | 27,710 | $685K |
| OneAscent Financial Services LLC | 0.05% | Add +16.6% | 27,682 | $684K |
| Susquehanna International Group, LLP | 0.00% | Add +88.5% | 26,684 | $660K |
| Bank of Marin | 0.46% | Reduce -1.5% | 26,249 | $649K |
| Qube Research & Technologies Ltd | 0.00% | Add +394.6% | 25,813 | $638K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.8% | 25,429 | $629K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.0% | 25,004 | $618K |
| KDK Private Wealth Management, LLC | 0.62% | Reduce -2.6% | 24,589 | $608K |
| Principal Securities, Inc. | 0.01% | Add +2.4% | 24,035 | $594K |
| Roxbury Financial LLC | 0.54% | Reduce -3.3% | 23,798 | $588K |
| Valmark Advisers, Inc. | 0.01% | Add +1.3% | 23,743 | $587K |
| American National Bank & Trust | 0.06% | Reduce -14.6% | 23,160 | $573K |
| Two Sigma Securities, LLC | 0.08% | New | 22,664 | $560K |
| Castleview Partners, LLC | 0.30% | Add +8.6% | 22,310 | $552K |
| Tudor Investment Corporation | 0.00% | Reduce -91.8% | 21,078 | $521K |
| AA Financial Advisors, LLC | 0.10% | Add +7.0% | 20,462 | $506K |
| Truist Financial Corp. | 0.00% | Reduce -30.5% | 20,158 | $498K |
| Prairie Wealth Advisors, Inc. | 0.20% | Reduce -26.2% | 19,700 | $487K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.4% | 19,118 | $475K |
| Sigma Planning Corp | 0.01% | Reduce -0.5% | 18,983 | $469K |
| Core Wealth Partners LLC | 0.21% | No change | 18,547 | $458K |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 17,395 | $443K |
| Strategic Advisors LLC | 0.07% | Reduce -13.4% | 17,179 | $425K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.1% | 17,042 | $421K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.6% | 16,556 | $409K |
| Sweeney & Michel, LLC | 0.13% | Add +13.8% | 16,882 | $399K |
| CAP Partners, LLC | 0.22% | Reduce -0.6% | 15,885 | $393K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 15,623 | $386K |
| Cwm, LLC | 0.00% | Reduce -34.6% | 15,303 | $378K |
| Wilkins Miller Wealth Management, LLC | 0.23% | Add +25.7% | 14,842 | $367K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 14,660 | $362K |
| Farther Finance Advisors, LLC | 0.01% | Add +107.0% | 14,143 | $350K |
| Harbour Investments, Inc. | 0.01% | Add +4.8% | 13,615 | $337K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -77.3% | 13,288 | $328K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -1.1% | 12,383 | $306K |
| LJI Wealth Management, LLC | 0.05% | Reduce -11.6% | 12,170 | $301K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -13.1% | 12,135 | $300K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $297K |
| Fee-Only Financial Planning, L.C. | 0.17% | No change | 11,815 | $292K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $291K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 11,394 | $282K |
| Court Place Advisors, LLC | 0.08% | No change | 11,149 | $276K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.5% | 10,865 | $269K |
| Fischer Financial Services, Inc. | 0.07% | Reduce -9.6% | 10,764 | $266K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.5% | 10,605 | $262K |
| WealthTrust Axiom LLC | 0.07% | No change | 10,500 | $260K |
| Mutual Advisors, LLC | 0.01% | New | 10,365 | $256K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,044 | $248K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -37.5% | 9,910 | $245K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -5.0% | 9,766 | $241K |
| Mission Wealth Management, LP | 0.00% | Add +0.6% | 9,764 | $241K |
| CRA Financial Services, LLC | 0.03% | No change | 9,450 | $234K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,409 | $233K |
| Gateway Wealth Partners, LLC | 0.03% | New | 9,334 | $231K |
| Primoris Wealth Advisors, LLC | 0.15% | Reduce -11.9% | 9,250 | $229K |
| Brighton Jones LLC | 0.01% | Reduce -0.0% | 9,154 | $226K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -57.1% | 9,094 | $225K |
| Investmark Advisory Group LLC | 0.10% | Reduce -5.3% | 8,934 | $221K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -0.2% | 8,915 | $220K |
| LongView Wealth Management | 0.06% | Add +0.5% | 8,814 | $218K |
| Smith Shellnut Wilson LLC | 0.08% | New | 8,805 | $218K |
| BCS Wealth Management | 0.05% | No change | 8,603 | $213K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -16.4% | 6,880 | $170K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 6,291 | $156K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,715 | $141K |
| Accredited Wealth Management, LLC | 0.10% | Reduce -98.7% | 42 | $140K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,579 | $138K |
| MAI Capital Management | 0.00% | No change | 5,397 | $133K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.5% | 4,717 | $117K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $112K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 3,669 | $91K |
| Atlantic Union Bankshares Corp | 0.00% | Add +2557.0% | 2,657 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -7.0% | 2,626 | $65K |
| Larson Financial Group LLC | 0.00% | Add +14.2% | 2,404 | $59K |
| Lanark Financial, Inc. | 0.00% | Reduce -24.8% | 2,236 | $55K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,169 | $54K |
| Pathway Financial Advisers, LLC | 0.02% | New | 2,096 | $52K |
| Allworth Financial LP | 0.00% | Add +40.3% | 1,745 | $43K |
| Comerica Bank | 0.00% | No change | 1,603 | $40K |
| IMA Advisory Services, Inc. | 0.00% | No change | 1,501 | $37K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 1,486 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.7% | 1,300 | $32K |
| Bernard Wealth Management Corp. | 0.01% | No change | 1,263 | $31K |
| Creekmur Asset Management LLC | 0.01% | Add +0.7% | 1,232 | $30K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $30K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,004 | $25K |
| Fifth Third Bancorp | 0.00% | Reduce -45.1% | 1,000 | $25K |
| Arax Advisory Partners | 0.00% | No change | 775 | $19K |
| Avion Wealth | 0.00% | No change | 798 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $17K |
| Evolution Wealth Management Inc. | 0.02% | New | 686 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 656 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 606 | $15K |
| Archer Investment Corp | 0.00% | Reduce -36.5% | 604 | $15K |
| Founders Capital Management | 0.01% | No change | 593 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 525 | $13K |
| National Bank of Canada | 0.00% | Reduce -27.2% | 504 | $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% | 496 | $12K |
| Pflug Koory, LLC | 0.01% | No change | 490 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 474 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | New | 446 | $11K |
| Spire Wealth Management | 0.00% | Add +40.9% | 417 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 410 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 382 | $9K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 367 | $9K |
| Addison Advisors LLC | 0.00% | No change | 353 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +294.4% | 351 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $7K |
| Bank of New Hampshire | 0.00% | No change | 279 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 220 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 208 | $5K |
| Group One Trading LLC | 0.00% | New | 200 | $5K |
| Blue Trust, Inc. | 0.00% | New | 200 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 191 | $5K |
| Roble, Belko & Company, Inc | 0.00% | New | 168 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 103 | $3K |
| 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 |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | New | 41 | $1K |
| CX Institutional | 0.00% | Reduce -2.6% | 38 | $1K |
| Activest Wealth Management | 0.00% | Reduce -43.6% | 22 | $552 |
| Sound Income Strategies, LLC | 0.00% | Reduce -71.4% | 10 | $244 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 9 | $222 |
| Root Financial Partners, LLC | 0.00% | New | 4 | $99 |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.