Fidelity MSCI Energy IndexFENYETF
13F holders, Q4 2025 (December 31)220holders +6
19new positions
22sold out
3famous investors
$24.90avg. 13F price*
At the end of Q4 2025, 220 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, up 6 from Q3 2025. 19 opened new positions and 22 sold out. The largest holders were Lido Advisors, LLC ($42.4M), Commonwealth Equity Services, LLC ($31.9M) and LPL Financial LLC ($20.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Fidelity MSCI Energy Index
- CUSIP
- 316092402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.0M |
| Exits | 22 | $44.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,088,738 shares bought and 3,616,931 shares sold, net −2,528,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Lido Advisors, LLC | 0.17% | Add +0.2% | 1,717,024 | $42.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.9% | 1,286,484 | $31.9M |
| LPL Financial LLC | 0.01% | Reduce -6.3% | 826,014 | $20.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.0% | 715,015 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 620,568 | $15.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.2% | 539,430 | $13.4M |
| Hilltop Wealth Advisors, LLC | 6.64% | Add +2.3% | 534,019 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 455,869 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +3899900.0% | 351,000 | $8.7M |
| Cetera Investment Advisers | 0.01% | Add +7.5% | 330,985 | $8.2M |
| Cutler Capital Management, LLC | 2.52% | Add +1.4% | 275,160 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 260,413 | $6.5M |
| Morgan Stanley | 0.00% | Add +6.7% | 239,938 | $5.9M |
| Agf Management Ltd. | 0.03% | Reduce -74.8% | 234,786 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.3% | 217,802 | $5.4M |
| Bank of America Corp. | 0.00% | Add +3.9% | 206,360 | $5.1M |
| TBH Global Asset Management, LLC | 0.82% | New | 130,600 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +9.4% | 196,108 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.8% | 171,424 | $4.2M |
| Composition Wealth, LLC | 0.06% | Add +7.5% | 164,273 | $4.1M |
| Eley Financial Management, Inc | 1.43% | Reduce -9.3% | 160,865 | $4.0M |
| UBS Group AG | 0.00% | Add +89.9% | 156,794 | $3.9M |
| KCM Investment Advisors LLC | 0.12% | Reduce -7.3% | 155,912 | $3.9M |
| Traynor Capital Management, Inc. | 0.20% | Reduce -4.1% | 146,887 | $3.6M |
| AE Wealth Management LLC | 0.02% | Add +13.9% | 136,184 | $3.4M |
| Financial Partners Group, Inc | 0.38% | Reduce -18.9% | 114,786 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.6% | 127,704 | $3.2M |
| Yoder Wealth Management, Inc. | 1.37% | Add +9.4% | 121,884 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 118,530 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.3% | 117,916 | $2.9M |
| Maltin Wealth Management, Inc. | 1.10% | Add +3.1% | 111,366 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 110,700 | $2.7M |
| Trail Ridge Investment Advisors, LLC | 1.16% | Add +4.0% | 109,204 | $2.7M |
| Jacobi Capital Management LLC | 0.15% | Reduce -0.1% | 106,167 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -47.6% | 101,391 | $2.5M |
| FMR LLC | 0.00% | Add +6.1% | 92,272 | $2.3M |
| Maxele Advisors, LLC | 1.84% | Reduce -6.5% | 91,623 | $2.3M |
| Wealth Quarterback LLC | 0.81% | Add +5.8% | 90,698 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +37.9% | 89,670 | $2.2M |
| Syntax Research, Inc. | 1.24% | Add +5.4% | 81,150 | $2.0M |
| SageGuard Financial Group, LLC | 0.28% | — | 70,592 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 70,574 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -0.5% | 69,723 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +31.0% | 66,040 | $1.6M |
| Mariner, LLC | 0.00% | Add +2.3% | 63,184 | $1.6M |
| Aspetuck Financial Management LLC | 1.04% | Reduce -7.5% | 62,819 | $1.6M |
| Tudor Investment Corporation | 0.01% | Add +196.5% | 62,491 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +39.7% | 61,235 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -12.5% | 59,816 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.8% | 59,645 | $1.5M |
| Lynch & Associates | 0.28% | Add +2.8% | 59,139 | $1.5M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -24.0% | 58,124 | $1.4M |
| Financial Perspectives, Inc | 0.38% | Add +0.0% | 56,641 | $1.4M |
| Heck Capital Advisors, LLC | 0.10% | Reduce -1.7% | 55,667 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +93.2% | 51,556 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 50,831 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -88.7% | 49,842 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.3% | 49,132 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Reduce -0.3% | 48,042 | $1.2M |
| Headlands Technologies LLC | 0.09% | New | 45,436 | $1.1M |
| EPG Wealth Management LLC | 0.30% | Reduce -1.5% | 45,175 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +3.4% | 42,276 | $1.0M |
| Bravias Capital Group, LLC | 0.61% | Add +18.9% | 40,789 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | Reduce -0.3% | 40,249 | $997K |
| Glass Jacobson Investment Advisors llc | 0.36% | Reduce -18.0% | 40,141 | $994K |
| Sheets Smith Wealth Management | 0.11% | Reduce -2.3% | 39,193 | $971K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.2% | 38,827 | $962K |
| Park Avenue Securities LLC | 0.01% | Add +3.8% | 37,856 | $938K |
| EP Wealth Advisors, LLC | 0.00% | — | 34,344 | $851K |
| Natixis Advisors, LLC | 0.00% | Add +0.0% | 33,228 | $823K |
| Citigroup Inc. | 0.00% | Reduce -7.5% | 31,041 | $769K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 28,981 | $718K |
| Vicus Capital | 0.05% | Reduce -7.9% | 28,786 | $713K |
| Financial Freedom, LLC | 0.35% | Add +0.8% | 28,396 | $703K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 27,710 | $686K |
| HRT Financial LP | 0.00% | Reduce -5.8% | 27,661 | $685K |
| OneAscent Financial Services LLC | 0.06% | Reduce -0.8% | 27,449 | $680K |
| Two Sigma Securities, LLC | 0.09% | Add +18.7% | 26,907 | $666K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.0% | 26,184 | $661K |
| Bank of Marin | 0.45% | Add +0.1% | 26,261 | $650K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.8% | 25,876 | $641K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.7% | 25,431 | $630K |
| Creative Planning | 0.00% | Reduce -16.1% | 24,839 | $615K |
| KDK Private Wealth Management, LLC | 0.52% | Reduce -2.1% | 24,072 | $596K |
| Principal Securities, Inc. | 0.01% | Reduce -0.0% | 24,033 | $595K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.4% | 23,643 | $586K |
| Summit Financial, LLC | 0.01% | Reduce -71.3% | 23,242 | $576K |
| Flow Traders U.S. LLC | 0.02% | New | 23,004 | $570K |
| American National Bank & Trust | 0.05% | Reduce -0.9% | 22,949 | $568K |
| Sweeney & Michel, LLC | 0.16% | Add +8.2% | 18,266 | $555K |
| Roxbury Financial LLC | 0.48% | Reduce -9.3% | 21,591 | $535K |
| Castleview Partners, LLC | 0.26% | Reduce -4.5% | 21,309 | $528K |
| AA Financial Advisors, LLC | 0.10% | Add +3.1% | 21,099 | $523K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 19,959 | $494K |
| Core Wealth Partners LLC | 0.21% | No change | 18,547 | $459K |
| Jones Financial Companies LLLP | 0.00% | Add +5.5% | 18,343 | $454K |
| Sigma Planning Corp | 0.01% | Reduce -4.7% | 18,093 | $448K |
| BCS Wealth Management | 0.04% | Add +100.0% | 17,206 | $426K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +0.1% | 17,050 | $422K |
| Strategic Advisors LLC | 0.07% | Reduce -1.5% | 16,920 | $419K |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.