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 |
| MAI Capital Management | 0.00% | Add +211.9% | 16,836 | $417K |
| CWA Asset Management Group, LLC | 0.01% | No change | 16,556 | $410K |
| Atlas Capital Advisors Inc. | 0.04% | — | 15,999 | $396K |
| CAP Partners, LLC | 0.22% | Reduce -0.9% | 15,741 | $390K |
| Wilkins Miller Wealth Management, LLC | 0.23% | Add +5.9% | 15,721 | $389K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.8% | 15,671 | $388K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +5.6% | 15,477 | $383K |
| Jacobs Equity LLC | 0.36% | — | 15,092 | $374K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 14,419 | $357K |
| Harbour Investments, Inc. | 0.01% | Add +4.8% | 14,265 | $353K |
| Elevation Wealth Management LLC | 0.33% | — | 13,854 | $343K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -0.3% | 13,245 | $328K |
| Cedarwood Wealth LLC | 0.36% | — | 11,756 | $321K |
| LJI Wealth Management, LLC | 0.05% | No change | 12,170 | $301K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -2.4% | 12,086 | $299K |
| Fiduciary Trust Co | 0.00% | No change | 12,010 | $297K |
| Fee-Only Financial Planning, L.C. | 0.17% | No change | 11,815 | $293K |
| Point72 Asset Management | 0.00% | New | 11,806 | $292K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 11,765 | $291K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -4.0% | 11,646 | $288K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 11,394 | $282K |
| Jane Street Group, LLC | 0.00% | Reduce -91.2% | 11,175 | $277K |
| Truist Financial Corp. | 0.00% | Reduce -47.2% | 10,643 | $264K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.0% | 10,609 | $263K |
| WealthTrust Axiom LLC | 0.07% | Reduce -1.4% | 10,350 | $256K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.8% | 10,337 | $256K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.5% | 10,209 | $253K |
| Instrumental Wealth, LLC | 0.15% | New | 7,981 | $243K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 9,821 | $243K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -1.9% | 9,724 | $241K |
| LongView Wealth Management | 0.06% | Add +5.0% | 9,256 | $237K |
| Equitable Holdings, Inc. | 0.00% | New | 9,429 | $234K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 9,409 | $233K |
| CRA Financial Services, LLC | 0.03% | Reduce -1.3% | 9,325 | $231K |
| Investmark Advisory Group LLC | 0.09% | Add +0.4% | 8,971 | $222K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.4% | 8,948 | $222K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.8% | 8,861 | $219K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.7% | 8,722 | $216K |
| Fischer Financial Services, Inc. | 0.06% | Reduce -19.6% | 8,650 | $214K |
| Smith Shellnut Wilson LLC | 0.08% | Reduce -2.3% | 8,605 | $213K |
| VCI Wealth Management LLC | 0.06% | Reduce -78.0% | 8,397 | $208K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +79.2% | 6,576 | $163K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 6,291 | $156K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,715 | $142K |
| CX Institutional | 0.00% | Add +13165.8% | 5,041 | $125K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 4,720 | $117K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.3% | 4,556 | $113K |
| LRI Investments, LLC | 0.01% | No change | 4,536 | $112K |
| MCF Advisors LLC | 0.01% | New | 4,242 | $105K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -46.2% | 3,701 | $92K |
| Motiv8 Investments LLC | 0.05% | New | 3,413 | $85K |
| RMG Wealth Management LLC | 0.01% | New | 890 | $82K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,657 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 2,570 | $64K |
| Nvest Wealth Strategies, Inc. | 0.05% | — | 2,500 | $62K |
| Lanark Financial, Inc. | 0.00% | Add +0.2% | 2,240 | $56K |
| Larson Financial Group LLC | 0.00% | Reduce -12.1% | 2,114 | $52K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 1,964 | $49K |
| Comerica Bank | 0.00% | No change | 1,603 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 1,527 | $38K |
| IMA Advisory Services, Inc. | 0.00% | No change | 1,501 | $37K |
| Align Financial, LLC | 0.02% | — | 35,793 | $36K |
| SageView Advisory Group, LLC | 0.00% | New | 1,400 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,300 | $32K |
| Planning Project LLC | 0.01% | — | 1,272 | $32K |
| Bernard Wealth Management Corp. | 0.01% | No change | 1,263 | $31K |
| Principia Wealth Advisory, LLC | 0.02% | Add +2961.0% | 1,255 | $31K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,200 | $30K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,004 | $25K |
| Fifth Third Bancorp | 0.00% | No change | 1,000 | $25K |
| Deutsche Bank AG | 0.00% | New | 997 | $25K |
| Signature Equity Partners, LLC | 0.01% | — | 883 | $22K |
| Avion Wealth | 0.00% | No change | 798 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 701 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -13.0% | 674 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 670 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.8% | 661 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 606 | $15K |
| Archer Investment Corp | 0.00% | No change | 604 | $15K |
| Allworth Financial LP | 0.00% | Reduce -65.6% | 600 | $15K |
| Founders Capital Management | 0.01% | No change | 593 | $15K |
| 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% | 500 | $12K |
| Pflug Koory, LLC | 0.01% | No change | 490 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 411 | $10K |
| Atomic Invest LLC | 0.01% | — | 405 | $10K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 407 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 385 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 367 | $9K |
| Addison Advisors LLC | 0.00% | No change | 353 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 351 | $9K |
| Rossby Financial, LCC | 0.00% | Reduce -31.6% | 324 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $7K |
| Bank of New Hampshire | 0.00% | No change | 279 | $7K |
| Decker Retirement Planning Inc. | 0.00% | New | 265 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 249 | $6K |
| Spire Wealth Management | 0.00% | Reduce -42.0% | 242 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 209 | $5K |
| NorthAvenue LLC | 0.00% | — | 208 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 208 | $5K |
| Group One Trading LLC | 0.00% | No change | 200 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 191 | $5K |
| Roble, Belko & Company, Inc | 0.00% | No change | 168 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -71.0% | 152 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 151 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 104 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $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 |
| Assetmark, Inc. | 0.00% | New | 50 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $1K |
| Bullock Wealth Management Group | 0.00% | — | 38 | $934 |
| Activest Wealth Management | 0.00% | No change | 22 | $556 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 20 | $495 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $265 |
| Root Financial Partners, LLC | 0.00% | No change | 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.