Fidelity MSCI Energy IndexFENYETF
13F holders, Q1 2026 (March 31)261holders +41
65new positions
19sold out
4famous investors
$34.04avg. 13F price*
At the end of Q1 2026, 261 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings, up 41 from Q4 2025. 65 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($81.8M), Lido Advisors, LLC ($59.7M) and BNP Paribas Financial Markets ($50.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $166.2M |
| Exits | 19 | $22.8M |
All 13F filers, Q4 2025 → Q1 2026: 9,758,479 shares bought and 1,458,435 shares sold, net +8,300,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Charles Schwab Investment Management Inc. | 0.01% | New | 2,403,629 | $81.8M |
| Lido Advisors, LLC | 0.24% | Add +2.3% | 1,755,925 | $59.7M |
| BNP Paribas Financial Markets | 0.03% | Add +326.3% | 1,496,303 | $50.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.8% | 1,276,388 | $43.4M |
| HighTower Advisors, LLC | 0.04% | Add +45.4% | 1,039,577 | $35.4M |
| LPL Financial LLC | 0.01% | Add +12.4% | 928,815 | $31.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +65.8% | 894,428 | $30.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +38.0% | 856,269 | $29.1M |
| Marshall Wace, LLP | 0.03% | New | 809,088 | $27.5M |
| Vicus Capital | 2.01% | Add +2690.9% | 803,382 | $27.3M |
| Agf Management Ltd. | 0.11% | Add +211.4% | 731,061 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1026.0% | 437,184 | $15.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 429,647 | $14.6M |
| Cetera Investment Advisers | 0.02% | Add +29.4% | 428,397 | $14.6M |
| AE Wealth Management LLC | 0.06% | Add +144.6% | 333,033 | $11.3M |
| Independence Financial Advisors, LLC | 3.24% | New | 317,691 | $10.8M |
| Cutler Capital Management, LLC | 3.05% | Reduce -2.9% | 267,315 | $9.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 245,087 | $8.3M |
| Bank of America Corp. | 0.00% | Add +15.6% | 238,526 | $8.1M |
| Quadrature Capital Ltd | 0.09% | New | 231,107 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +4.7% | 228,035 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.0% | 211,020 | $7.2M |
| Tudor Investment Corporation | 0.04% | Add +218.8% | 199,238 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 197,000 | $6.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.3% | 189,088 | $6.4M |
| AssuredPartners Investment Advisors, LLC | 0.66% | New | 182,693 | $6.1M |
| Composition Wealth, LLC | 0.08% | Add +2.0% | 167,558 | $5.7M |
| Eley Financial Management, Inc | 1.98% | Add +0.3% | 161,414 | $5.5M |
| Financial Partners Group, Inc | 0.63% | Add +34.4% | 154,213 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +131.3% | 152,762 | $5.2M |
| SageGuard Financial Group, LLC | 0.79% | Add +113.6% | 150,796 | $5.1M |
| Traynor Capital Management, Inc. | 0.30% | Add +0.1% | 146,975 | $5.1M |
| KCM Investment Advisors LLC | 0.15% | Reduce -15.4% | 131,963 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.2% | 129,903 | $4.4M |
| Maltin Wealth Management, Inc. | 1.62% | Add +12.2% | 124,946 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 124,511 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 117,352 | $4.0M |
| Yoder Wealth Management, Inc. | 1.75% | Reduce -7.7% | 112,557 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 1.64% | Add +1.5% | 110,839 | $3.8M |
| FMR LLC | 0.00% | Add +15.7% | 106,754 | $3.6M |
| Jacobi Capital Management LLC | 0.20% | Reduce -0.1% | 106,107 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -19.1% | 103,376 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +65.3% | 98,602 | $3.4M |
| Wealth Quarterback LLC | 1.15% | Reduce -5.5% | 85,709 | $2.9M |
| UBS Group AG | 0.00% | Reduce -48.0% | 81,487 | $2.8M |
| Procyon Advisors, LLC | 0.13% | New | 75,764 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 74,914 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +183.1% | 73,253 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.3% | 68,981 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 63,056 | $2.1M |
| Aspetuck Financial Management LLC | 1.46% | Reduce -0.3% | 62,629 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -12.6% | 60,946 | $2.1M |
| Lynch & Associates | 0.38% | Add +0.1% | 59,179 | $2.0M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -1.1% | 57,501 | $2.0M |
| Financial Perspectives, Inc | 0.54% | Add +0.5% | 56,920 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 56,206 | $1.9M |
| GTS Securities LLC | 0.07% | New | 55,533 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Add +39.5% | 52,795 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 52,730 | $1.8M |
| Bravias Capital Group, LLC | 1.13% | Add +24.8% | 50,922 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +0.0% | 50,846 | $1.7M |
| Bellwether Advisors, LLC | 0.29% | New | 50,694 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | New | 50,000 | $1.7M |
| Q3 Asset Management | 0.40% | New | 48,753 | $1.7M |
| Smith Salley Wealth Management | 0.08% | Add +1.4% | 48,705 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 46,873 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 42,952 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.49% | Add +3.4% | 41,497 | $1.4M |
| Penobscot Wealth Management | 0.42% | New | 41,466 | $1.4M |
| Merit Financial Group, LLC | 0.01% | New | 40,952 | $1.4M |
| RFP Financial Group LLC | 0.75% | New | 40,655 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Reduce -19.0% | 39,788 | $1.4M |
| Parsons Capital Management Inc. | 0.06% | Reduce -2.2% | 39,350 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Reduce -0.9% | 38,847 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -37.6% | 37,328 | $1.3M |
| Renaissance Technologies | 0.00% | New | 36,500 | $1.2M |
| EPG Wealth Management LLC | 0.33% | Reduce -21.5% | 35,454 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.7% | 34,974 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -65.7% | 34,827 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 33,800 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 33,113 | $1.1M |
| Citigroup Inc. | 0.00% | Add +6.5% | 33,051 | $1.1M |
| Creative Planning | 0.00% | Add +22.3% | 30,374 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 30,002 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +53.9% | 28,225 | $982K |
| Jane Street Group, LLC | 0.00% | Add +156.5% | 28,659 | $975K |
| Boothbay Fund Management, LLC | 0.02% | New | 28,600 | $973K |
| Financial Freedom, LLC | 0.48% | Add +0.6% | 28,556 | $971K |
| Principal Securities, Inc. | 0.01% | Add +15.2% | 27,681 | $942K |
| OneAscent Financial Services LLC | 0.05% | Add +0.0% | 27,461 | $934K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 27,223 | $926K |
| Bank of Marin | 0.65% | Reduce -0.2% | 26,199 | $891K |
| Certified Advisory Corp | 0.08% | New | 25,066 | $853K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -56.0% | 24,514 | $834K |
| KDK Private Wealth Management, LLC | 0.74% | Reduce -0.9% | 23,857 | $812K |
| Valmark Advisers, Inc. | 0.01% | No change | 23,643 | $804K |
| Sigma Planning Corp | 0.02% | Add +30.2% | 23,551 | $801K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.3% | 23,318 | $793K |
| Harbour Investments, Inc. | 0.01% | Add +62.9% | 23,230 | $790K |
| Roxbury Financial LLC | 0.70% | Add +6.3% | 22,947 | $781K |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.