Fidelity Adv Energy-AFFOBX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$77.12avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Fidelity Adv Energy-A (FFOBX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Companies, Inc. ($177K) and Luminist Capital LLC ($185).
- Company
- Fidelity Adv Energy-A
- CUSIP
- 316391812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $185 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2 shares bought, net +2 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financial Gravity Companies, Inc. | 0.03% | — | 2,295 | $177K |
| Luminist Capital LLC | 0.00% | New | 2 | $185 |
"% of holder's portfolio" is FFOBX's weight in each manager's 13F, not the share of Fidelity Adv Energy-A the manager owns.