FIDELITY MSCI ENERGY INDEX FENY
$29.62
+0.8% 52w: $22.62 – $34.55
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data22.6228.5934.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
258
+39 QoQ
13F value
$778.3M
+93.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$3.7M calls / — puts
Institutional value by quarter
Number of holders
Who owns FENY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.4M | $81.8M | 0.0% | New |
| Lido Advisors, LLC | Wealth advisor | 1.8M | $59.7M | 0.2% | +2.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.5M | $50.9M | 0.0% | +326.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $43.4M | 0.1% | -0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.0M | $35.4M | 0.0% | +45.4% |
| LPL Financial LLC | Bank broker | 928.8K | $31.6M | 0.0% | +12.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 894.4K | $30.4M | 0.0% | +65.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 856.3K | $29.1M | 0.0% | +38.0% |
| MARSHALL WACE, LLP | Quant stat arb | 809.1K | $27.5M | 0.0% | New |
| VICUS CAPITAL | Wealth advisor | 803.4K | $27.3M | 2.0% | +2690.9% |
| AGF MANAGEMENT LTD | Other | 731.1K | $24.9M | 0.1% | +211.4% |
| JPMORGAN CHASE & CO | Bank broker | 437.2K | $15.0M | 0.0% | +1026.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 429.6K | $14.6M | 0.0% | -5.8% |
| Cetera Investment Advisers | Wealth advisor | 428.4K | $14.6M | 0.0% | +29.4% |
| AE Wealth Management LLC | Wealth advisor | 333.0K | $11.3M | 0.1% | +144.5% |
| Independence Financial Advisors, LLC | Wealth advisor | 317.7K | $10.8M | 3.2% | New |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 267.3K | $9.1M | 2.9% | -2.9% |
| MORGAN STANLEY | Bank broker | 245.1K | $8.3M | 0.0% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 238.5K | $8.1M | 0.0% | +15.6% |
| Quadrature Capital Ltd | Diversified mechanical | 231.1K | $7.9M | 0.1% | New |
| Private Advisor Group, LLC | Wealth advisor | 228.0K | $7.8M | 0.0% | +4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 211.0K | $7.2M | 0.0% | -19.0% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 199.2K | $6.8M | 0.0% | +218.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 197.0K | $6.7M | 0.0% | +0.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 189.1K | $6.4M | 0.0% | +10.3% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 182.7K | $6.1M | 0.7% | New |
| Composition Wealth, LLC | Wealth advisor | 167.6K | $5.7M | 0.1% | +2.0% |
| Eley Financial Management, Inc | Wealth advisor | 161.4K | $5.5M | 2.0% | +0.3% |
| Financial Partners Group, Inc | Wealth advisor | 154.2K | $5.2M | 0.6% | +34.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 152.8K | $5.2M | 0.0% | +131.3% |
| SageGuard Financial Group, LLC | Other | 150.8K | $5.1M | 0.8% | +113.6% |
| Traynor Capital Management, Inc. | Other | 147.0K | $5.1M | 0.3% | +0.1% |
| KCM INVESTMENT ADVISORS LLC | Other | 132.0K | $4.5M | 0.1% | -15.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 129.9K | $4.4M | 0.0% | +10.2% |
| Maltin Wealth Management, Inc. | Wealth advisor | 124.9K | $4.3M | 1.6% | +12.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 124.5K | $4.2M | 0.0% | +5.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 117.4K | $4.0M | 0.0% | +6.0% |
| Yoder Wealth Management, Inc. | Wealth advisor | 112.6K | $3.8M | 1.7% | -7.7% |
| Trail Ridge Investment Advisors, LLC | Wealth advisor | 110.8K | $3.8M | 1.6% | +1.5% |
| FMR LLC | Long only active | 106.8K | $3.6M | 0.0% | +15.7% |
| Jacobi Capital Management LLC | Wealth advisor | 106.1K | $3.6M | 0.2% | -0.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 103.4K | $3.5M | 0.0% | -19.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 98.6K | $3.4M | 0.0% | +65.3% |
| Wealth Quarterback LLC | Wealth advisor | 85.7K | $2.9M | 1.1% | -5.5% |
| UBS Group AG | Bank broker | 81.5K | $2.8M | 0.0% | -48.0% |
| Procyon Advisors, LLC | Wealth advisor | 75.8K | $2.6M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 74.9K | $2.5M | 0.0% | -16.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 73.3K | $2.5M | 0.1% | +183.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 69.0K | $2.3M | 0.0% | -2.3% |
| Mariner, LLC | Diversified mechanical | 63.1K | $2.1M | 0.0% | -0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.