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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$21.55 -0.04 (-0.19%)
As of 12:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$88.72M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$133.86M
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FENY Institutional Buying and Selling by Quarter

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Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Miracle Mile Advisors LLC127,230$3.25M0.1%+7.5%0.208%
4/14/2025Patriot Financial Group Insurance Agency LLC63,374$1.62M0.2%-3.7%0.104%
4/14/2025Charter Oak Capital Management LLC14,707$376K0.0%-3.0%0.024%
4/10/2025 Maltin Wealth Management Inc.98,925$2.53M1.2%+13.3%0.162%
4/9/2025 RFG Advisory LLC8,590$219K0.0%-48.9%0.014%
4/9/2025 Roxbury Financial LLC32,561$812K0.8%-3.5%0.053%
4/9/2025 Sweeney & Michel LLC15,808$404K0.2%N/A0.026%
4/9/2025 NBC Securities Inc.5,193$132K0.0%+103,760.0%0.008%
4/9/2025 American National Bank & Trust26,422$675K0.1%+69.2%0.043%
4/8/2025 Parallel Advisors LLC8,301$212K0.0%-49.1%0.014%
3/21/2025Prostatis Group LLC9,512$227K0.1%-90.0%0.015%
2/27/2025Bernard Wealth Management Corp.1,263$30K0.0%N/A0.002%
2/25/2025Heck Capital Advisors LLC76,886$1.83M0.1%N/A0.106%
2/25/2025Integrated Advisors Network LLC47,402$1.13M0.1%+12.3%0.065%
2/24/2025Wilkins Miller Wealth Management LLC13,260$316K0.3%N/A0.018%
2/18/2025Western Wealth Management LLC36,148$862K0.3%-12.3%0.050%
2/18/2025Sunbelt Securities Inc.107,370$2.53M0.2%+18.8%0.148%
2/17/2025Visionary Wealth Advisors21,835$521K0.0%+4.0%0.030%
2/17/2025Snowden Capital Advisors LLC31,309$746K0.0%-1.5%0.043%
2/17/2025Full Sail Capital LLC39,676$946K0.1%+14.3%0.055%
2/17/2025EPG Wealth Management LLC44,830$1.07M0.3%-1.3%0.062%
2/17/2025Cetera Investment Advisers136,991$3.27M0.0%-51.0%0.188%
2/17/2025Bank of America Corp DE228,168$5.44M0.0%+28.1%0.314%
2/17/2025BNP Paribas Financial Markets100,600$2.40M0.0%N/A0.138%
2/17/2025Ameriprise Financial Inc.141,066$3.36M0.0%+8.4%0.194%
2/17/2025Accredited Wealth Management LLC2,681$64K0.1%N/A0.004%
2/14/2025Jane Street Group LLC28,375$676K0.0%N/A0.039%
2/14/2025Evergreen Wealth Solutions LLC11,615$277K0.2%-24.3%0.016%
2/14/2025Lido Advisors LLC1,661,510$39.61M0.2%+2.5%2.284%
2/14/2025Capital Analysts LLC2,118$50K0.0%N/A0.003%
2/14/2025Two Sigma Securities LLC15,859$378K0.1%+31.2%0.022%
2/14/2025Kovitz Investment Group Partners LLC152,357$3.63M0.0%-3.1%0.209%
2/14/2025Coppell Advisory Solutions LLC7,113$168K0.0%-9.1%0.010%
2/14/2025Stifel Financial Corp127,840$3.05M0.0%-2.1%0.176%
2/14/2025Tower Research Capital LLC TRC 53,668$1.28M0.0%+147.9%0.074%
2/14/2025Freedom Investment Management Inc.71,549$1.71M0.1%-1.3%0.098%
2/13/2025NewEdge Advisors LLC248,080$5.91M0.0%-2.6%0.341%
2/13/2025Mariner LLC118,477$2.82M0.0%-11.7%0.163%
2/13/2025KDK Private Wealth Management LLC26,043$621K0.6%N/A0.036%
2/13/2025 Glass Jacobson Investment Advisors llc50,514$1.20M0.4%+3.6%0.069%
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2/13/2025Eley Financial Management Inc175,408$4.18M1.6%+3.9%0.241%
2/13/2025Cutler Capital Management LLC263,905$6.29M2.2%+0.9%0.363%
2/13/2025Raymond James Financial Inc.46,960$1.12M0.0%N/A0.065%
2/13/2025Advisory Services Network LLC220,959$5.27M0.1%+55.0%0.304%
2/13/2025Bernard Wealth Management Corp.1,263$29K0.0%N/A0.002%
2/13/2025Renaissance Technologies LLC53,500$1.28M0.0%+62.6%0.074%
2/13/2025FMR LLC5,584,370$133.13M0.0%+0.1%7.676%
2/13/2025Envestnet Asset Management Inc.335,272$7.99M0.0%-68.5%0.461%
2/13/2025KCM Investment Advisors LLC185,110$4.41M0.2%-6.9%0.254%
2/13/2025Wells Fargo & Company MN667,019$15.90M0.0%+9.4%0.917%
2/12/2025Atlas Capital Advisors Inc.16,482$393K0.0%-4.1%0.023%
2/12/2025Huntington National Bank1,300$32K0.0%N/A0.002%
2/12/2025Centric Wealth Management95,313$2.27M0.6%N/A0.131%
2/12/2025Summit Financial LLC13,378$319K0.0%-4.2%0.018%
2/12/2025JPMorgan Chase & Co.67,939$1.62M0.0%+9.9%0.093%
2/12/2025Core Wealth Partners LLC19,832$473K0.3%-19.4%0.027%
2/11/2025Congress Wealth Management LLC DE15,286$364K0.0%+24.7%0.021%
2/11/2025LPL Financial LLC713,726$17.02M0.0%+113.4%0.981%
2/11/2025Bank of Marin29,179$696K0.6%+1.7%0.040%
2/10/2025Envestnet Portfolio Solutions Inc.10,307$246K0.0%N/A0.014%
2/10/2025Commonwealth Equity Services LLC1,531,085$36.50M0.1%+15.4%2.105%
2/10/2025Avantax Advisory Services Inc.55,015$1.31M0.0%-18.6%0.076%
2/7/2025HighTower Advisors LLC1,004,150$23.94M0.0%+13.8%1.380%
2/7/2025AGF Management Ltd.818,781$19.52M0.1%+17.4%1.125%
2/7/2025Lifeworks Advisors LLC12,601$300K0.1%+19.2%0.017%
2/7/2025Larson Financial Group LLC2,095$50K0.0%+6,248.5%0.003%
2/7/2025PNC Financial Services Group Inc.1,300$31K0.0%+160.0%0.002%
2/6/2025Raymond James Financial Inc.46,960$1.12M0.0%N/A0.065%
2/6/2025Charles Schwab Investment Management Inc.11,871$283K0.0%N/A0.016%
2/6/2025Steward Partners Investment Advisory LLC16,616$396K0.0%-10.2%0.023%
2/6/2025Bravias Capital Group LLC30,244$736K0.6%N/A0.042%
2/6/2025Meridian Wealth Management LLC10,486$250K0.0%-33.3%0.014%
2/6/2025Jones Financial Companies Lllp9,709$231K0.0%+97.4%0.013%
2/5/2025Jacobi Capital Management LLC111,416$2.66M0.2%-1.1%0.153%
2/5/2025Fee Only Financial Planning L.C.11,815$282K0.2%-7.8%0.016%
2/5/2025LifeGoal Wealth Advisors15,185$362K0.4%N/A0.021%
2/4/2025Bank of New York Mellon Corp14,859$354K0.0%-37.2%0.020%
2/4/2025IFP Advisors Inc5,186$124K0.0%-58.7%0.007%
2/3/2025Sigma Planning Corp25,445$607K0.0%-13.3%0.035%
2/3/2025VisionPoint Advisory Group LLC10,350$250K0.1%N/A0.014%
2/3/2025Able Wealth Management LLC14,345$342K0.2%-13.2%0.020%
2/3/2025Private Advisor Group LLC52,314$1.25M0.0%-75.6%0.072%
1/31/2025Global Retirement Partners LLC1,426$34K0.0%+3,140.9%0.002%
1/31/2025Kestra Investment Management LLC1,643$39K0.0%N/A0.002%
1/31/2025Atria Wealth Solutions Inc.24,081$574K0.0%-4.5%0.033%
1/31/2025Wealth Quarterback LLC167,464$3.99M1.9%-3.0%0.230%
1/30/2025Strategic Financial Concepts LLC36,396$868K0.0%N/A0.050%
1/30/2025Principal Securities Inc.25,388$605K0.0%+22.3%0.035%
1/30/2025 Roxbury Financial LLC33,729$890K0.9%N/A0.046%
1/30/2025Vicus Capital30,326$723K0.1%+8.5%0.042%
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1/29/2025Focus Financial Network Inc.12,111$289K0.0%+5.8%0.017%
1/28/2025LJI Wealth Management LLC14,500$346K0.1%-4.4%0.020%
1/28/2025Kestra Private Wealth Services LLC68,362$1.63M0.0%-57.6%0.094%
1/28/2025Prairie Wealth Advisors Inc.27,775$662K0.3%-5.4%0.038%
1/28/2025Strategic Financial Concepts LLC36,396$868K0.0%N/A0.050%
1/27/2025Jackson Grant Investment Advisers Inc.6,291$150K0.1%N/A0.009%
1/27/2025Stratos Wealth Partners LTD.13,257$316K0.0%-9.3%0.018%
1/24/2025Financial Partners Group Inc223,448$5.33M0.8%-7.5%0.307%
1/24/2025Yoder Wealth Management Inc.101,998$2.43M1.3%+6.4%0.140%
1/24/2025Clear Creek Financial Management LLC31,498$751K0.1%N/A0.043%
(Data available from 1/1/2016 forward)

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FENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FENY shares?

During the previous two years, 212 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were FMR LLC ($133.13M), Lido Advisors LLC ($39.61M), Commonwealth Equity Services LLC ($36.50M), HighTower Advisors LLC ($23.94M), Northwestern Mutual Wealth Management Co. ($19.76M), AGF Management Ltd. ($19.52M), and LPL Financial LLC ($17.02M).Learn more on FENY's institutional investors.

Which institutional investors have been buying Fidelity MSCI Energy Index ETF stock?

Of the 174 institutional investors that purchased Fidelity MSCI Energy Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($2.45M), Vicus Capital ($530.79K), LPL Financial LLC ($492.77K), Commonwealth Equity Services LLC ($314.07K), AGF Management Ltd. ($261.37K), Envestnet Asset Management Inc. ($258.47K), and Private Advisor Group LLC ($245.16K).

How much institutional buying is happening at Fidelity MSCI Energy Index ETF?

Institutional investors have bought a total of 9,876,440 shares in the last 24 months. This purchase volume represents approximately $232.11M in transactions.

Which Fidelity MSCI Energy Index ETF major shareholders have been selling company stock?

Of the 114 institutional investors that sold Fidelity MSCI Energy Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.12M), Charles Schwab Investment Management Inc. ($2.44M), Envestnet Asset Management Inc. ($1.09M), Vicus Capital ($1.07M), Commonwealth Equity Services LLC ($732.03K), AE Wealth Management LLC ($621.45K), and Sigma Planning Corp ($254.14K).

How much institutional selling is happening at Fidelity MSCI Energy Index ETF?

Institutional investors have sold a total of 12,678,595 shares in the last 24 months. This volume of shares sold represents approximately $297.86M in transactions.


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This page (NYSEARCA:FENY) was last updated on 4/14/2025 by MarketBeat.com Staff
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