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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$24.83 +0.19 (+0.77%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$24.82 -0.01 (-0.04%)
As of 04:00 AM 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)
129
Total
Institutional Inflows
(last 12 months)
$162.63M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$141.96M
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Skip Chart & View Institutional Buying and Selling Data

FENY Institutional Buying and Selling by Quarter

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
8/19/2025 Advisory Services Network LLC52,495$1.27M0.0%-77.1%0.091%
8/15/2025 Captrust Financial Advisors8,634$202K0.0%N/A0.015%
8/15/2025 Tidal Investments LLC54,669$1.28M0.0%N/A0.095%
8/15/2025 Snowden Capital Advisors LLC26,151$613K0.0%-13.4%0.045%
8/15/2025 BNP Paribas Financial Markets600,000$14.07M0.0%+111,011.1%1.043%
8/15/2025 Bank of America Corp DE205,460$4.82M0.0%+3.7%0.357%
8/15/2025 Ameriprise Financial Inc.171,746$4.03M0.0%+12.9%0.299%
8/14/2025 Raymond James Financial Inc.46,257$1.09M0.0%-6.1%0.080%
8/14/2025 NewEdge Advisors LLC157,595$3.70M0.0%+3.5%0.274%
8/14/2025 Qube Research & Technologies Ltd5,219$122K0.0%+4,601.8%0.009%
8/13/2025 Cutler Capital Management LLC270,509$6.34M2.2%+2.7%0.470%
8/13/2025 CW Advisors LLC40,047$939K0.0%+22.4%0.070%
8/13/2025 Lido Advisors LLC1,561,825$36.63M0.1%+4.3%2.716%
8/13/2025 Quadrature Capital Ltd267,554$6.27M0.1%+392.2%0.465%
8/13/2025 Northwestern Mutual Wealth Management Co.620,754$14.56M0.0%-15.6%1.080%
8/12/2025 Steward Partners Investment Advisory LLC109,025$2.56M0.0%+571.6%0.190%
8/12/2025 Eley Financial Management Inc174,591$4.09M1.6%-0.6%0.304%
8/12/2025 Soundwatch Capital LLC482,182$113K0.0%N/A0.839%
8/12/2025 JPMorgan Chase & Co.73,598$1.73M0.0%+16.4%0.128%
8/8/2025 Avantax Advisory Services Inc.150,940$3.54M0.0%+201.4%0.261%
8/8/2025 Cetera Investment Advisers425,794$9.99M0.0%+406.7%0.737%
8/8/2025 Foundations Investment Advisors LLC10,281$241K0.0%N/A0.018%
8/8/2025 Wealth Quarterback LLC80,779$1.89M0.9%-10.1%0.140%
8/6/2025 AGF Management Ltd.897,920$21.06M0.1%+6.8%1.555%
8/6/2025 AE Wealth Management LLC107,820$2.53M0.0%+12.1%0.187%
8/6/2025 KCM Investment Advisors LLC173,293$4.06M0.1%-3.5%0.300%
8/6/2025 Maltin Wealth Management Inc.105,128$2.47M1.1%+6.3%0.182%
8/5/2025 Sigma Planning Corp19,086$448K0.0%-2.8%0.033%
8/5/2025 EPG Wealth Management LLC45,532$1.07M0.3%-2.8%0.079%
8/5/2025 Trail Ridge Investment Advisors LLC104,491$2.52M1.2%-5.6%0.181%
8/5/2025 Lifeworks Advisors LLC15,856$372K0.1%+18.9%0.027%
8/4/2025 Arkadios Wealth Advisors49,448$1.16M0.0%+5.6%0.086%
8/1/2025 Envestnet Asset Management Inc.1,222,648$28.67M0.0%+427.5%2.117%
7/31/2025 Brighton Jones LLC9,158$215K0.0%N/A0.016%
7/31/2025 Glass Jacobson Investment Advisors llc49,807$1.17M0.5%-1.4%0.086%
7/31/2025 LJI Wealth Management LLC13,770$323K0.1%-5.0%0.024%
7/31/2025 CAP Partners LLC15,982$375K0.2%-3.3%0.028%
7/30/2025 Freedom Investment Management Inc.58,568$1.37M0.1%-8.7%0.101%
7/30/2025 Brookstone Capital Management8,707$204K0.0%-24.5%0.015%
7/30/2025 D.A. Davidson & CO.40,600$952K0.0%-9.4%0.070%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
7/30/2025 Cullen Frost Bankers Inc.8,226$193K0.0%+909.3%0.014%
7/30/2025 VCI Wealth Management LLC40,728$955K0.3%+11.5%0.071%
7/30/2025 Financial Perspectives Inc57,116$1.34M0.4%+4.2%0.099%
7/29/2025 Stratos Wealth Partners LTD.12,000$281K0.0%-3.5%0.021%
7/29/2025 Primoris Wealth Advisors LLC10,500$246K0.2%N/A0.018%
7/29/2025 Stratos Wealth Advisors LLC49,468$1.16M0.1%-5.9%0.086%
7/28/2025 Harbour Investments Inc.12,998$305K0.0%-28.1%0.023%
7/28/2025 Kiker Wealth Management LLC2,008$47K0.0%+66,833.3%0.003%
7/25/2025 Atria Wealth Solutions Inc.36,596$880K0.0%-16.1%0.063%
7/25/2025 CWM LLC23,399$549K0.0%-1.9%0.041%
7/24/2025 Galvin Gaustad & Stein LLC17,033$399K0.0%-3.5%0.029%
7/24/2025 IFP Advisors Inc2,822$66K0.0%-37.5%0.005%
7/24/2025 Court Place Advisors LLC11,149$261K0.1%-4.5%0.019%
7/23/2025 Valmark Advisers Inc.23,440$550K0.0%+1.8%0.041%
7/23/2025 Heck Capital Advisors LLC56,482$1.32M0.1%+145.9%0.098%
7/22/2025 Yoder Wealth Management Inc.107,851$2.53M1.3%+2.8%0.187%
7/21/2025 Ameritas Advisory Services LLC21,178$497K0.0%-31.9%0.037%
7/21/2025 Patriot Financial Group Insurance Agency LLC64,860$1.52M0.2%+2.3%0.112%
7/18/2025 Truist Financial Corp28,991$681K0.0%-3.3%0.050%
7/17/2025 Capital Investment Advisors LLC26,898$631K0.0%-4.9%0.047%
7/16/2025 Instrumental Wealth LLC8,700$209K0.2%N/A0.015%
7/16/2025 Beaumont Financial Advisors LLC17,577$412K0.0%-6.2%0.030%
7/16/2025 American National Bank & Trust27,115$636K0.1%+2.6%0.047%
7/16/2025 Fischer Financial Services Inc.11,911$279K0.1%-8.3%0.021%
7/16/2025 Castleview Partners LLC20,537$482K0.3%+8.1%0.036%
7/15/2025 Lynch & Associates IN54,505$1.28M0.3%+2.4%0.094%
7/15/2025 BCS Wealth Management8,603$202K0.0%N/A0.015%
7/15/2025 Financial Partners Group Inc165,951$3.89M0.5%-22.9%0.287%
7/14/2025 U.S. Capital Wealth Advisors LLC27,223$638K0.0%-7.6%0.047%
7/14/2025 Sweeney & Michel LLC14,839$365K0.1%-6.1%0.026%
7/14/2025 Park Avenue Securities LLC102,600$2.41M0.0%N/A0.178%
7/11/2025 Farther Finance Advisors LLC6,831$160K0.0%+21,935.5%0.012%
7/11/2025 AA Financial Advisors LLC19,118$448K0.1%+4.2%0.033%
7/11/2025 LongView Wealth Management8,771$206K0.1%N/A0.015%
7/10/2025 Charter Oak Capital Management LLC13,966$327K0.0%-5.0%0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC23,137$556K0.0%+17.4%0.040%
7/7/2025 Roxbury Financial LLC24,607$577K0.6%-24.4%0.043%
5/29/2025 Nova Wealth Management Inc.2,296$59K0.1%-48.7%0.004%
5/27/2025 Jacobi Capital Management LLC107,436$2.75M0.2%-3.6%0.179%
5/19/2025 Jane Street Group LLC84,276$2.15M0.0%+197.0%0.140%
5/16/2025 Jones Financial Companies Lllp12,653$323K0.0%+30.3%0.021%
5/16/2025National Wealth Management Group LLC8,167$209K0.1%N/A0.014%
5/16/2025 NewEdge Advisors LLC152,193$3.89M0.0%-38.7%0.253%
5/16/2025 Investmark Advisory Group LLC9,532$244K0.1%-5.5%0.016%
5/15/2025 Cubist Systematic Strategies LLC12,525$320K0.0%N/A0.021%
5/15/2025 Royal Bank of Canada62,708$1.60M0.0%+16.9%0.104%
5/14/2025 Full Sail Capital LLC39,060$998K0.1%-1.6%0.065%
5/14/2025 Freedom Investment Management Inc.64,154$1.64M0.1%-10.3%0.107%
5/14/2025 Northwestern Mutual Wealth Management Co.735,256$18.79M0.0%-0.8%1.223%
5/14/2025 Kestra Advisory Services LLC220,453$5.63M0.0%-0.6%0.367%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.tc pixel

See Altucher’s Trump crypto prediction here
5/14/2025 CW Advisors LLC32,710$835K0.0%+114.0%0.054%
5/14/2025 Flow Traders U.S. LLC17,165$439K0.0%N/A0.029%
5/13/2025 Kovitz Investment Group Partners LLC51,790$1.32M0.0%-66.0%0.086%
5/13/2025 Heck Capital Advisors LLC22,966$587K0.1%-70.1%0.038%
5/13/2025 HighTower Advisors LLC1,022,058$26.11M0.0%+1.8%1.689%
5/13/2025 Core Wealth Partners LLC18,547$474K0.3%-6.5%0.031%
5/12/2025 AGF Management Ltd.840,702$21.48M0.1%+2.7%1.390%
5/12/2025 Meridian Wealth Management LLC11,045$282K0.0%+5.3%0.018%
5/12/2025 Atlas Capital Advisors Inc.24,579$628K0.1%+49.1%0.041%
5/9/2025 Atria Wealth Solutions Inc.43,609$1.11M0.0%+81.1%0.072%
(Data available from 1/1/2016 forward)

FENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FENY shares?

During the previous two years, 233 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were FMR LLC ($133.13M), Commonwealth Equity Services LLC ($38.94M), Lido Advisors LLC ($36.63M), Envestnet Asset Management Inc. ($28.67M), HighTower Advisors LLC ($26.11M), AGF Management Ltd. ($21.06M), and LPL Financial LLC ($20.17M).Learn more on Fidelity MSCI Energy Index ETF's institutional investors.

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

Of the 188 institutional investors that purchased Fidelity MSCI Energy Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.18M), BNP Paribas Financial Markets ($704.05K), Vicus Capital ($531.31K), Soundwatch Capital LLC ($482.18K), Cetera Investment Advisers ($478.58K), LPL Financial LLC ($454.89K), and Private Advisor Group LLC ($369.20K).

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

Institutional investors have bought a total of 6,798,477 shares in the last 24 months. This purchase volume represents approximately $162.63M in transactions.

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

Of the 87 institutional investors that sold Fidelity MSCI Energy Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.12M), Envestnet Asset Management Inc. ($831.35K), Cetera Investment Advisers ($195.39K), Advisory Services Network LLC ($176.44K), Private Advisor Group LLC ($164.58K), Kovitz Investment Group Partners LLC ($156.08K), and Kestra Private Wealth Services LLC ($125.80K).

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

Institutional investors have sold a total of 5,880,575 shares in the last 24 months. This volume of shares sold represents approximately $141.96M in transactions.


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This page (NYSEARCA:FENY) was last updated on 8/29/2025 by MarketBeat.com Staff
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