Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free FENY Stock Alerts

Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$29.62 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$210.58M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$97.07M
Get FENY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Energy Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FENY Institutional Buying and Selling by Quarter

Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Roxbury Financial LLC21,900$647K0.5%-4.6%0.035%
6/18/2026Western Wealth Management LLC20,040$682K0.0%N/A0.032%
6/3/2026NewEdge Advisors LLC103,376$3.52M0.0%-19.1%0.166%
5/20/2026Arete Wealth Advisors LLC10,218$348K0.0%N/A0.016%
5/19/2026Western Wealth Management LLC20,040$682K0.0%N/A0.032%
5/19/2026Eley Financial Management Inc161,414$5.49M1.9%+0.3%0.259%
5/19/2026NewEdge Advisors LLC45,767$1.56M0.0%-64.2%0.073%
5/19/2026Bank of America Corp DE238,526$8.12M0.0%+15.6%0.382%
5/19/2026Arkadios Wealth Advisors39,788$1.35M0.0%-19.0%0.064%
5/19/2026Arete Wealth Advisors LLC10,218$348K0.0%N/A0.016%
5/18/2026Sunbelt Securities Inc.57,501$1.96M0.1%-1.1%0.092%
5/18/2026Royal Bank of Canada74,914$2.55M0.0%-16.5%0.120%
5/18/2026Eley Financial Management Inc175,572$5.97M2.1%+9.1%0.281%
5/16/2026KCM Investment Advisors LLC131,963$4.49M0.1%-15.4%0.211%
5/16/2026Quantinno Capital Management LP9,605$327K0.0%N/A0.015%
5/15/2026Gateway Wealth Partners LLC12,508$426K0.0%N/A0.020%
5/14/2026Renaissance Technologies LLC36,500$1.24M0.0%N/A0.058%
5/14/2026Lido Advisors LLC1,755,925$59.74M0.2%+2.3%2.814%
5/13/2026Cetera Investment Advisers428,397$14.57M0.0%+29.4%0.687%
5/13/2026Parker Investment Management LLC9,991$340K0.1%N/A0.016%
5/12/2026Bellwether Advisors LLC50,694$1.73M0.3%N/A0.081%
5/6/2026Modera Wealth Management LLC8,636$294K0.0%N/A0.014%
5/5/2026D.A. Davidson & CO.42,952$1.46M0.0%+1.6%0.069%
5/5/2026Beaumont Financial Advisors LLC60,946$2.07M0.1%-12.6%0.098%
5/5/2026Bank of New York Mellon Corp152,762$5.20M0.0%+131.3%0.245%
5/5/2026Advisors Preferred LLC1,733$59K0.0%N/A0.003%
5/5/2026Sanctuary Advisors LLC17,642$600K0.0%+99.1%0.028%
5/5/2026Sigma Planning Corp23,551$801K0.0%+30.2%0.038%
5/4/2026HBW Advisory Services LLC18,280$622K0.1%N/A0.029%
5/4/2026Lifeworks Advisors LLC7,250$247K0.0%-25.4%0.012%
5/4/2026Procyon Advisors LLC75,764$2.58M0.0%N/A0.121%
5/2/2026CAP Partners LLC16,787$571K0.3%+6.6%0.027%
5/2/2026Castleview Partners LLC22,211$756K0.4%+4.2%0.036%
5/1/2026Fifth Third Bancorp2,575$88K0.0%+157.5%0.004%
4/30/2026Kestra Advisory Services LLC189,088$6.43M0.0%+10.3%0.308%
4/29/2026Fee Only Financial Planning L.C.9,290$316K0.2%-21.4%0.015%
4/28/2026Bravias Capital Group LLC50,922$1.73M1.1%+24.8%0.083%
4/27/2026Private Advisor Group LLC228,035$7.76M0.0%+4.7%0.370%
4/27/2026Y Intercept Hong Kong Ltd13,504$459K0.0%N/A0.022%
4/25/2026Blue Capital Inc.17,377$591K0.4%N/A0.028%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
4/24/2026Essex Financial Services Inc.21,722$739K0.0%N/A0.035%
4/24/2026Global Trust Asset Management LLC2,300$78K0.0%N/A0.004%
4/23/2026SageGuard Financial Group LLC150,796$5.13M0.8%+113.6%0.244%
4/23/2026Vicus Capital803,382$27.33M2.0%+2,690.9%1.302%
4/22/2026Yoder Wealth Management Inc.112,557$3.83M1.7%-7.7%0.183%
4/21/2026VCI Wealth Management LLC6,557$223K0.1%-21.9%0.011%
4/21/2026Maltin Wealth Management Inc.124,946$4.25M1.6%+12.2%0.203%
4/21/2026AA Financial Advisors LLC10,784$367K0.1%-48.9%0.018%
4/21/2026Penobscot Wealth Management41,466$1.41M0.4%N/A0.067%
4/20/2026Kestra Private Wealth Services LLC34,974$1.19M0.0%+20.7%0.057%
4/20/2026RFG Advisory LLC11,831$402K0.0%N/A0.019%
4/18/2026BCS Wealth Management8,603$293K0.1%-50.0%0.014%
4/17/2026Certified Advisory Corp25,066$853K0.1%N/A0.041%
4/17/2026 Roxbury Financial LLC22,947$781K0.7%+6.3%0.037%
4/17/2026Sweeney & Michel LLC16,921$540K0.2%-7.4%0.027%
4/17/2026Brookstone Capital Management7,168$244K0.0%N/A0.012%
4/16/2026Smith Salley Wealth Management48,705$1.66M0.1%+1.4%0.079%
4/16/2026Sheets Smith Wealth Management38,847$1.32M0.1%-0.9%0.063%
3/6/2026Cedarwood Wealth LLC11,756$321K0.4%N/A0.022%
2/27/2026Instrumental Wealth LLC7,981$198K0.1%N/A0.015%
2/20/2026Sunbelt Securities Inc.58,124$1.44M0.1%-24.0%0.109%
2/19/2026Jacobs Equity LLC15,092$374K0.4%N/A0.028%
2/18/2026Mercer Global Advisors Inc. ADV59,645$1.48M0.0%-20.8%0.111%
2/18/2026EP Wealth Advisors LLC34,344$851K0.0%N/A0.064%
2/18/2026NewEdge Advisors LLC127,704$3.16M0.0%-20.6%0.239%
2/18/2026Tudor Investment Corp ET AL62,491$1.55M0.0%+196.5%0.117%
2/18/2026Align Financial LLC35,793$887K0.0%N/A0.067%
2/17/2026Cetera Investment Advisers330,985$8.20M0.0%+7.5%0.619%
2/17/2026Equitable Holdings Inc.9,429$234K0.0%N/A0.018%
2/17/2026Osaic Holdings Inc.260,413$6.46M0.0%-1.6%0.487%
2/17/2026Advisory Services Network LLC59,816$1.48M0.0%-12.5%0.112%
2/17/2026Tower Research Capital LLC TRC 49,842$1.24M0.0%-88.7%0.093%
2/17/2026Private Advisor Group LLC217,802$5.40M0.0%-0.3%0.407%
2/17/2026Royal Bank of Canada89,670$2.22M0.0%+37.9%0.168%
2/16/2026Mariner LLC63,184$1.57M0.0%+2.3%0.118%
2/16/2026Motiv8 Investments LLC3,413$85K0.0%N/A0.006%
2/16/2026KCM Investment Advisors LLC155,912$3.86M0.1%-7.3%0.291%
2/16/2026Atlas Capital Advisors Inc.15,999$396K0.0%N/A0.030%
2/13/2026Kestra Advisory Services LLC171,424$4.25M0.0%+0.7%0.320%
2/13/2026Transamerica Financial Advisors LLC6,576$163K0.0%+79.2%0.012%
2/13/2026Stifel Financial Corp110,700$2.74M0.0%+5.6%0.207%
2/13/2026Arkadios Wealth Advisors49,132$1.22M0.0%-1.3%0.092%
2/13/2026Headlands Technologies LLC45,436$1.13M0.1%N/A0.085%
2/13/2026Wells Fargo & Company MN455,869$11.29M0.0%-2.5%0.852%
2/13/2026Summit Financial LLC23,242$576K0.0%-71.3%0.043%
2/12/2026Elevation Wealth Management LLC13,854$343K0.3%N/A0.026%
2/12/2026Jane Street Group LLC11,175$277K0.0%-91.2%0.021%
2/12/2026HRT Financial LP27,661$685K0.0%-5.8%0.052%
2/12/2026Commonwealth Equity Services LLC1,286,484$31.87M0.0%-2.9%2.405%
2/12/2026Eley Financial Management Inc160,865$3.99M1.4%-9.3%0.301%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/11/2026KDK Private Wealth Management LLC24,072$596K0.5%-2.1%0.045%
2/11/2026Deutsche Bank AG997$25K0.0%N/A0.002%
2/11/2026LPL Financial LLC826,014$20.46M0.0%-6.3%1.544%
2/11/2026O Shaughnessy Asset Management LLC4,556$113K0.0%-18.3%0.009%
2/11/2026MCF Advisors LLC4,242$105K0.0%N/A0.008%
2/10/2026Lido Advisors LLC1,717,024$42.45M0.1%+0.2%3.209%
2/10/2026BNP Paribas Financial Markets351,000$8.69M0.0%+3,899,900.0%0.656%
2/10/2026Principia Wealth Advisory LLC1,255$31K0.0%+2,961.0%0.002%
2/10/2026Northwestern Mutual Wealth Management Co.539,430$13.36M0.0%-2.2%1.008%
2/10/2026Foundations Investment Advisors LLC10,337$256K0.0%+5.8%0.019%


FENY Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 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 ($59.74M), Commonwealth Equity Services LLC ($31.87M), Vicus Capital ($27.33M), AGF Management Ltd. ($23.07M), LPL Financial LLC ($20.46M), and HighTower Advisors LLC ($17.71M).Learn more on Fidelity MSCI Energy Index ETF's institutional investors.

Of the 204 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. ($1.12M), BNP Paribas Financial Markets ($1.05M), Vicus Capital ($779.45K), Hilltop Wealth Advisors LLC ($534.02K), Cetera Investment Advisers ($532.59K), Soundwatch Capital LLC ($482.18K), and Tower Research Capital LLC TRC ($473.65K).

Institutional investors have bought a total of 8,074,612 shares in the last 24 months. This purchase volume represents approximately $210.58M in transactions.

Of the 84 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: Northwestern Mutual Wealth Management Co. ($683.89K), Envestnet Asset Management Inc. ($640.52K), Tudor Investment Corp ET AL ($469.30K), Tower Research Capital LLC TRC ($391.79K), Guerra Advisors Inc ($187.90K), Advisory Services Network LLC ($184.98K), and NewEdge Advisors LLC ($139.46K).

Institutional investors have sold a total of 3,876,860 shares in the last 24 months. This volume of shares sold represents approximately $97.07M in transactions.


Related Companies

This page (NYSEARCA:FENY) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel