Who owns FENY?
Fidelity MSCI Energy Index ETF · Fidelity
248 institutions reported holding FENY, worth $593.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FENY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $73.3M | 2,479,793 | +76,164 shares |
| Lido Advisors, LLC | Los Angeles, CA | $50.2M | 1,698,505 | −57,420 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $44.8M | 1,516,919 | +660,650 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $34.2M | 1,157,609 | −118,779 shares |
| LPL Financial LLC | Fort Mill, SC | $29.3M | 992,806 | +63,991 shares |
| HighTower Advisors, LLC | Chicago, IL | $28.8M | 974,225 | −65,352 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $27.6M | 932,861 | +38,433 shares |
| AGF Management Ltd. | Toronto, Ontario, Canada | $22.0M | 743,673 | +12,612 shares |
| Cetera Investment Advisers | Schaumburg, IL | $17.9M | 604,338 | +175,941 shares |
| Marshall WACE, LLP | London, United Kingdom | $13.4M | 452,228 | −356,860 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FENY?
248 institutional managers reported holding FENY in Form 13F filings for June 30, 2026, worth $593.7M in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $73.3M.
Did institutions buy or sell FENY last quarter?
Reported 13F value fell 23.2% from March 31, 2026, which includes price moves as well as buying and selling. 36 firms reported a new position and 41 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FENY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.