FIDELITY MSCI ENERGY ETF (FENY) Institutional Shareholders
FIDELITY MSCI ENERGY ETF (FENY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $530.17M in FENY holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FENY tracked by InsiderSet, reporting ownership valued at approximately $73.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $87.86M, representing an estimated gain of +19.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FENY value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Lido Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FIDELITY MSCI ENERGY ETF (FENY).
This page ranks the largest institutional FENY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
241
Total Reported Value
$530.17M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$73.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.01% | 2,479,793 | $73,302,681 | $87,859,066 | +$14,556,385 | +19.86% | |
| Lido Advisors, Llc | 0.18% | 1,698,505 | $50,207,814 | $60,178,032 | +$9,970,218 | +19.86% | |
| Envestnet Asset Management Inc | 0.01% | 1,516,919 | $44,840,121 | $53,744,440 | +$8,904,319 | +19.86% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,157,609 | $34,218,911 | $41,014,087 | +$6,795,176 | +19.86% | |
| Lpl Financial Llc | 0.01% | 992,806 | $29,347,337 | $35,175,117 | +$5,827,780 | +19.86% | |
| Agf Management Ltd | 0.09% | 743,673 | $21,982,974 | $26,348,334 | +$4,365,360 | +19.86% | |
| Cetera Investment Advisers | 0.02% | 604,338 | $17,864,227 | $21,411,695 | +$3,547,468 | +19.86% | |
| Marshall Wace, Llp | 0.01% | 452,228 | $13,367,860 | $16,022,438 | +$2,654,578 | +19.86% | |
| Two Sigma Investments, Lp | 0.01% | 293,300 | $8,669,948 | $10,391,619 | +$1,721,671 | +19.86% | |
| Sageguard Financial Group, Llc | 1.16% | 279,901 | $8,273,862 | $9,916,892 | +$1,643,030 | +19.86% | |
| Morgan Stanley | 0.00% | 273,316 | $8,079,278 | $9,683,586 | +$1,604,308 | +19.86% | |
| Cutler Capital Management, Llc | 2.05% | 267,547 | $7,908,692 | $9,479,190 | +$1,570,498 | +19.86% | |
| Wells Fargo & Company/Mn | 0.00% | 243,597 | $7,200,734 | $8,630,642 | +$1,429,908 | +19.86% | |
| Osaic Holdings, Inc. | 0.01% | 234,404 | $6,934,750 | $8,304,934 | +$1,370,184 | +19.76% | |
| Bank Of New York Mellon Corp | 0.00% | 234,246 | $6,924,317 | $8,299,336 | +$1,375,019 | +19.86% | |
| Kestra Advisory Services, Llc | 0.02% | 199,290 | $5,891,027 | $7,060,845 | +$1,169,818 | +19.86% | |
| Ameriprise Financial Inc | 0.00% | 198,321 | $5,863,586 | $7,026,513 | +$1,162,927 | +19.83% | |
| Assuredpartners Investment Advisors, Llc | 0.54% | 188,477 | $5,571,371 | $6,677,740 | +$1,106,369 | +19.86% | |
| Bank Of America Corp | 0.00% | 188,225 | $5,563,927 | $6,668,812 | +$1,104,885 | +19.86% | |
| Financial Partners Group, Inc | 0.63% | 154,213 | $5,246,333 | $5,463,767 | +$217,434 | +4.14% | |
| Composition Wealth, Llc | 0.06% | 174,919 | $5,170,615 | $6,197,380 | +$1,026,765 | +19.86% | |
| Eley Financial Management, Inc | 1.55% | 162,406 | $4,800,707 | $5,754,045 | +$953,338 | +19.86% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 157,926 | $4,668,300 | $5,595,318 | +$927,018 | +19.86% | |
| Traynor Capital Management, Inc. | 0.20% | 145,534 | $4,301,982 | $5,156,270 | +$854,288 | +19.86% | |
| Proficio Capital Partners Llc | 0.15% | 143,520 | $4,242,451 | $5,084,914 | +$842,463 | +19.86% | |
| Kcm Investment Advisors Llc | 0.12% | 131,281 | $3,880,660 | $4,651,286 | +$770,626 | +19.86% | |
| Stifel Financial Corp | 0.00% | 115,954 | $3,427,574 | $4,108,250 | +$680,676 | +19.86% | |
| Fmr Llc | 0.00% | 115,710 | $3,420,375 | $4,099,605 | +$679,230 | +19.86% | |
| Maltin Wealth Management, Inc. | 1.12% | 113,515 | $3,355,515 | $4,021,836 | +$666,321 | +19.86% | |
| Newedge Advisors, Llc | 0.01% | 109,117 | $3,225,485 | $3,866,015 | +$640,530 | +19.86% | |
| Mercer Global Advisors Inc | 0.00% | 107,706 | $3,183,791 | $3,816,024 | +$632,233 | +19.86% | |
| Jacobi Capital Management Llc | 0.15% | 106,348 | $3,143,634 | $3,767,910 | +$624,276 | +19.86% | |
| Yoder Wealth Management, Inc. | 1.17% | 101,016 | $2,986,033 | $3,578,997 | +$592,964 | +19.86% | |
| Wealth Quarterback Llc | 0.92% | 100,204 | $2,962,032 | $3,550,228 | +$588,196 | +19.86% | |
| Park Avenue Securities Llc | 0.02% | 100,060 | $2,958,000 | $3,545,126 | +$587,126 | +19.85% | |
| Ubs Group Ag | 0.00% | 99,971 | $2,955,143 | $3,541,973 | +$586,830 | +19.86% | |
| Northcoast Asset Management Llc | 0.07% | 99,734 | $2,948,142 | $3,533,576 | +$585,434 | +19.86% | |
| Transamerica Financial Advisors, Llc | 0.25% | 99,557 | $2,942,931 | $3,527,305 | +$584,374 | +19.86% | |
| D. E. Shaw & Co., Inc. | 0.00% | 99,033 | $2,927,415 | $3,508,739 | +$581,324 | +19.86% | |
| Trail Ridge Investment Advisors, Llc | 1.10% | 88,197 | $2,607,107 | $3,124,820 | +$517,713 | +19.86% | |
| Qube Research & Technologies Ltd | 0.00% | 78,282 | $2,314,016 | $2,773,531 | +$459,515 | +19.86% | |
| Arax Advisory Partners | 0.01% | 72,268 | $2,136,256 | $2,560,455 | +$424,199 | +19.86% | |
| Mariner, Llc | 0.00% | 68,044 | $2,011,369 | $2,410,799 | +$399,430 | +19.86% | |
| Jpmorgan Chase & Co | 0.00% | 67,194 | $1,999,703 | $2,380,683 | +$380,980 | +19.05% | |
| Sunbelt Securities, Inc. | 0.12% | 57,501 | $1,956,170 | $2,037,260 | +$81,090 | +4.15% | |
| Raymond James Financial Inc | 0.00% | 65,917 | $1,948,520 | $2,335,439 | +$386,919 | +19.86% | |
| Beaumont Financial Advisors, Llc | 0.12% | 64,171 | $1,896,882 | $2,273,579 | +$376,697 | +19.86% | |
| Lynch & Associates/In | 0.32% | 61,490 | $1,817,644 | $2,178,591 | +$360,947 | +19.86% | |
| Advisory Services Network, Llc | 0.02% | 61,351 | $1,813,521 | $2,173,666 | +$360,145 | +19.86% | |
| Aspetuck Financial Management Llc | 1.06% | 60,890 | $1,799,908 | $2,157,333 | +$357,425 | +19.86% |
Frequently asked questions about FENY
Who owns the most FENY stock?
The largest holders of FENY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY MSCI ENERGY ETF (FENY).
Is FENY widely held by superinvestors?
Many widely followed stocks like FENY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FENY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.