FENY

Fidelity Msci Energy Etf

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Fidelity Msci Energy Etf (FENY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Fidelity Msci Energy Etf (FENY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Fidelity Msci Energy Etf (FENY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Fidelity Msci Energy Etf (FENY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Decreased -9.05%
0.3%
$4.466M
187,345 shares@ 23.84 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Decreased -20.49%
0.08%
$1.144M
48,005 shares@ 23.85 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -0.17%
0.02%
$689,508
28,922 shares@ 23.85 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Decreased -5.38%
0.04%
$440,534
18,479 shares@ 23.84 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -54.43%
0.01%
$364,000
15,249 shares@ 23.88 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -3.03%
0.01%
$315,023
13,214 shares@ 23.85 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -0.15%
0.11%
$303,054
12,712 shares@ 23.84 avg price
Timothy Monaco@Sugar Maple Asset Management, Llc
Recent Activity
Decreased -25.75%
0.14%
$181,756
7,624 shares@ 23.84 avg price