Institutional Ownership Fidelity Covington Tr Msci Ene (FENY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ene (FENY). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $436 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
77
shares
|
$1,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
76
shares
|
$1,932
0.0% of portfolio
|
Q1 2022
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
70
shares
|
$1,780
0.0% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
65
shares
|
$1,652
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$1,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
50
shares
|
$1,271
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
50
shares
|
$1,271
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
42
shares
|
$1,068
0.1% of portfolio
|
Q3 2025
Reduced 98.74%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
42
shares
|
$1,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
38
shares
|
$966
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
22
shares
|
$559
0.0% of portfolio
|
Q3 2025
Reduced 43.59%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$254
0.0% of portfolio
|
Q2 2021
Reduced 97.73%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
10
shares
|
$254
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4
shares
|
$101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|