— Know what they know.
Not Investment Advice

FENY

Fidelity MSCI Energy Index ETF
1W: +0.5% 1M: +7.5% 3M: +37.5% YTD: +34.4% 1Y: +37.9% 3Y: +75.3% 5Y: +202.3%
$33.04
+0.24 (+0.73%)
After Hours: $32.68 (-0.36, -1.09%)
Weekly Expected Move ±2.4%
$33 $34 $35 $36 $36
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings98
Top 10 Wt63.8%
Beta0.52
% Profitable69%
Coverage100%
Portfolio Valuation
P/E24.1
P/B2.5
P/S2.0
EV/EBITDA10.4
P/FCF24.1
PEG-1.72
Profitability & Returns
Gross Margin17.2%
Net Margin8.3%
ROE10.4%
ROA5.8%
ROIC7.0%
Div Yield2.50%
Leverage & Liquidity
Debt/Equity0.26
Debt/Assets0.15
Net Debt/EBITDA0.8x
Interest Cov20.7x
Current Ratio1.19
Quick Ratio0.86
Growth (YoY)
Revenue+7.0%
Net Income+6.7%
EPS+6.2%
FCF+18.1%
EBITDA+9.2%
Rev CAGR 3Y-3.7%
Quality Scores
Piotroski F5.7
Altman Z3.94
IS Quality69.2
IS Overall51.4
IS Value61.8
Median P/E16.1

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 95 99.5% 34.1
Other 4 0.3%
Utilities 2 0.2% 43.5
Basic Materials 1 0.1% 18.1

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
COP ConocoPhillips 6.17% 4 Bullish 1 3 +22.3%
WMB The Williams Companies, Inc. 3.46% 4 Bullish 12 1 -0.9%
EOG EOG Resources, Inc. 2.99% 4 Bullish 21 1 +26.6%
KMI Kinder Morgan, Inc. 2.62% 4 Bullish 6 3 +1.3%
OKE ONEOK, Inc. 2.24% 4 Bullish 3 1 +5.8%
OXY Occidental Petroleum Corporation 1.78% 4 Bullish 1 2 +36.1%
HAL Halliburton Company 1.29% 4 Bullish 16 1 +6.5%
Showing 50 of 102 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 EXXON MOBIL CORP COMMON STOCK XOM 21.98% $438.0M 2,682,873 24.1 $669.5B Energy
2 CHEVRON CORP COMMON STOCK USD.75 CVX 15.18% $302.5M 1,474,651 32.2 $397.7B Energy
3 CONOCOPHILLIPS COMMON STOCK USD.01 COP 6.17% $122.9M 952,934 19.6 $159.5B Energy
4 WILLIAMS COS INC COMMON STOCK USD1.0 WMB 3.46% $68.9M 933,813 33.6 $88.0B Energy
5 EOG RESOURCES INC COMMON STOCK USD.01 EOG 2.99% $59.6M 416,348 15.4 $76.5B Energy
6 SLB LTD COMMON STOCK USD.01 SLB.PA 2.98% $59.4M 1,144,389 21.7 $57.6B Energy
7 MARATHON PETROLEUM CORP COMMON STOCK USD.01 MPC 2.82% $56.2M 233,158 17.9 $71.2B Energy
8 PHILLIPS 66 COMMON STOCK PSX 2.82% $56.1M 309,546 16.1 $70.6B Energy
9 VALERO ENERGY CORP COMMON STOCK USD.01 VLO 2.80% $55.8M 237,996 31.5 $73.0B Energy
10 KINDER MORGAN INC COMMON STOCK USD.01 KMI 2.62% $52.2M 1,536,611 24.0 $73.4B Energy
11 CHENIERE ENERGY INC COMMON STOCK USD.003 LNG 2.41% $48.0M 168,731 11.3 $60.5B Energy
12 BAKER HUGHES CO COMMON STOCK USD.0001 BKR 2.38% $47.5M 758,179 23.1 $59.7B Energy
13 ONEOK INC COMMON STOCK USD.01 OKE 2.24% $44.6M 484,170 16.4 $55.6B Energy
14 TARGA RESOURCES CORP COMMON STOCK USD.001 TRGP 2.04% $40.7M 165,854 28.5 $52.5B Energy
15 OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 OXY 1.78% $35.5M 573,921 27.1 $62.1B Energy
16 EQT CORP COMMON STOCK EQT 1.65% $32.9M 483,978 18.3 $37.3B Energy
17 DIAMONDBACK ENERGY INC COMMON STOCK USD.01 FANG 1.43% $28.6M 145,744 33.2 $54.7B Energy
18 HALLIBURTON CO COMMON STOCK USD2.5 HAL 1.29% $25.6M 663,408 25.0 $32.1B Energy
19 TEXAS PACIFIC LAND CORP COMMON STOCK USD.01 TPL 1.22% $24.4M 45,932 63.6 $30.6B Energy
20 DEVON ENERGY CORP COMMON STOCK USD.1 DVN 1.20% $23.8M 473,062 11.6 $30.7B Energy
21 TECHNIPFMC PLC COMMON STOCK USD1.0 FTI 1.16% $23.1M 326,525 30.9 $28.4B Energy
22 EXPAND ENERGY CORP COMMON STOCK USD.01 EXE 1.07% $21.3M 186,789 13.6 $25.0B Energy
23 COTERRA ENERGY INC COMMON STOCK USD.1 CTRA 1.06% $21.0M 597,892 15.3 $26.2B Energy
24 OVINTIV INC COMMON STOCK OVV 0.69% $13.8M 229,291 12.3 $16.8B Energy
25 APA CORP COMMON STOCK USD.625 APA 0.61% $12.1M 293,143 10.4 $14.9B Energy
26 PERMIAN RESOURCES CORP CL A COMMON STOCK USD.0001 PR 0.60% $12.0M 574,496 16.9 $15.2B Energy
27 DT MIDSTREAM INC COMMON STOCK USD.01 DTM 0.56% $11.2M 81,985 30.9 $13.6B Energy
28 ANTERO RESOURCES CORP COMMON STOCK USD.01 AR 0.54% $10.8M 241,686 19.7 $12.5B Energy
29 RANGE RESOURCES CORP COMMON STOCK USD.01 RRC 0.46% $9.2M 197,536 15.7 $10.3B Energy
30 HF SINCLAIR CORP COMMON STOCK DINO 0.40% $8.0M 131,929 19.2 $11.1B Energy
31 VIPER ENERGY INC CL A COMMON STOCK USD.000001 VNOM 0.38% $7.6M 160,347 -115.2 $17.4B Energy
32 ANTERO MIDSTREAM CORP COMMON STOCK AM 0.36% $7.1M 301,549 26.3 $10.8B Energy
33 CHORD ENERGY CORP COMMON STOCK CHRD 0.35% $6.9M 49,768 181.5 $8.1B Energy
34 SM ENERGY CO COMMON STOCK USD.01 SM 0.33% $6.6M 208,740 5.4 $3.5B Energy
35 MATADOR RESOURCES CO COMMON STOCK USD.01 MTDR 0.32% $6.3M 103,481 10.3 $7.8B Energy
36 NOV INC COMMON STOCK USD.01 NOV 0.31% $6.2M 314,198 47.1 $6.9B Energy
37 WEATHERFORD INTERNATIONAL PL COMMON STOCK USD.001 WFRD 0.30% $5.9M 61,107 15.9 $6.8B Energy
38 TRANSOCEAN LTD COMMON STOCK CHF.1 RIGN.SW 0.29% $5.8M 862,582 -2.2 $3.8B Energy
39 VALARIS LTD COMMON STOCK USD.01 VAL 0.28% $5.7M 56,390 6.9 $6.8B Energy
40 NOBLE CORP PLC COMMON STOCK USD.00001 NOBLE.CO 0.28% $5.5M 111,838 36.6 $35.3B Energy
41 URANIUM ENERGY CORP COMMON STOCK USD.001 UEC 0.28% $5.5M 409,758 -80.6 $6.7B Energy
42 ARCHROCK INC COMMON STOCK USD.01 AROC 0.27% $5.4M 146,624 18.7 $6.1B Energy
43 CORE NATURAL RESOURCES INC COMMON STOCK USD.01 CNR 0.26% $5.1M 46,494 -34.9 $5.3B Energy
44 MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 MGY 0.25% $5.0M 158,894 17.4 $5.6B Energy
45 CNX RESOURCES CORP COMMON STOCK USD.01 CNX 0.25% $5.0M 123,033 8.3 $5.5B Energy
46 MURPHY OIL CORP COMMON STOCK USD1.0 MUR 0.25% $4.9M 123,557 56.4 $5.9B Energy
47 KODIAK GAS SERVICES INC COMMON STOCK USD.01 KGS 0.24% $4.7M 80,155 62.0 $5.0B Energy
48 HESS MIDSTREAM LP CLASS A COMMON STOCK HESM 0.22% $4.4M 111,193 14.2 $8.1B Energy
49 PLAINS GP HOLDINGS LP CL A LTD PART PAGP 0.22% $4.3M 180,415 18.4 $4.8B Energy
50 LIBERTY ENERGY INC COMMON STOCK LBRT 0.21% $4.3M 147,647 30.8 $4.6B Energy

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms