— Know what they know.
Not Investment Advice

FENY

FIDELITY MSCI ENERGY INDEX ETF
1W: +3.1% 1M: +7.3% 3M: +33.5% YTD: +29.6% 1Y: +33.2% 3Y: +71.6% 5Y: +171.5%
$32.80
-0.21 (-0.64%)
After Hours: $33.52 (+0.72, +2.18%)
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings98
Top 10 Wt64.2%
Beta0.52
% Profitable69%
Coverage100%
Portfolio Valuation
P/E24.1
P/B2.5
P/S2.0
EV/EBITDA10.4
P/FCF24.2
PEG-1.75
Profitability & Returns
Gross Margin17.2%
Net Margin8.3%
ROE10.4%
ROA5.8%
ROIC7.0%
Div Yield2.50%
Leverage & Liquidity
Debt/Equity0.27
Debt/Assets0.15
Net Debt/EBITDA0.8x
Interest Cov20.5x
Current Ratio1.19
Quick Ratio0.86
Growth (YoY)
Revenue+7.9%
Net Income+6.4%
EPS+5.9%
FCF+17.5%
EBITDA+8.8%
Rev CAGR 3Y-3.5%
Quality Scores
Piotroski F5.8
Altman Z4.01
IS Quality69.3
IS Overall58.2
IS Value61.6
Median P/E16.1

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Energy 95 99.4% 34.6
Other 4 0.3%
Utilities 2 0.2% 41.7
Basic Materials 1 0.1% 25.6

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 +18.9%
WMB The Williams Companies, Inc. 3.56% 4 Bullish 12 1 -0.3%
EOG EOG Resources, Inc. 3.00% 4 Bullish 21 1 +23.1%
KMI Kinder Morgan, Inc. 2.62% 4 Bullish 6 3 +1.0%
OKE ONEOK, Inc. 2.18% 4 Bullish 3 1 +7.0%
OXY Occidental Petroleum Corporation 1.75% 4 Bullish 1 2 +31.2%
HAL Halliburton Company 1.26% 4 Bullish 16 1 +2.0%
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 22.14% $411.1M 2,608,399 24.0 $665.6B Energy
2 CHEVRON CORP COMMON STOCK USD.75 CVX 15.34% $284.7M 1,433,699 32.6 $403.4B Energy
3 CONOCOPHILLIPS COMMON STOCK USD.01 COP 6.17% $114.6M 926,504 19.1 $155.1B Energy
4 WILLIAMS COS INC COMMON STOCK USD1.0 WMB 3.56% $66.1M 907,888 33.8 $88.5B Energy
5 EOG RESOURCES INC COMMON STOCK USD.01 EOG 3.00% $55.7M 404,798 15.0 $75.3B Energy
6 VALERO ENERGY CORP COMMON STOCK USD.01 VLO 2.97% $55.2M 231,392 31.0 $73.2B Energy
7 MARATHON PETROLEUM CORP COMMON STOCK USD.01 MPC 2.88% $53.6M 226,689 17.2 $69.9B Energy
8 PHILLIPS 66 COMMON STOCK PSX 2.80% $52.0M 300,942 16.1 $70.3B Energy
9 SLB LTD COMMON STOCK USD.01 SLB.PA 2.72% $50.4M 1,112,623 20.5 $57.6B Energy
10 KINDER MORGAN INC COMMON STOCK USD.01 KMI 2.62% $48.7M 1,493,962 23.9 $73.1B Energy
11 CHENIERE ENERGY INC COMMON STOCK USD.003 LNG 2.35% $43.7M 164,051 11.3 $60.5B Energy
12 BAKER HUGHES CO COMMON STOCK USD.0001 BKR 2.28% $42.4M 737,154 23.0 $59.6B Energy
13 ONEOK INC COMMON STOCK USD.01 OKE 2.18% $40.6M 470,721 16.6 $56.2B Energy
14 TARGA RESOURCES CORP COMMON STOCK USD.001 TRGP 2.03% $37.7M 161,262 27.7 $51.0B Energy
15 OCCIDENTAL PETROLEUM CORP COMMON STOCK USD.2 OXY 1.75% $32.6M 557,970 26.1 $59.9B Energy
16 EQT CORP COMMON STOCK EQT 1.61% $29.9M 470,572 19.8 $40.4B Energy
17 DIAMONDBACK ENERGY INC COMMON STOCK USD.01 FANG 1.45% $26.9M 141,712 33.0 $54.3B Energy
18 TEXAS PACIFIC LAND CORP COMMON STOCK USD.01 TPL 1.27% $23.7M 44,650 74.4 $35.8B Energy
19 HALLIBURTON CO COMMON STOCK USD2.5 HAL 1.26% $23.4M 644,998 23.9 $30.7B Energy
20 DEVON ENERGY CORP COMMON STOCK USD.1 DVN 1.19% $22.2M 459,931 11.4 $30.2B Energy
21 TECHNIPFMC PLC COMMON STOCK USD1.0 FTI 1.11% $20.7M 317,479 28.4 $26.4B Energy
22 COTERRA ENERGY INC COMMON STOCK USD.1 CTRA 1.05% $19.5M 581,303 15.1 $25.8B Energy
23 EXPAND ENERGY CORP COMMON STOCK USD.01 EXE 1.03% $19.2M 181,608 14.1 $25.8B Energy
24 OVINTIV INC COMMON STOCK OVV 0.67% $12.5M 222,925 11.8 $16.1B Energy
25 PERMIAN RESOURCES CORP CL A COMMON STOCK USD.0001 PR 0.59% $11.0M 558,562 16.0 $14.4B Energy
26 DT MIDSTREAM INC COMMON STOCK USD.01 DTM 0.57% $10.7M 79,729 30.4 $13.4B Energy
27 APA CORP COMMON STOCK USD.625 APA 0.56% $10.4M 284,998 9.7 $13.8B Energy
28 ANTERO RESOURCES CORP COMMON STOCK USD.01 AR 0.53% $9.8M 235,008 21.0 $13.3B Energy
29 RANGE RESOURCES CORP COMMON STOCK USD.01 RRC 0.45% $8.4M 192,056 16.1 $10.5B Energy
30 HF SINCLAIR CORP COMMON STOCK DINO 0.41% $7.7M 128,247 19.0 $11.1B Energy
31 VIPER ENERGY INC CL A COMMON STOCK USD.000001 VNOM 0.40% $7.3M 155,872 -119.2 $18.0B Energy
32 ANTERO MIDSTREAM CORP COMMON STOCK AM 0.36% $6.7M 293,198 26.2 $10.8B Energy
33 CHORD ENERGY CORP COMMON STOCK CHRD 0.34% $6.3M 48,382 168.6 $7.5B Energy
34 MATADOR RESOURCES CO COMMON STOCK USD.01 MTDR 0.31% $5.8M 100,592 9.6 $7.3B Energy
35 NOV INC COMMON STOCK USD.01 NOV 0.30% $5.6M 305,463 46.9 $6.8B Energy
36 SM ENERGY CO COMMON STOCK USD.01 SM 0.30% $5.5M 202,943 5.3 $3.5B Energy
37 URANIUM ENERGY CORP COMMON STOCK USD.001 UEC 0.29% $5.4M 398,384 -71.8 $5.9B Energy
38 TRANSOCEAN LTD COMMON STOCK CHF.1 RIGN.SW 0.28% $5.2M 838,639 -2.0 $3.8B Energy
39 WEATHERFORD INTERNATIONAL PL COMMON STOCK USD.001 WFRD 0.28% $5.1M 59,401 14.4 $6.2B Energy
40 ARCHROCK INC COMMON STOCK USD.01 AROC 0.27% $5.1M 142,563 19.2 $6.2B Energy
41 VALARIS LTD COMMON STOCK USD.01 VAL 0.27% $5.1M 54,823 6.5 $6.4B Energy
42 NOBLE CORP PLC COMMON STOCK USD.00001 NOBLE.CO 0.27% $5.1M 108,724 34.2 $35.3B Energy
43 CNX RESOURCES CORP COMMON STOCK USD.01 CNX 0.27% $4.9M 119,630 8.7 $5.8B Energy
44 MAGNOLIA OIL + GAS CORP A COMMON STOCK USD.0001 MGY 0.25% $4.7M 154,545 17.3 $5.6B Energy
45 CORE NATURAL RESOURCES INC COMMON STOCK USD.01 CNR 0.25% $4.6M 45,238 -35.9 $5.5B Energy
46 MURPHY OIL CORP COMMON STOCK USD1.0 MUR 0.25% $4.6M 120,191 53.2 $5.5B Energy
47 LIBERTY ENERGY INC COMMON STOCK LBRT 0.24% $4.5M 143,672 34.4 $5.1B Energy
48 KODIAK GAS SERVICES INC COMMON STOCK USD.01 KGS 0.23% $4.3M 78,096 59.8 $4.8B Energy
49 HESS MIDSTREAM LP CLASS A COMMON STOCK HESM 0.23% $4.3M 108,155 14.5 $8.2B Energy
50 PLAINS GP HOLDINGS LP CL A LTD PART PAGP 0.22% $4.1M 175,504 18.1 $4.7B 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