Fidelity Investments
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Fidelity Investments’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Fidelity Investments’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Buy
1,408
+797
+130% +$31K ﹤0.01% 4272
2026
Q1 		$19.3K Buy
611
+45
+8% +$1.5K ﹤0.01% 4533
2025
Q4 		$17.3K Buy
566
+236
+72% +$7.51K ﹤0.01% 4525
2025
Q3 		$9.53K Buy
330
+105
+47% +$2.59K ﹤0.01% 4618
2025
Q2 		$4.47K Sell
225
-919
-80% -$15.8K ﹤0.01% 4732
2025
Q1 		$18K Buy
1,144
+1,009
+747% +$18.9K ﹤0.01% 4263
2024
Q4 		$2.7K Sell
135
-44
-25% -$897 ﹤0.01% 4761
2024
Q3 		$3.58K Sell
179
-355
-66% -$7.08K ﹤0.01% 4690
2024
Q2 		$10.8K Buy
534
+517
+3,041% +$11.1K ﹤0.01% 4307
2024
Q1 		$394 Sell
17
-38
-69% -$913 ﹤0.01% 4864
2023
Q4 		$1.64K Sell
55
-103
-65% -$2.84K ﹤0.01% 4689
2023
Q3 		$4.96K Sell
158
-769
-83% -$29.1K ﹤0.01% 4330
2023
Q2 		$37.2K Buy
927
+772
+498% +$28.8K ﹤0.01% 3581
2023
Q1 		$6.26K Buy
155
+104
+204% +$4.38K ﹤0.01% 4313
2022
Q4 		$1.96K Sell
51
-43
-46% -$1.91K ﹤0.01% 4514
2022
Q3 		$5K Buy
94
+6
+7% +$327 ﹤0.01% 4325
2022
Q2 		$4K Sell
88
-235
-73% -$12.3K ﹤0.01% 4389
2022
Q1 		$21K Sell
323
-1,129
-78% -$67.7K ﹤0.01% 3997
2021
Q4 		$105K Sell
1,452
-37
-2% -$3.02K ﹤0.01% 3083
2021
Q3 		$115K Sell
1,489
-20
-1% -$1.64K ﹤0.01% 3046
2021
Q2 		$141K Sell
1,509
-309
-17% -$26.8K ﹤0.01% 2985
2021
Q1 		$179K Buy
1,818
+477
+36% +$54.5K ﹤0.01% 2837
2020
Q4 		$139K Buy
1,341
+1,265
+1,664% +$102K ﹤0.01% 2840
2020
Q3 		$5K Sell
76
-11
-13% -$572 ﹤0.01% 3318
2020
Q2 		$4K Sell
87
-102
-54% -$3.4K ﹤0.01% 3284
2020
Q1 		$5K Sell
189
-81
-30% -$2.86K ﹤0.01% 3262
2019
Q4 		$9K Buy
+270
New +$8.25K ﹤0.01% 3292
2019
Q2 		– Sell
-1
Closed – – 4057
2019
Q1 		$0 Hold
1
– – ﹤0.01% 4046
2018
Q4 		$0 Buy
+1
New +$23 ﹤0.01% 3968

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments's PBW Position: Q2 2026 in Review

Fidelity Investments increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 130% in Q2 2026, buying an estimated $31K and bringing the position to 1,408 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

Fidelity Investments first reported a position in PBW in Q4 2018 and has held it in 29 quarters since. The position peaked at $179K in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Fidelity Investments held 1,408 shares of Invesco WilderHill Clean Energy ETF worth $54.9K as of Q2 2026.
  • Fidelity Investments bought 797 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $31K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4272 holding.
  • Fidelity Investments first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2018 and has held it in 29 quarters since.
  • Fidelity Investments's Invesco WilderHill Clean Energy ETF position peaked at $179K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.