POWR — ISHARES MSCI GLOBAL ENERGY P
As of Q2 2026, 5 SEC-registered investment managers reported holding POWR (ISHARES MSCI GLOBAL ENERGY P) in their latest 13F filings, with a combined reported value of $7.44M across 266.15K shares. That is +153.2% by share count (+161.03K shares) versus the previous quarter, while reported value moved +169.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 181.01K | $5.06M | 0.00% | Add |
| Bank of America Corp history | 67.50K | $1.89M | 0.00% | Add |
| Citadel Advisors history | 13.70K | $383.05K | 0.00% | New |
| UBS Group AG history | 3.72K | $104.07K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 219 | $6.12K | 0.00% | Add |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 86.92K | $2.28M | 0.00% | Add |
| Bank of America Corp history | 17.17K | $450.45K | 0.00% | Add |
| UBS Group AG history | 600 | $15.74K | 0.00% | Reduce |
| Wells Fargo & Co history | 257 | $6.75K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 169 | $4.43K | 0.00% | Reduce |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 48.64K | $1.14M | 0.00% | Add |
| Morgan Stanley history | 15.40K | $362.41K | 0.00% | Add |
| UBS Group AG history | 8.07K | $189.91K | 0.00% | Add |
| Bank of America Corp history | 4.94K | $116.28K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 852 | $20.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $22 | 0.00% | Hold |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 37.22K | $933.53K | 0.00% | Add |
| Bank of America Corp history | 16.41K | $411.66K | 0.00% | Reduce |
| Morgan Stanley history | 9.51K | $238.58K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 857 | $21.50K | 0.00% | Add |
| UBS Group AG history | 481 | $12.07K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $16 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 30.32K | $719.09K | 0.00% | New |
| Bank of America Corp history | 16.78K | $397.99K | 0.00% | Add |
| Morgan Stanley history | 15.04K | $356.56K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 204 | $4.83K | 0.00% | Reduce |
| UBS Group AG history | 127 | $3.01K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $21 | 0.00% | Hold |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 20.12K | $500.32K | 0.00% | Add |
| Bank of America Corp history | 13.82K | $343.73K | 0.00% | Add |
| UBS Group AG history | 1.09K | $27.01K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 303 | $7.53K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $13 | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 13.70K sh · $383.05K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 257 sh · $6.75K
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 181.01K | 86.92K | 15.40K | 9.51K | 15.04K | 20.12K | 18.78K | 52.93K | 83.44K | 60.86K | 48.80K | 52.75K | 28.26K | 33.19K | 73.30K | 78.03K | 59.64K | 40.38K | 33.41K | 26.39K |
| Bank of America Corp | 67.50K | 17.17K | 4.94K | 16.41K | 16.78K | 13.82K | 12.33K | 7.81K | 7.17K | 5.38K | 6.54K | 6.54K | 5.98K | 5.33K | 18.47K | 8.69K | 8.69K | 8.65K | 65.43K | 111.42K |
| Citadel Advisors | 13.70K | — | 48.64K | 37.22K | 30.32K | — | — | — | — | 31.41K | — | — | — | 29.72K | 26.51K | — | 22.67K | — | — | — |
| UBS Group AG | 3.72K | 600 | 8.07K | 481 | 127 | 1.09K | — | 436 | — | 160 | 1.79K | 1.37K | — | 755 | 4.67K | 3.88K | 203 | 964 | 1.44K | — |
| Fidelity Management & Research (FMR) | 219 | 169 | 852 | 857 | 204 | 303 | 220 | 220 | 50 | 50 | — | — | — | — | — | 1.30K | 1 | 191 | — | — |
| Wells Fargo & Co | — | 257 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | 2.53K | 2.53K | 2.53K | 2.53K | 2.53K | 2.53K | 2.53K | 1.06K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details