SFL
FENY icon

Scheeler Financial LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Scheeler Financial LLC’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.35M Buy
+187,183
New +$6.29M 4.8% 3

Other funds holding FENY

CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Scheeler Financial LLC's FENY Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q3 2026: 187,183 shares worth $6.35M. The stake represents 4.8% of the portfolio and ranks #3 among its holdings.

11 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Scheeler Financial LLC held 187,183 shares of Fidelity MSCI Energy Index ETF worth $6.35M as of Q3 2026.
  • Fidelity MSCI Energy Index ETF was a new Scheeler Financial LLC position in Q3 2026.
  • Fidelity MSCI Energy Index ETF made up 4.8% of Scheeler Financial LLC's portfolio in Q3 2026, its #3 holding.
  • 11 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.