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Able Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Able Wealth Management’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
2025
Q2 		– Sell
-10,210
Closed -$261K – 113
2025
Q1 		$261K Sell
10,210
-4,135
-29% -$103K 0.15% 84
2024
Q4 		$342K Sell
14,345
-2,183
-13% -$54.7K 0.22% 65
2024
Q3 		$398K Sell
16,528
-2,338
-12% -$57.4K 0.3% 58
2024
Q2 		$473K Sell
18,866
-1,013
-5% -$25.9K 0.39% 50
2024
Q1 		$514K Sell
19,879
-3,970
-17% -$93.5K 0.45% 40
2023
Q4 		$549K Buy
+23,849
New +$562K 0.5% 37

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Able Wealth Management's FENY Position: Q2 2025 in Review

Able Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 10,210 shares — an estimated $261K sold.

Able Wealth Management first reported a position in FENY in Q4 2023 and held it in 6 quarters. The position peaked at $549K in Q4 2023. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Able Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Able Wealth Management sold 10,210 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $261K.
  • Able Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 6 quarters.
  • Able Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $549K in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Able Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.