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

Abound 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
2026
Q2 		$6.9K Sell
233
-71
-23% -$2.26K ﹤0.01% 541
2026
Q1 		$10.4K Buy
+304
New +$9.04K ﹤0.01% 538
2024
Q2 		– Sell
-472
Closed -$12.2K – 1217
2024
Q1 		$12.2K Buy
+472
New +$11.1K ﹤0.01% 333

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Abound Wealth Management's FENY Position: Q2 2026 in Review

Abound Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 23% in Q2 2026, selling an estimated $2.26K and leaving 233 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Abound Wealth Management first reported a position in FENY in Q1 2024 and has held it in 3 quarters since. The position peaked at $12.2K in Q1 2024. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Abound Wealth Management held 233 shares of Fidelity MSCI Energy Index ETF worth $6.9K as of Q2 2026.
  • Abound Wealth Management sold 71 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $2.26K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Abound Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 3 quarters since.
  • Abound Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $12.2K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.