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

Accredited 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
Q3 		$140K Sell
42
-3,299
-99% -$79.8K 0.1% 83
2025
Q2 		$78.4K Buy
3,341
+411
+14% +$9.42K 0.06% 114
2025
Q1 		$74.9K Buy
2,930
+249
+9% +$6.19K 0.06% 107
2024
Q4 		$63.9K Buy
+2,681
New +$67.2K 0.06% 126

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's FENY Position: Q3 2025 in Review

Accredited Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 99% in Q3 2025, selling an estimated $79.8K and leaving 42 shares worth $140K. The position accounts for 0.1% of the portfolio, ranked #83.

Accredited Wealth Management first reported a position in FENY in Q4 2024 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

  • Accredited Wealth Management held 42 shares of Fidelity MSCI Energy Index ETF worth $140K as of Q3 2025.
  • Accredited Wealth Management sold 3,299 Fidelity MSCI Energy Index ETF shares in Q3 2025, an estimated $79.8K.
  • Fidelity MSCI Energy Index ETF made up 0.1% of Accredited Wealth Management's portfolio in Q3 2025, its #83 holding.
  • Accredited Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.