Action Point Financial Planning’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Action Point Financial Planning’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	$319K	Buy	+10,808	New	+$344K	0.03%	343

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Action Point Financial Planning's FENY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 10,808 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #343 among its holdings.

245 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Action Point Financial Planning held 10,808 shares of Fidelity MSCI Energy Index ETF worth $319K as of Q2 2026.
Fidelity MSCI Energy Index ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #343 holding.
245 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.