AIP
FENY icon

Almanack Investment Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Almanack Investment Partners’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
Q1 		$206K Buy
+6,044
New +$180K 0.03% 166
2022
Q4 		– Sell
-2,750
Closed -$55K – 511
2022
Q3 		$55K Buy
+2,750
New +$57.1K 0.01% 252
2018
Q3 		– Sell
-4,821
Closed -$102K – 274
2018
Q2 		$102K Sell
4,821
-3,883
-45% -$80.3K 0.05% 147
2018
Q1 		$163K Sell
8,704
-111,153
-93% -$2.18M 0.06% 128
2017
Q4 		$2.4M Buy
+119,857
New +$2.28M 0.95% 24

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Almanack Investment Partners's FENY Position: Q1 2026 in Review

Almanack Investment Partners opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q1 2026: 6,044 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in FENY as recently as Q3 2022.

Almanack Investment Partners first reported a position in FENY in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.4M in Q4 2017. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Almanack Investment Partners held 6,044 shares of Fidelity MSCI Energy Index ETF worth $206K as of Q1 2026.
  • Fidelity MSCI Energy Index ETF was a new Almanack Investment Partners position in Q1 2026.
  • Fidelity MSCI Energy Index ETF made up 0.03% of Almanack Investment Partners's portfolio in Q1 2026, its #166 holding.
  • Almanack Investment Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 5 quarters since.
  • Almanack Investment Partners's Fidelity MSCI Energy Index ETF position peaked at $2.4M in Q4 2017.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.