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Atlas Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Atlas Capital Advisors’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 		$770K Buy
26,049
+9,742
+60% +$310K 0.08% 205
2026
Q1 		$555K Buy
16,307
+308
+2% +$9.16K 0.06% 242
2025
Q4 		$396K Buy
+15,999
New +$395K 0.04% 300
2025
Q2 		$271K Sell
11,566
-13,013
-53% -$298K 0.03% 350
2025
Q1 		$628K Buy
24,579
+8,097
+49% +$201K 0.08% 210
2024
Q4 		$393K Sell
16,482
-700
-4% -$17.5K 0.05% 289
2024
Q3 		$414K Sell
17,182
-11,150
-39% -$274K 0.06% 257
2024
Q2 		$711K Sell
28,332
-2,462
-8% -$63K 0.09% 177
2024
Q1 		$797K Buy
30,794
+4,126
+15% +$97.1K 0.12% 152
2023
Q4 		$614K Sell
26,668
-2,077
-7% -$48.9K 0.09% 181
2023
Q3 		$716K Sell
28,745
-357
-1% -$8.58K 0.12% 138
2023
Q2 		$645K Buy
29,102
+11,354
+64% +$251K 0.1% 161
2023
Q1 		$398K Sell
17,748
-7,551
-30% -$176K 0.06% 230
2022
Q4 		$603K Buy
25,299
+3,943
+18% +$94.1K 0.1% 162
2022
Q3 		$424K Sell
21,356
-17,214
-45% -$357K 0.08% 210
2022
Q2 		$748K Buy
38,570
+3,454
+10% +$75.5K 0.13% 136
2022
Q1 		$735K Buy
35,116
+7,928
+29% +$149K 0.11% 160
2021
Q4 		$413K Buy
27,188
+19,559
+256% +$304K 0.06% 249
2021
Q3 		$110K Sell
7,629
-203
-3% -$2.75K 0.02% 421
2021
Q2 		$116K Buy
7,832
+2,758
+54% +$38.9K 0.02% 435
2021
Q1 		$67.2K Buy
5,074
+3,405
+204% +$42.4K 0.01% 468
2020
Q4 		$16.9K Buy
+1,669
New +$15.3K ﹤0.01% 557
2020
Q3 		– Sell
-1,669
Closed -$16.6K – 405
2020
Q2 		$16.6K Sell
1,669
-755
-31% -$7.33K ﹤0.01% 567
2020
Q1 		$18.2K Buy
2,424
+1,669
+221% +$20.9K 0.01% 526
2019
Q4 		$12.1K Hold
755
– – ﹤0.01% 575
2019
Q3 		$11.9K Buy
+755
New +$12.2K ﹤0.01% 564

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

Atlas Capital Advisors's FENY Position: Q2 2026 in Review

Atlas Capital Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 60% in Q2 2026, buying an estimated $310K and bringing the position to 26,049 shares worth $770K. The position accounts for 0.08% of the portfolio, ranked #205.

Atlas Capital Advisors first reported a position in FENY in Q3 2019 and has held it in 26 quarters since. The position peaked at $797K in Q1 2024. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Atlas Capital Advisors held 26,049 shares of Fidelity MSCI Energy Index ETF worth $770K as of Q2 2026.
  • Atlas Capital Advisors bought 9,742 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $310K.
  • Fidelity MSCI Energy Index ETF made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #205 holding.
  • Atlas Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2019 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Fidelity MSCI Energy Index ETF position peaked at $797K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.