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Beacon Pointe Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Beacon Pointe 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 		$262K Buy
8,876
+585
+7% +$18.6K ﹤0.01% 1677
2026
Q1 		$282K Buy
+8,291
New +$247K ﹤0.01% 1572
2022
Q2 		– Sell
-29,931
Closed -$627K – 1105
2022
Q1 		$627K Buy
+29,931
New +$563K 0.01% 742

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

Beacon Pointe Advisors's FENY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 7.1% in Q2 2026, buying an estimated $18.6K and bringing the position to 8,876 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Beacon Pointe Advisors first reported a position in FENY in Q1 2022 and has held it in 3 quarters since. The position peaked at $627K in Q1 2022. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Beacon Pointe Advisors held 8,876 shares of Fidelity MSCI Energy Index ETF worth $262K as of Q2 2026.
  • Beacon Pointe Advisors bought 585 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $18.6K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1677 holding.
  • Beacon Pointe Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Fidelity MSCI Energy Index ETF position peaked at $627K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.