Birchbrook’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Birchbrook’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 Q3	$678	Hold	20	–	–	﹤0.01%	273
2026 Q2	$592	Buy	+20	New	+$637	﹤0.01%	286

Other funds holding FENY

Scheeler Financial West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Birchbrook's FENY Position: Q3 2026 in Review

Birchbrook held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2026 at 20 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Birchbrook first reported a position in FENY in Q2 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Birchbrook held 20 shares of Fidelity MSCI Energy Index ETF worth $678 as of Q3 2026.
Birchbrook left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #273 holding.
Birchbrook first reported a position in Fidelity MSCI Energy Index ETF in Q2 2026 and has held it in 2 quarters since.
93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.