Bravias Capital Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bravias Capital Group’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	$1.54M	Buy	52,061 +1,139	+2%	+$36.3K	0.91%	28
2026 Q1	$1.73M	Buy	50,922 +10,133	+25%	+$301K	1.13%	18
2025 Q4	$1.01M	Buy	40,789 +6,482	+19%	+$160K	0.61%	34
2025 Q3	$848K	Buy	34,307 +2,270	+7%	+$54.9K	0.57%	32
2025 Q2	$751K	Buy	32,037 +2,776	+9%	+$63.6K	0.55%	35
2025 Q1	$748K	Sell	29,261 -983	-3%	-$24.4K	0.61%	33
2024 Q4	$736K	Buy	+30,244	New	+$758K	0.6%	32

Other funds holding FENY

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

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Bravias Capital Group's FENY Position: Q2 2026 in Review

Bravias Capital Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 2.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 52,061 shares worth $1.54M. The position accounts for 0.91% of the portfolio, ranked #28.

Bravias Capital Group first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 101 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Bravias Capital Group held 52,061 shares of Fidelity MSCI Energy Index ETF worth $1.54M as of Q2 2026.
Bravias Capital Group bought 1,139 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $36.3K.
Fidelity MSCI Energy Index ETF made up 0.91% of Bravias Capital Group's portfolio in Q2 2026, its #28 holding.
Bravias Capital Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
Bravias Capital Group's Fidelity MSCI Energy Index ETF position peaked at $1.73M in Q1 2026.
101 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.