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Briaud Financial Planning’s Fidelity Clean Energy ETF FRNW Stock Holding History

Briaud Financial Planning’s Portfolio FRNW Stock Details FRNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed – – 135
2025
Q2 		$0 Buy
+6
New +$84 ﹤0.01% 353

Other funds holding FRNW

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briaud Financial Planning's FRNW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Clean Energy ETF (FRNW) in Q3 2025, closing a stake of 6 shares.

Briaud Financial Planning first reported a position in FRNW in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 10 funds tracked by Wall St. Rank hold FRNW as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 6 Fidelity Clean Energy ETF shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Fidelity Clean Energy ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Clean Energy ETF position peaked at $0 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.