Brown, Lisle/Cummings’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Brown, Lisle/Cummings’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	$1.92K	Hold	65	–	–	﹤0.01%	856
2026 Q1	$2.21K	Hold	65	–	–	﹤0.01%	796
2025 Q4	$1.61K	Hold	65	–	–	﹤0.01%	655
2025 Q3	$1.61K	Hold	65	–	–	﹤0.01%	669
2025 Q2	$1.52K	Hold	65	–	–	﹤0.01%	675
2025 Q1	$1.66K	Hold	65	–	–	﹤0.01%	668
2024 Q4	$1.55K	Hold	65	–	–	﹤0.01%	610
2024 Q3	$1.56K	Hold	65	–	–	﹤0.01%	583
2024 Q2	$1.63K	Hold	65	–	–	﹤0.01%	574
2024 Q1	$1.68K	Hold	65	–	–	﹤0.01%	528
2023 Q4	$1.5K	Hold	65	–	–	﹤0.01%	544
2023 Q3	$1.62K	Hold	65	–	–	﹤0.01%	521
2023 Q2	$1.44K	Hold	65	–	–	﹤0.01%	528
2023 Q1	$1.46K	Hold	65	–	–	﹤0.01%	507
2022 Q4	$1.55K	Hold	65	–	–	﹤0.01%	489
2022 Q3	$1.29K	Buy	+65	New	+$1.35K	﹤0.01%	489

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Brown, Lisle/Cummings's FENY Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 65 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Brown, Lisle/Cummings first reported a position in FENY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.21K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Brown, Lisle/Cummings held 65 shares of Fidelity MSCI Energy Index ETF worth $1.92K as of Q2 2026.
Brown, Lisle/Cummings left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #856 holding.
Brown, Lisle/Cummings first reported a position in Fidelity MSCI Energy Index ETF in Q3 2022 and has held it in 16 quarters since.
Brown, Lisle/Cummings's Fidelity MSCI Energy Index ETF position peaked at $2.21K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.