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Bullock Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bullock Wealth Management’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 		$1.12K Hold
38
– – ﹤0.01% 570
2026
Q1 		$1.24K Hold
38
– – ﹤0.01% 578
2025
Q4 		$934 Buy
38
+1
+3% +$25 ﹤0.01% 565
2025
Q3 		$927 Hold
37
– – ﹤0.01% 577
2025
Q2 		$876 Hold
37
– – ﹤0.01% 550
2025
Q1 		$945 Hold
37
– – ﹤0.01% 533
2024
Q4 		$871 Sell
37
-138
-79% -$3.46K ﹤0.01% 565
2024
Q3 		$4.32K Buy
175
+1
+0.6% +$25 ﹤0.01% 442
2024
Q2 		$4.36K Buy
174
+1
+0.6% +$26 ﹤0.01% 422
2024
Q1 		$4.5K Buy
+173
New +$4.07K ﹤0.01% 430

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 22.9% 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 $104B AUM 28.3% 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

Bullock Wealth Management's FENY Position: Q2 2026 in Review

Bullock Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 38 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Bullock Wealth Management first reported a position in FENY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.5K in Q1 2024. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Bullock Wealth Management held 38 shares of Fidelity MSCI Energy Index ETF worth $1.12K as of Q2 2026.
  • Bullock Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Bullock Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $4.5K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.