Burk Holdings’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Burk Holdings’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 Q1	$124K	Buy	+3,641	New	+$108K	0.05%	100

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Burk Holdings's FENY Position: Q1 2026 in Review

Burk Holdings opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q1 2026: 3,641 shares worth $124K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings.

257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Burk Holdings held 3,641 shares of Fidelity MSCI Energy Index ETF worth $124K as of Q1 2026.
Fidelity MSCI Energy Index ETF was a new Burk Holdings position in Q1 2026.
Fidelity MSCI Energy Index ETF made up 0.05% of Burk Holdings's portfolio in Q1 2026, its #100 holding.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.