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Calton & Associates’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Calton & Associates’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 		– Sell
-6,458
Closed -$220K – 435
2026
Q1 		$220K Buy
+6,458
New +$192K 0.03% 400

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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

Calton & Associates's FENY Position: Q2 2026 in Review

Calton & Associates sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 6,458 shares — an estimated $220K sold.

Calton & Associates first reported a position in FENY in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Calton & Associates reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 6,458 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $220K.
  • Calton & Associates first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Energy Index ETF position peaked at $220K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.