Cambridge Investment Research Advisors
FENY icon

Cambridge Investment Research Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cambridge Investment Research Advisors’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 		$3.6M Sell
121,783
-2,728
-2% -$86.9K 0.01% 1244
2026
Q1 		$4.24M Buy
124,511
+5,981
+5% +$178K 0.01% 1064
2025
Q4 		$2.94M Buy
118,530
+712
+0.6% +$17.6K 0.01% 1225
2025
Q3 		$2.91M Sell
117,818
-9,090
-7% -$220K 0.01% 1234
2025
Q2 		$2.98M Sell
126,908
-6,396
-5% -$147K 0.01% 1156
2025
Q1 		$3.41M Buy
133,304
+1,837
+1% +$45.7K 0.01% 1017
2024
Q4 		$3.13M Buy
131,467
+4,543
+4% +$114K 0.01% 1067
2024
Q3 		$3.06M Buy
126,924
+2,852
+2% +$70.1K 0.01% 1072
2024
Q2 		$3.11M Buy
124,072
+4,448
+4% +$114K 0.01% 1006
2024
Q1 		$3.1M Sell
119,624
-10,038
-8% -$236K 0.01% 1017
2023
Q4 		$2.99M Sell
129,662
-19,959
-13% -$470K 0.01% 974
2023
Q3 		$3.73M Sell
149,621
-22,284
-13% -$535K 0.02% 804
2023
Q2 		$3.81M Sell
171,905
-44,987
-21% -$994K 0.02% 797
2023
Q1 		$4.87M Sell
216,892
-38,486
-15% -$896K 0.02% 643
2022
Q4 		$6.09M Sell
255,378
-13,656
-5% -$326K 0.03% 523
2022
Q3 		$5.34M Buy
269,034
+15,067
+6% +$313K 0.03% 539
2022
Q2 		$4.93M Buy
253,967
+45,038
+22% +$984K 0.03% 590
2022
Q1 		$4.38M Buy
208,929
+120,319
+136% +$2.26M 0.02% 695
2021
Q4 		$1.34M Buy
88,610
+11,336
+15% +$176K 0.01% 1388
2021
Q3 		$1.11M Sell
77,274
-28,877
-27% -$392K 0.01% 1442
2021
Q2 		$1.57M Sell
106,151
-3,632
-3% -$51.3K 0.01% 1243
2021
Q1 		$1.46M Buy
109,783
+64,532
+143% +$804K 0.01% 1193
2020
Q4 		$459K Buy
45,251
+1,620
+4% +$14.8K ﹤0.01% 1824
2020
Q3 		$345K Buy
43,631
+2,143
+5% +$20.1K ﹤0.01% 1839
2020
Q2 		$412K Buy
41,488
+9,026
+28% +$87.6K ﹤0.01% 1671
2020
Q1 		$244K Sell
32,462
-7,587
-19% -$94.9K ﹤0.01% 1803
2019
Q4 		$641K Buy
40,049
+6,197
+18% +$97.2K ﹤0.01% 1418
2019
Q3 		$533K Sell
33,852
-16,340
-33% -$264K ﹤0.01% 1457
2019
Q2 		$863K Sell
50,192
-8,065
-14% -$141K 0.01% 1103
2019
Q1 		$1.05M Buy
58,257
+14,666
+34% +$258K 0.01% 1010
2018
Q4 		$681K Sell
43,591
-29,024
-40% -$538K 0.01% 1143
2018
Q3 		$1.54M Sell
72,615
-309,549
-81% -$6.49M 0.01% 792
2018
Q2 		$8.12M Buy
382,164
+231,665
+154% +$4.79M 0.09% 228
2018
Q1 		$2.81M Sell
150,499
-22,725
-13% -$445K 0.03% 513
2017
Q4 		$3.47M Sell
173,224
-11,442
-6% -$218K 0.04% 406
2017
Q3 		$3.5M Buy
184,666
+45,950
+33% +$825K 0.05% 357
2017
Q2 		$2.49M Buy
138,716
+57,961
+72% +$1.08M 0.04% 434
2017
Q1 		$1.58M Buy
80,755
+27,889
+53% +$565K 0.03% 529
2016
Q4 		$1.12M Sell
52,866
-52,725
-50% -$1.07M 0.02% 618
2016
Q3 		$2.09M Buy
105,591
+14,619
+16% +$283K 0.04% 417
2016
Q2 		$1.76M Buy
90,972
+74,435
+450% +$1.4M 0.04% 411
2016
Q1 		$290K Sell
16,537
-4,986
-23% -$82K 0.01% 1192
2015
Q4 		$368K Buy
21,523
+1,304
+6% +$24.4K 0.01% 1020
2015
Q3 		$351K Buy
+20,219
New +$388K 0.01% 945

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 22.96% 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

Cambridge Investment Research Advisors's FENY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 2.2% in Q2 2026, selling an estimated $86.9K and leaving 121,783 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #1244.

Cambridge Investment Research Advisors first reported a position in FENY in Q3 2015 and has held it in 44 quarters since. The position peaked at $8.12M in Q2 2018. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Cambridge Investment Research Advisors held 121,783 shares of Fidelity MSCI Energy Index ETF worth $3.6M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,728 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $86.9K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1244 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2015 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's Fidelity MSCI Energy Index ETF position peaked at $8.12M in Q2 2018.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.