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Capital Analysts LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Capital Analysts LLC’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
2025
Q1 		– Sell
-2,118
Closed -$50K – 1385
2024
Q4 		$50K Buy
+2,118
New +$53.1K ﹤0.01% 748

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Analysts LLC's FENY Position: Q1 2025 in Review

Capital Analysts LLC sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 2,118 shares — an estimated $50K sold.

Capital Analysts LLC first reported a position in FENY in Q4 2024 and held it in 1 quarter. The position peaked at $50K in Q4 2024. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Capital Analysts LLC reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 2,118 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $50K.
  • Capital Analysts LLC first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and held it in 1 quarter.
  • Capital Analysts LLC's Fidelity MSCI Energy Index ETF position peaked at $50K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.