Capital Investment Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Capital Investment Advisory Services’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	$21.7K	Buy	734 +684	+1,368%	+$21.8K	﹤0.01%	1075
2026 Q1	$1.7K	Hold	50	–	–	﹤0.01%	1170
2025 Q4	$1.24K	Hold	50	–	–	﹤0.01%	1140
2025 Q3	$1.24K	Hold	50	–	–	﹤0.01%	1064
2025 Q2	$1.17K	Hold	50	–	–	﹤0.01%	1038
2025 Q1	$1.28K	Hold	50	–	–	﹤0.01%	972
2024 Q4	$1.19K	Hold	50	–	–	﹤0.01%	908
2024 Q3	$1.2K	Hold	50	–	–	﹤0.01%	952
2024 Q2	$1.25K	Hold	50	–	–	﹤0.01%	933
2024 Q1	$1.29K	Hold	50	–	–	﹤0.01%	926
2023 Q4	$1.15K	Hold	50	–	–	﹤0.01%	956
2023 Q3	$1.25K	Buy	+50	New	+$1.2K	﹤0.01%	918

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Capital Investment Advisory Services's FENY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Fidelity MSCI Energy Index ETF (FENY) stake by 1,368% in Q2 2026, buying an estimated $21.8K and bringing the position to 734 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Capital Investment Advisory Services first reported a position in FENY in Q3 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Capital Investment Advisory Services held 734 shares of Fidelity MSCI Energy Index ETF worth $21.7K as of Q2 2026.
Capital Investment Advisory Services bought 684 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $21.8K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1075 holding.
Capital Investment Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and has held it in 12 quarters since.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.