Carson Wealth (CWM LLC)
FENY icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$540K Buy
15,887
+1,468
+10% +$43.7K ﹤0.01% 1956
2025
Q4 		$357K Sell
14,419
-884
-6% -$21.8K ﹤0.01% 2140
2025
Q3 		$378K Sell
15,303
-8,096
-35% -$196K ﹤0.01% 1956
2025
Q2 		$549K Sell
23,399
-460
-2% -$10.5K ﹤0.01% 1548
2025
Q1 		$610K Buy
23,859
+12,928
+118% +$322K ﹤0.01% 1379
2024
Q4 		$261K Buy
10,931
+3,553
+48% +$89K ﹤0.01% 1674
2024
Q3 		$178K Buy
7,378
+1,187
+19% +$29.2K ﹤0.01% 1818
2024
Q2 		$155K Buy
6,191
+1,466
+31% +$37.5K ﹤0.01% 1722
2024
Q1 		$122K Buy
4,725
+2,258
+92% +$53.2K ﹤0.01% 1767
2023
Q4 		$57K Sell
2,467
-488
-17% -$11.5K ﹤0.01% 2088
2023
Q3 		$74K Buy
2,955
+2,950
+59,000% +$70.9K ﹤0.01% 1824
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4254
2023
Q1 		$0 Hold
5
– – ﹤0.01% 4143
2022
Q4 		$0 Sell
5
-1,572
-100% -$37.5K ﹤0.01% 4054
2022
Q3 		$31K Sell
1,577
-103
-6% -$2.14K ﹤0.01% 1932
2022
Q2 		$33K Sell
1,680
-182
-10% -$3.98K ﹤0.01% 1833
2022
Q1 		$39K Buy
1,862
+137
+8% +$2.58K ﹤0.01% 1715
2021
Q4 		$26K Buy
+1,725
New +$26.8K ﹤0.01% 1842
2019
Q1 		– Sell
-1,078
Closed -$17K – 3037
2018
Q4 		$17K Buy
+1,078
New +$20K ﹤0.01% 1188

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FENY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity MSCI Energy Index ETF (FENY) stake by 10% in Q1 2026, buying an estimated $43.7K and bringing the position to 15,887 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Carson Wealth (CWM LLC) first reported a position in FENY in Q4 2018 and has held it in 19 quarters since. The position peaked at $610K in Q1 2025. 260 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,887 shares of Fidelity MSCI Energy Index ETF worth $540K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,468 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $43.7K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1956 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity MSCI Energy Index ETF position peaked at $610K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.