Castleview Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$660K Buy
22,323
+112
+0.5% +$3.57K 0.29% 81
2026
Q1
$756K Buy
22,211
+902
+4% +$26.8K 0.39% 56
2025
Q4
$528K Sell
21,309
-1,001
-4% -$24.7K 0.26% 88
2025
Q3
$552K Buy
22,310
+1,773
+9% +$42.9K 0.3% 73
2025
Q2
$482K Buy
20,537
+1,538
+8% +$35.2K 0.31% 81
2025
Q1
$485K Buy
18,999
+11,558
+155% +$287K 0.33% 78
2024
Q4
$180K Buy
+7,441
New +$186K 0.1% 195
2024
Q3
Sell
-129
Closed -$3.24K 670
2024
Q2
$3.24K Hold
129
﹤0.01% 678
2024
Q1
$3.34K Hold
129
﹤0.01% 690
2023
Q4
$2.97K Buy
+129
New +$3.04K ﹤0.01% 661

Other funds holding FENY

Castleview Partners's FENY Position: Q2 2026 in Review

Castleview Partners increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.5% in Q2 2026, buying an estimated $3.57K and bringing the position to 22,323 shares worth $660K. The position accounts for 0.29% of the portfolio, ranked #81.

Castleview Partners first reported a position in FENY in Q4 2023 and has held it in 10 quarters since. The position peaked at $756K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Castleview Partners held 22,323 shares of Fidelity MSCI Energy Index ETF worth $660K as of Q2 2026.
  • Castleview Partners bought 112 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $3.57K.
  • Fidelity MSCI Energy Index ETF made up 0.29% of Castleview Partners's portfolio in Q2 2026, its #81 holding.
  • Castleview Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 10 quarters since.
  • Castleview Partners's Fidelity MSCI Energy Index ETF position peaked at $756K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.