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Cedarwood Wealth’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cedarwood Wealth’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 		$348K Buy
11,771
+8
+0.1% +$255 0.26% 64
2026
Q1 		$400K Buy
11,763
+7
+0.1% +$208 0.4% 47
2025
Q4 		$321K Buy
+11,756
New +$290K 0.36% 57

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 $103B AUM 28.65% 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

Cedarwood Wealth's FENY Position: Q2 2026 in Review

Cedarwood Wealth increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.07% in Q2 2026, buying an estimated $255 and bringing the position to 11,771 shares worth $348K. The position accounts for 0.26% of the portfolio, ranked #64.

Cedarwood Wealth first reported a position in FENY in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q1 2026. 245 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Cedarwood Wealth held 11,771 shares of Fidelity MSCI Energy Index ETF worth $348K as of Q2 2026.
  • Cedarwood Wealth bought 8 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $255.
  • Fidelity MSCI Energy Index ETF made up 0.26% of Cedarwood Wealth's portfolio in Q2 2026, its #64 holding.
  • Cedarwood Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Cedarwood Wealth's Fidelity MSCI Energy Index ETF position peaked at $400K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.