Cetera Investment Advisers
FENY icon

Cetera Investment Advisers’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cetera Investment Advisers’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 		$17.9M Buy
604,338
+175,941
+41% +$5.6M 0.02% 819
2026
Q1 		$14.6M Buy
428,397
+97,412
+29% +$2.9M 0.02% 844
2025
Q4 		$8.2M Buy
330,985
+23,230
+8% +$574K 0.01% 1149
2025
Q3 		$7.61M Sell
307,755
-118,039
-28% -$2.86M 0.01% 1148
2025
Q2 		$9.98M Buy
425,794
+341,767
+407% +$7.83M 0.02% 830
2025
Q1 		$2.15M Sell
84,027
-52,964
-39% -$1.32M ﹤0.01% 1699
2024
Q4 		$3.27M Sell
136,991
-142,427
-51% -$3.57M 0.01% 1300
2024
Q3 		$6.73M Buy
279,418
+1,342
+0.5% +$33K 0.01% 858
2024
Q2 		$6.98M Buy
278,076
+70,184
+34% +$1.79M 0.02% 823
2024
Q1 		$5.38M Buy
207,892
+66,633
+47% +$1.57M 0.01% 948
2023
Q4 		$3.25M Buy
141,259
+20,642
+17% +$486K 0.03% 598
2023
Q3 		$3M Sell
120,617
-5,452
-4% -$131K 0.03% 599
2023
Q2 		$2.79M Buy
126,069
+8,735
+7% +$193K 0.02% 628
2023
Q1 		$2.63M Buy
117,334
+26,810
+30% +$624K 0.02% 637
2022
Q4 		$2.16M Buy
90,524
+70,086
+343% +$1.67M 0.02% 676
2022
Q3 		$406K Buy
20,438
+6,003
+42% +$125K 0.01% 1083
2022
Q2 		$280K Buy
+14,435
New +$315K ﹤0.01% 1463

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 $104B AUM 28.3% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cetera Investment Advisers's FENY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Fidelity MSCI Energy Index ETF (FENY) stake by 41% in Q2 2026, buying an estimated $5.6M and bringing the position to 604,338 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #819.

Cetera Investment Advisers first reported a position in FENY in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Cetera Investment Advisers held 604,338 shares of Fidelity MSCI Energy Index ETF worth $17.9M as of Q2 2026.
  • Cetera Investment Advisers bought 175,941 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $5.6M.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #819 holding.
  • Cetera Investment Advisers first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 17 quarters since.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.