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Chilton Capital Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Chilton Capital Management’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
2025
Q2 		– Sell
-913
Closed -$23.3K – 545
2025
Q1 		$23.3K Buy
+913
New +$22.7K ﹤0.01% 394

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AM
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LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chilton Capital Management's FENY Position: Q2 2025 in Review

Chilton Capital Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 913 shares — an estimated $23.3K sold.

Chilton Capital Management first reported a position in FENY in Q1 2025 and held it in 1 quarter. The position peaked at $23.3K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Chilton Capital Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Chilton Capital Management sold 913 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $23.3K.
  • Chilton Capital Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and held it in 1 quarter.
  • Chilton Capital Management's Fidelity MSCI Energy Index ETF position peaked at $23.3K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Chilton Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.