CIBC Private Wealth Group
FENY icon

CIBC Private Wealth Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

CIBC Private Wealth Group’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
Q4 		$8.7K Hold
351
– – ﹤0.01% 2466
2025
Q3 		$8.66K Buy
351
+262
+294% +$6.34K ﹤0.01% 2431
2025
Q2 		$2.08K Buy
89
+1
+1% +$23 ﹤0.01% 2631
2025
Q1 		$1.83K Sell
88
-467
-84% -$11.6K ﹤0.01% 2704
2024
Q4 		$13.6K Buy
555
+468
+538% +$11.7K ﹤0.01% 2176
2024
Q3 		$2.09K Buy
87
+1
+1% +$25 ﹤0.01% 2792
2024
Q2 		$2.13K Sell
86
-1,800
-95% -$46K ﹤0.01% 2744
2024
Q1 		$49.1K Buy
+1,886
New +$44.4K ﹤0.01% 1690
2018
Q4 		– Sell
-30,705
Closed -$653K – 887
2018
Q3 		$653K Buy
30,705
+29,515
+2,480% +$619K ﹤0.01% 719
2018
Q2 		$25K Sell
1,190
-250
-17% -$5.17K ﹤0.01% 1345
2018
Q1 		$27K Buy
+1,440
New +$28.2K ﹤0.01% 1304

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return