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 $36.8B AUM 26.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group's FENY Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q4 2025 at 351 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

CIBC Private Wealth Group first reported a position in FENY in Q1 2018 and has held it in 11 quarters since. The position peaked at $653K in Q3 2018. 219 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

  • CIBC Private Wealth Group held 351 shares of Fidelity MSCI Energy Index ETF worth $8.7K as of Q4 2025.
  • CIBC Private Wealth Group left its Fidelity MSCI Energy Index ETF share count unchanged in Q4 2025.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2466 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2018 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Fidelity MSCI Energy Index ETF position peaked at $653K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.