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Clear Creek Financial Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Clear Creek Financial 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
-31,469
Closed -$804K – 553
2025
Q1 		$804K Sell
31,469
-29
-0.1% -$721 0.08% 226
2024
Q4 		$751K Buy
+31,498
New +$789K 0.08% 230

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
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

Clear Creek Financial Management's FENY Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 31,469 shares — an estimated $804K sold.

Clear Creek Financial Management first reported a position in FENY in Q4 2024 and held it in 2 quarters. The position peaked at $804K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 31,469 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $804K.
  • Clear Creek Financial Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and held it in 2 quarters.
  • Clear Creek Financial Management's Fidelity MSCI Energy Index ETF position peaked at $804K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.