Congress Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
Other funds holding FENY
AM
YC
Congress Wealth Management's FENY Position: Q2 2025 in Review
Congress Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 22% in Q2 2025, buying an estimated $168K and bringing the position to 40,047 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #727.
Congress Wealth Management first reported a position in FENY in Q2 2024 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.
- Congress Wealth Management held 40,047 shares of Fidelity MSCI Energy Index ETF worth $939K as of Q2 2025.
- Congress Wealth Management bought 7,337 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $168K.
- Fidelity MSCI Energy Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #727 holding.
- Congress Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 5 quarters since.
- 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.