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Court Place Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Court Place Advisors’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
Q3 		$276K Hold
11,149
– – 0.08% 125
2025
Q2 		$261K Sell
11,149
-520
-4% -$11.9K 0.08% 128
2025
Q1 		$298K Sell
11,669
-1,005
-8% -$25K 0.1% 122
2024
Q4 		$302K Sell
12,674
-2,196
-15% -$55K 0.1% 120
2024
Q3 		$358K Buy
14,870
+228
+2% +$5.6K 0.1% 120
2024
Q2 		$367K Buy
14,642
+1,478
+11% +$37.8K 0.12% 117
2024
Q1 		$341K Sell
13,164
-1,959
-13% -$46.1K 0.11% 120
2023
Q4 		$348K Sell
15,123
-46
-0.3% -$1.08K 0.11% 122
2023
Q3 		$378K Sell
15,169
-279
-2% -$6.7K 0.13% 112
2023
Q2 		$342K Sell
15,448
-2,991
-16% -$66.1K 0.12% 116
2023
Q1 		$414K Buy
18,439
+10
+0.1% +$233 0.15% 111
2022
Q4 		$439K Buy
18,429
+8
+0% +$191 0.16% 108
2022
Q3 		$366K Sell
18,421
-173
-0.9% -$3.59K 0.15% 113
2022
Q2 		$361K Sell
18,594
-688
-4% -$15K 0.14% 119
2022
Q1 		$404K Sell
19,282
-3,939
-17% -$74.1K 0.13% 123
2021
Q4 		$352K Sell
23,221
-7,189
-24% -$112K 0.1% 140
2021
Q3 		$438K Sell
30,410
-520
-2% -$7.05K 0.13% 119
2021
Q2 		$456K Sell
30,930
-99
-0.3% -$1.4K 0.13% 121
2021
Q1 		$411K Sell
31,029
-386
-1% -$4.81K 0.13% 125
2020
Q4 		$319K Sell
31,415
-1,867
-6% -$17.1K 0.11% 132
2020
Q3 		$263K Sell
33,282
-830
-2% -$7.77K 0.1% 142
2020
Q2 		$339K Sell
34,112
-1,211
-3% -$11.8K 0.13% 121
2020
Q1 		$266K Sell
35,323
-2,100
-6% -$26.3K 0.12% 129
2019
Q4 		$599K Sell
37,423
-5,476
-13% -$85.9K 0.22% 98
2019
Q3 		$675K Sell
42,899
-655
-2% -$10.6K 0.26% 88
2019
Q2 		$749K Sell
43,554
-145
-0.3% -$2.53K 0.29% 80
2019
Q1 		$790K Sell
43,699
-245
-0.6% -$4.3K 0.32% 74
2018
Q4 		$686K Sell
43,944
-8,181
-16% -$152K 0.31% 80
2018
Q3 		$1.11M Sell
52,125
-164
-0.3% -$3.44K 0.42% 60
2018
Q2 		$1.11M Sell
52,289
-802
-2% -$16.6K 0.46% 56
2018
Q1 		$993K Buy
53,091
+2,984
+6% +$58.5K 0.42% 60
2017
Q4 		$1M Buy
50,107
+1,553
+3% +$29.6K 0.41% 61
2017
Q3 		$920K Buy
48,554
+727
+2% +$13.1K 0.41% 62
2017
Q2 		$860K Buy
47,827
+140
+0.3% +$2.62K 0.41% 63
2017
Q1 		$936K Buy
47,687
+134
+0.3% +$2.71K 0.46% 61
2016
Q4 		$1.01M Buy
47,553
+4,751
+11% +$96.4K 0.52% 55
2016
Q3 		$849K Buy
42,802
+3,703
+9% +$71.6K 0.47% 57
2016
Q2 		$759K Buy
39,099
+3
+0% +$56 0.44% 56
2016
Q1 		$687K Buy
39,096
+4
+0% +$66 0.42% 58
2015
Q4 		$668K Sell
39,092
-2,396
-6% -$44.8K 0.43% 56
2015
Q3 		$721K Buy
41,488
+4
+0% +$77 0.5% 52
2015
Q2 		$895K Buy
41,484
+12,279
+42% +$280K 0.57% 50
2015
Q1 		$648K Buy
29,205
+203
+0.7% +$4.53K 0.41% 63
2014
Q4 		$662K Buy
+29,002
New +$697K 0.43% 60

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 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 $530B AUM 22.01% 1-Year Est. Return

Court Place Advisors's FENY Position: Q3 2025 in Review

Court Place Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2025 at 11,149 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #125.

Court Place Advisors first reported a position in FENY in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.11M in Q2 2018. 214 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

  • Court Place Advisors held 11,149 shares of Fidelity MSCI Energy Index ETF worth $276K as of Q3 2025.
  • Court Place Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2025.
  • Fidelity MSCI Energy Index ETF made up 0.08% of Court Place Advisors's portfolio in Q3 2025, its #125 holding.
  • Court Place Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2014 and has held it in 44 quarters since.
  • Court Place Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.11M in Q2 2018.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.