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Cranbrook Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cranbrook Wealth 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
-805
Closed -$20.6K – 417
2025
Q1 		$20.6K Buy
+805
New +$20K ﹤0.01% 228

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AM
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LPL Financial
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HighTower Advisors
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YC
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cranbrook Wealth Management's FENY Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 805 shares — an estimated $20.6K sold.

Cranbrook Wealth Management first reported a position in FENY in Q1 2025 and held it in 1 quarter. The position peaked at $20.6K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Cranbrook Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 805 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $20.6K.
  • Cranbrook Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and held it in 1 quarter.
  • Cranbrook Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $20.6K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.