Creative Planning’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Creative Planning’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
2026 Q2	$891K	Sell	30,137 -237	-0.8%	-$7.55K	﹤0.01%	2737
2026 Q1	$1.03M	Buy	30,374 +5,535	+22%	+$165K	﹤0.01%	2425
2025 Q4	$615K	Sell	24,839 -4,762	-16%	-$118K	﹤0.01%	2653
2025 Q3	$732K	Sell	29,601 -1,099	-4%	-$26.6K	﹤0.01%	2400
2025 Q2	$720K	Buy	30,700 +276	+0.9%	+$6.33K	﹤0.01%	2134
2025 Q1	$777K	Buy	30,424 +1,265	+4%	+$31.5K	﹤0.01%	1925
2024 Q4	$695K	Buy	29,159 +3,236	+12%	+$81.1K	﹤0.01%	1926
2024 Q3	$624K	Sell	25,923 -72	-0.3%	-$1.77K	﹤0.01%	1913
2024 Q2	$652K	Buy	25,995 +1,148	+5%	+$29.4K	﹤0.01%	1738
2024 Q1	$643K	Buy	+24,847	New	+$585K	﹤0.01%	1665
2019 Q2	–	Sell	-11,374	Closed	-$206K	–	2050
2019 Q1	$206K	Sell	11,374 -7,676	-40%	-$135K	﹤0.01%	1569
2018 Q4	$298K	Sell	19,050 -21,133	-53%	-$392K	﹤0.01%	1233
2018 Q3	$855K	Sell	40,183 -7,708	-16%	-$162K	﹤0.01%	828
2018 Q2	$1.02M	Sell	47,891 -11,449	-19%	-$237K	﹤0.01%	737
2018 Q1	$1.11M	Sell	59,340 -12,715	-18%	-$249K	﹤0.01%	680
2017 Q4	$1.45M	Buy	72,055 +5,141	+8%	+$98K	0.01%	559
2017 Q3	$1.27M	Buy	66,914 +24,032	+56%	+$432K	0.01%	610
2017 Q2	$771K	Buy	42,882 +21,633	+102%	+$405K	﹤0.01%	814
2017 Q1	$417K	Buy	21,249 +7,456	+54%	+$151K	﹤0.01%	1091
2016 Q4	$292K	Buy	13,793 +10,407	+307%	+$211K	﹤0.01%	1205
2016 Q3	$67K	Buy	+3,386	New	+$65.4K	﹤0.01%	2137
2016 Q2	–	Sell	-541	Closed	-$9K	–	4394
2016 Q1	$9K	Buy	541 +49	+10%	+$806	﹤0.01%	3277
2015 Q4	$8K	Buy	+492	New	+$9.2K	﹤0.01%	3409
2015 Q2	–	Sell	-500	Closed	-$11K	–	1725
2015 Q1	$11K	Buy	+500	New	+$11.2K	﹤0.01%	3126
2014 Q4	–	Sell	-200	Closed	-$5K	–	4213
2014 Q3	$5K	Hold	200	–	–	﹤0.01%	3280
2014 Q2	$6K	Buy	+200	New	+$5.51K	﹤0.01%	3108

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's FENY Position: Q2 2026 in Review

Creative Planning reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.78% in Q2 2026, selling an estimated $7.55K and leaving 30,137 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Creative Planning first reported a position in FENY in Q2 2014 and has held it in 26 quarters since. The position peaked at $1.45M in Q4 2017. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Creative Planning held 30,137 shares of Fidelity MSCI Energy Index ETF worth $891K as of Q2 2026.
Creative Planning sold 237 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $7.55K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2737 holding.
Creative Planning first reported a position in Fidelity MSCI Energy Index ETF in Q2 2014 and has held it in 26 quarters since.
Creative Planning's Fidelity MSCI Energy Index ETF position peaked at $1.45M in Q4 2017.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.