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Creekmur Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Creekmur Asset 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
Q3 		$30.5K Buy
1,232
+9
+0.7% +$218 0.01% 391
2025
Q2 		$28.7K Buy
1,223
+11
+0.9% +$252 0.01% 396
2025
Q1 		$31K Buy
1,212
+7
+0.6% +$174 0.01% 356
2024
Q4 		$28.7K Buy
1,205
+6
+0.5% +$150 0.01% 296
2024
Q3 		$28.9K Sell
1,199
-780
-39% -$19.2K 0.01% 301
2024
Q2 		$49.7K Sell
1,979
-4,764
-71% -$122K 0.01% 263
2024
Q1 		$174K Sell
6,743
-4,735
-41% -$111K 0.06% 126
2023
Q4 		$264K Buy
+11,478
New +$270K 0.08% 113

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creekmur Asset Management's FENY Position: Q3 2025 in Review

Creekmur Asset Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.74% in Q3 2025, buying an estimated $218 and bringing the position to 1,232 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #391.

Creekmur Asset Management first reported a position in FENY in Q4 2023 and has held it in 8 quarters since. The position peaked at $264K in Q4 2023. 215 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

  • Creekmur Asset Management held 1,232 shares of Fidelity MSCI Energy Index ETF worth $30.5K as of Q3 2025.
  • Creekmur Asset Management bought 9 Fidelity MSCI Energy Index ETF shares in Q3 2025, an estimated $218.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #391 holding.
  • Creekmur Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Fidelity MSCI Energy Index ETF position peaked at $264K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.