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Crestwood Advisors Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Crestwood Advisors Group’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 		$277K Buy
9,375
+1,650
+21% +$52.6K ﹤0.01% 709
2026
Q1 		$263K Buy
+7,725
New +$230K ﹤0.01% 640
2015
Q1 		– Sell
-30,101
Closed -$687K – 159
2014
Q4 		$687K Buy
+30,101
New +$723K 0.1% 66

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Crestwood Advisors Group's FENY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 21% in Q2 2026, buying an estimated $52.6K and bringing the position to 9,375 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Crestwood Advisors Group first reported a position in FENY in Q4 2014 and has held it in 3 quarters since. The position peaked at $687K in Q4 2014. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Crestwood Advisors Group held 9,375 shares of Fidelity MSCI Energy Index ETF worth $277K as of Q2 2026.
  • Crestwood Advisors Group bought 1,650 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $52.6K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #709 holding.
  • Crestwood Advisors Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2014 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Fidelity MSCI Energy Index ETF position peaked at $687K in Q4 2014.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.