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

CWA Asset Management 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	$483K	Buy	16,341 +232	+1%	+$7.39K	0.01%	506
2026 Q1	$548K	Sell	16,109 -447	-3%	-$13.3K	0.02%	469
2025 Q4	$410K	Hold	16,556	–	–	0.01%	493
2025 Q3	$409K	Buy	16,556 +104	+0.6%	+$2.52K	0.02%	505
2025 Q2	$386K	Buy	+16,452	New	+$377K	0.02%	489

Other funds holding FENY

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 $103B AUM 28.65% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

CWA Asset Management Group's FENY Position: Q2 2026 in Review

CWA Asset Management Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 1.4% in Q2 2026, buying an estimated $7.39K and bringing the position to 16,341 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #506.

CWA Asset Management Group first reported a position in FENY in Q2 2025 and has held it in 5 quarters since. The position peaked at $548K in Q1 2026. 141 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

CWA Asset Management Group held 16,341 shares of Fidelity MSCI Energy Index ETF worth $483K as of Q2 2026.
CWA Asset Management Group bought 232 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $7.39K.
Fidelity MSCI Energy Index ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #506 holding.
CWA Asset Management Group first reported a position in Fidelity MSCI Energy Index ETF in Q2 2025 and has held it in 5 quarters since.
CWA Asset Management Group's Fidelity MSCI Energy Index ETF position peaked at $548K in Q1 2026.
141 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.