CX Institutional’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

CX Institutional’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 Q3	$129K	Sell	3,804 -21	-0.5%	-$706	﹤0.01%	826
2026 Q2	$113K	Sell	3,825 -273	-7%	-$8.7K	﹤0.01%	840
2026 Q1	$139K	Sell	4,098 -943	-19%	-$28K	﹤0.01%	795
2025 Q4	$125K	Buy	5,041 +5,003	+13,166%	+$124K	﹤0.01%	815
2025 Q3	$1K	Sell	38 -1	-3%	-$24	﹤0.01%	1342
2025 Q2	$1K	Sell	39 -1,824	-98%	-$41.8K	﹤0.01%	1179
2025 Q1	$48K	Buy	+1,863	New	+$46.3K	﹤0.01%	842

Other funds holding FENY

Scheeler Financial LLC West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

CX Institutional's FENY Position: Q3 2026 in Review

CX Institutional reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.55% in Q3 2026, selling an estimated $706 and leaving 3,804 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

CX Institutional first reported a position in FENY in Q1 2025 and has held it in 7 quarters since. The position peaked at $139K in Q1 2026. 62 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

CX Institutional held 3,804 shares of Fidelity MSCI Energy Index ETF worth $129K as of Q3 2026.
CX Institutional sold 21 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $706.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #826 holding.
CX Institutional first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Fidelity MSCI Energy Index ETF position peaked at $139K in Q1 2026.
62 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.