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Darwin Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Darwin Wealth 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
2026
Q2 		$16.1K Buy
+543
New +$17.3K ﹤0.01% 347
2026
Q1 		– Hold
0
– – – 594
2025
Q4 		– Hold
0
– – – 652
2025
Q3 		– Hold
0
– – – 597
2025
Q2 		– Sell
-100
Closed -$2.29K – 599
2025
Q1 		$2.4K Hold
100
– – ﹤0.01% 500
2024
Q4 		$2.4K Buy
+100
New +$2.5K ﹤0.01% 500

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 $104B AUM 28.3% 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

Darwin Wealth Management's FENY Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 543 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in FENY as recently as Q1 2025.

Darwin Wealth Management first reported a position in FENY in Q4 2024 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Darwin Wealth Management held 543 shares of Fidelity MSCI Energy Index ETF worth $16.1K as of Q2 2026.
  • Fidelity MSCI Energy Index ETF was a new Darwin Wealth Management position in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Darwin Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.