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David Shaw’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

David Shaw’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 		$2.93M Buy
+99,033
New +$3.15M ﹤0.01% 2874
2025
Q4 		– Sell
-182,232
Closed -$4.5M – 4710
2025
Q3 		$4.5M Buy
+182,232
New +$4.41M ﹤0.01% 2317
2024
Q2 		– Sell
-119,420
Closed -$3.09M – 4595
2024
Q1 		$3.09M Buy
+119,420
New +$2.81M ﹤0.01% 2272

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

David Shaw's FENY Position: Q2 2026 in Review

David Shaw opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 99,033 shares worth $2.93M. The stake represents ﹤0.01% of the portfolio and ranks #2874 among its holdings. This is a return to the name: David Shaw previously reported a position in FENY as recently as Q3 2025.

David Shaw first reported a position in FENY in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.5M in Q3 2025. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • David Shaw held 99,033 shares of Fidelity MSCI Energy Index ETF worth $2.93M as of Q2 2026.
  • Fidelity MSCI Energy Index ETF was a new David Shaw position in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2874 holding.
  • David Shaw first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 3 quarters since.
  • David Shaw's Fidelity MSCI Energy Index ETF position peaked at $4.5M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.