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Elm3 Financial Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Elm3 Financial 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
2025
Q2 		– Sell
-7,846
Closed -$200K – 111
2025
Q1 		$200K Buy
+7,846
New +$195K 0.18% 97

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Elm3 Financial Group's FENY Position: Q2 2025 in Review

Elm3 Financial Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 7,846 shares — an estimated $200K sold.

Elm3 Financial Group first reported a position in FENY in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Elm3 Financial Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 7,846 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $200K.
  • Elm3 Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and held it in 1 quarter.
  • Elm3 Financial Group's Fidelity MSCI Energy Index ETF position peaked at $200K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Elm3 Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.