Envestnet Portfolio Solutions
FENY icon

Envestnet Portfolio Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-10,307
Closed -$246K – 1625
2024
Q4 		$246K Buy
+10,307
New +$258K ﹤0.01% 1594

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's FENY Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 10,307 shares — an estimated $246K sold.

Envestnet Portfolio Solutions first reported a position in FENY in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,307 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $246K.
  • Envestnet Portfolio Solutions first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Fidelity MSCI Energy Index ETF position peaked at $246K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.