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EP Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

EP Wealth Advisors’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 		$968K Sell
32,757
-1,043
-3% -$33.2K ﹤0.01% 761
2026
Q1 		$1.15M Sell
33,800
-544
-2% -$16.2K 0.01% 612
2025
Q4 		$851K Buy
+34,344
New +$848K ﹤0.01% 662
2025
Q2 		$694K Buy
29,610
+53
+0.2% +$1.22K ﹤0.01% 660
2025
Q1 		$755K Sell
29,557
-196
-0.7% -$4.88K 0.01% 568
2024
Q4 		$709K Buy
29,753
+46
+0.2% +$1.15K 0.01% 590
2024
Q3 		$715K Sell
29,707
-276
-0.9% -$6.78K 0.01% 584
2024
Q2 		$752K Sell
29,983
-124
-0.4% -$3.17K 0.01% 440
2024
Q1 		$779K Sell
30,107
-578
-2% -$13.6K 0.01% 424
2023
Q4 		$707K Sell
30,685
-117
-0.4% -$2.75K 0.01% 427
2023
Q3 		$767K Sell
30,802
-6,739
-18% -$162K 0.01% 376
2023
Q2 		$686K Buy
37,541
+30,252
+415% +$668K 0.01% 402
2023
Q1 		$292K Buy
+7,289
New +$170K 0.01% 493

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

EP Wealth Advisors's FENY Position: Q2 2026 in Review

EP Wealth Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 3.1% in Q2 2026, selling an estimated $33.2K and leaving 32,757 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

EP Wealth Advisors first reported a position in FENY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • EP Wealth Advisors held 32,757 shares of Fidelity MSCI Energy Index ETF worth $968K as of Q2 2026.
  • EP Wealth Advisors sold 1,043 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $33.2K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #761 holding.
  • EP Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and has held it in 13 quarters since.
  • EP Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.15M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.