EH
FENY icon

Equitable Holdings’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Equitable Holdings’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 		$298K Buy
10,080
+222
+2% +$7.07K ﹤0.01% 1559
2026
Q1 		$244K Buy
9,858
+429
+5% +$12.8K ﹤0.01% 1542
2025
Q4 		$234K Buy
+9,429
New +$233K ﹤0.01% 1441
2025
Q3 		– Sell
-9,049
Closed -$212K – 1554
2025
Q2 		$212K Sell
9,049
-357
-4% -$8.18K ﹤0.01% 1352
2025
Q1 		$240K Sell
9,406
-2,710
-22% -$67.4K ﹤0.01% 1181
2024
Q4 		$289K Sell
12,116
-2,920
-19% -$73.2K ﹤0.01% 1054
2024
Q3 		$362K Sell
15,036
-5,714
-28% -$140K ﹤0.01% 970
2024
Q2 		$521K Sell
20,750
-3,868
-16% -$98.9K 0.01% 824
2024
Q1 		$637K Sell
24,618
-2,868
-10% -$67.5K 0.01% 731
2023
Q4 		$633K Buy
27,486
+11,338
+70% +$267K 0.01% 702
2023
Q3 		$402K Buy
16,148
+546
+3% +$13.1K 0.01% 790
2023
Q2 		$346K Sell
15,602
-10,867
-41% -$240K 0.01% 810
2023
Q1 		$594K Sell
26,469
-6,250
-19% -$145K 0.01% 599
2022
Q4 		$780K Sell
32,719
-2,137
-6% -$51K 0.01% 502
2022
Q3 		$692K Sell
34,856
-1,023
-3% -$21.2K 0.01% 485
2022
Q2 		$696K Buy
35,879
+6,283
+21% +$137K 0.01% 485
2022
Q1 		$620K Buy
29,596
+2,456
+9% +$46.2K 0.01% 527
2021
Q4 		$412K Buy
27,140
+6,915
+34% +$107K 0.01% 617
2021
Q3 		$291K Buy
20,225
+4,237
+27% +$57.4K 0.01% 683
2021
Q2 		$236K Buy
+15,988
New +$226K ﹤0.01% 735

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

Equitable Holdings's FENY Position: Q2 2026 in Review

Equitable Holdings increased its Fidelity MSCI Energy Index ETF (FENY) stake by 2.3% in Q2 2026, buying an estimated $7.07K and bringing the position to 10,080 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Equitable Holdings first reported a position in FENY in Q2 2021 and has held it in 20 quarters since. The position peaked at $780K in Q4 2022. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Equitable Holdings held 10,080 shares of Fidelity MSCI Energy Index ETF worth $298K as of Q2 2026.
  • Equitable Holdings bought 222 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $7.07K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1559 holding.
  • Equitable Holdings first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Equitable Holdings's Fidelity MSCI Energy Index ETF position peaked at $780K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.