Essex Financial Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Essex Financial Services’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	–	Sell	-21,722	Closed	-$739K	–	851
2026 Q1	$739K	Buy	+21,722	New	+$646K	0.04%	353
2023 Q4	–	Sell	-52,056	Closed	-$1.3M	–	513
2023 Q3	$1.3M	Buy	52,056 +3,943	+8%	+$94.7K	0.15%	141
2023 Q2	$1.07M	Sell	48,113 -3,078	-6%	-$68K	0.12%	165
2023 Q1	$1.15M	Sell	51,191 -15,872	-24%	-$369K	0.12%	165
2022 Q4	$1.6M	Buy	67,063 +3,688	+6%	+$88K	0.17%	124
2022 Q3	$1.26M	Sell	63,375 -780	-1%	-$16.2K	0.15%	136
2022 Q2	$1.25M	Buy	64,155 +46,669	+267%	+$1.02M	0.14%	145
2022 Q1	$366K	Buy	+17,486	New	+$329K	0.04%	331

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Essex Financial Services's FENY Position: Q2 2026 in Review

Essex Financial Services sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 21,722 shares — an estimated $739K sold.

Essex Financial Services first reported a position in FENY in Q1 2022 and held it in 8 quarters. The position peaked at $1.6M in Q4 2022. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Essex Financial Services reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
Essex Financial Services sold 21,722 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $739K.
Essex Financial Services first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 8 quarters.
Essex Financial Services's Fidelity MSCI Energy Index ETF position peaked at $1.6M in Q4 2022.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.