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Evergreen Wealth Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Evergreen Wealth 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
-11,615
Closed -$277K – 110
2024
Q4 		$277K Sell
11,615
-3,735
-24% -$93.6K 0.19% 84
2024
Q3 		$370K Sell
15,350
-7,175
-32% -$176K 0.25% 77
2024
Q2 		$565K Buy
22,525
+475
+2% +$12.1K 0.4% 53
2024
Q1 		$570K Buy
+22,050
New +$519K 0.42% 53

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Wealth Solutions's FENY Position: Q1 2025 in Review

Evergreen Wealth Solutions sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 11,615 shares — an estimated $277K sold.

Evergreen Wealth Solutions first reported a position in FENY in Q1 2024 and held it in 4 quarters. The position peaked at $570K in Q1 2024. 220 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Evergreen Wealth Solutions reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 11,615 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $277K.
  • Evergreen Wealth Solutions first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 4 quarters.
  • Evergreen Wealth Solutions's Fidelity MSCI Energy Index ETF position peaked at $570K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2025, filed 14 May 2025.