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Evermay Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Evermay Wealth Management’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
-225
Closed -$5.36K – 591
2024
Q4 		$5.36K Hold
225
– – ﹤0.01% 485
2024
Q3 		$5.42K Buy
+225
New +$5.53K ﹤0.01% 502

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

Evermay Wealth Management's FENY Position: Q1 2025 in Review

Evermay Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 225 shares — an estimated $5.36K sold.

Evermay Wealth Management first reported a position in FENY in Q3 2024 and held it in 2 quarters. The position peaked at $5.42K in Q3 2024. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Evermay Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 225 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $5.36K.
  • Evermay Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $5.42K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.