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

EverSource 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	$11.5K	Buy	390 +3	+0.8%	+$96	﹤0.01%	2827
2026 Q1	$13.2K	Buy	387 +2	+0.5%	+$59	﹤0.01%	2768
2025 Q4	$9.54K	Buy	385 +3	+0.8%	+$74	﹤0.01%	2822
2025 Q3	$9.45K	Buy	382 +3	+0.8%	+$73	﹤0.01%	2850
2025 Q2	$8.9K	Buy	379 +3	+0.8%	+$69	﹤0.01%	2878
2025 Q1	$9.61K	Buy	376 +3	+0.8%	+$75	﹤0.01%	2131
2024 Q4	$8.9K	Hold	373	–	–	﹤0.01%	2058
2024 Q3	$8.99K	Sell	373 -510	-58%	-$12.5K	﹤0.01%	1930
2024 Q2	$22.7K	Buy	883 +510	+137%	+$13K	﹤0.01%	1446
2024 Q1	$9.56K	Hold	373	–	–	﹤0.01%	1710
2023 Q4	$8.6K	Buy	373 +3	+0.8%	+$71	﹤0.01%	1629
2023 Q3	$9.22K	Buy	+370	New	+$8.89K	﹤0.01%	1448
2022 Q2	–	Sell	-237	Closed	-$5K	–	1770
2022 Q1	$5K	Hold	237	–	–	﹤0.01%	1242
2021 Q4	$4K	Buy	+237	New	+$3.68K	﹤0.01%	1326

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

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

EverSource Wealth Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.78% in Q2 2026, buying an estimated $96 and bringing the position to 390 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

EverSource Wealth Advisors first reported a position in FENY in Q4 2021 and has held it in 14 quarters since. The position peaked at $22.7K in Q2 2024. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

EverSource Wealth Advisors held 390 shares of Fidelity MSCI Energy Index ETF worth $11.5K as of Q2 2026.
EverSource Wealth Advisors bought 3 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $96.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2827 holding.
EverSource Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $22.7K in Q2 2024.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.