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

Evolution 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
Q4 		– Sell
-686
Closed -$17K – 760
2025
Q3 		$17K Buy
+686
New +$16.6K 0.02% 314

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Evolution Wealth Management's FENY Position: Q4 2025 in Review

Evolution Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2025, closing a stake of 686 shares — an estimated $17K sold.

Evolution Wealth Management first reported a position in FENY in Q3 2025 and held it in 1 quarter. The position peaked at $17K in Q3 2025. 218 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

  • Evolution Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 686 Fidelity MSCI Energy Index ETF shares in Q4 2025, an estimated $17K.
  • Evolution Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $17K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.