Fee-Only Financial Planning’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Fee-Only Financial Planning’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 Q1	$316K	Sell	9,290 -2,525	-21%	-$75.1K	0.19%	33
2025 Q4	$293K	Hold	11,815	–	–	0.17%	34
2025 Q3	$292K	Hold	11,815	–	–	0.17%	33
2025 Q2	$277K	Hold	11,815	–	–	0.17%	34
2025 Q1	$302K	Hold	11,815	–	–	0.21%	32
2024 Q4	$282K	Sell	11,815 -1,000	-8%	-$25.1K	0.18%	35
2024 Q3	$309K	Hold	12,815	–	–	0.2%	34
2024 Q2	$322K	Hold	12,815	–	–	0.22%	32
2024 Q1	$332K	Hold	12,815	–	–	0.22%	34
2023 Q4	$295K	Hold	12,815	–	–	0.21%	33
2023 Q3	$319K	Hold	12,815	–	–	0.26%	32
2023 Q2	$284K	Hold	12,815	–	–	0.22%	33
2023 Q1	$288K	Sell	12,815 -500	-4%	-$11.6K	0.23%	33
2022 Q4	$317K	Buy	+13,315	New	+$318K	0.27%	32

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Fee-Only Financial Planning's FENY Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 21% in Q1 2026, selling an estimated $75.1K and leaving 9,290 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #33.

Fee-Only Financial Planning first reported a position in FENY in Q4 2022 and has held it in 14 quarters since. The position peaked at $332K in Q1 2024. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Fee-Only Financial Planning held 9,290 shares of Fidelity MSCI Energy Index ETF worth $316K as of Q1 2026.
Fee-Only Financial Planning sold 2,525 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $75.1K.
Fidelity MSCI Energy Index ETF made up 0.19% of Fee-Only Financial Planning's portfolio in Q1 2026, its #33 holding.
Fee-Only Financial Planning first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Fidelity MSCI Energy Index ETF position peaked at $332K in Q1 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.