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Financial Freedom LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Financial Freedom LLC’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 		$850K Buy
28,757
+201
+0.7% +$6.4K 0.39% 54
2026
Q1 		$971K Buy
28,556
+160
+0.6% +$4.76K 0.48% 47
2025
Q4 		$703K Buy
28,396
+213
+0.8% +$5.26K 0.35% 56
2025
Q3 		$697K Buy
28,183
+225
+0.8% +$5.44K 0.35% 56
2025
Q2 		$656K Buy
27,958
+250
+0.9% +$5.73K 0.35% 54
2025
Q1 		$708K Buy
27,708
+204
+0.7% +$5.07K 0.41% 45
2024
Q4 		$656K Buy
27,504
+191
+0.7% +$4.79K 0.35% 53
2024
Q3 		$658K Buy
27,313
+230
+0.8% +$5.65K 0.35% 51
2024
Q2 		$680K Buy
27,083
+198
+0.7% +$5.06K 0.39% 48
2024
Q1 		$696K Buy
26,885
+184
+0.7% +$4.33K 0.41% 45
2023
Q4 		$615K Buy
26,701
+227
+0.9% +$5.34K 0.39% 50
2023
Q3 		$659K Buy
26,474
+180
+0.7% +$4.33K 0.47% 41
2023
Q2 		$583K Buy
26,294
+228
+0.9% +$5.04K 0.41% 46
2023
Q1 		$585K Buy
26,066
+246
+1% +$5.73K 0.43% 41
2022
Q4 		$616K Buy
+25,820
New +$616K 0.41% 35

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Financial Freedom LLC's FENY Position: Q2 2026 in Review

Financial Freedom LLC increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.7% in Q2 2026, buying an estimated $6.4K and bringing the position to 28,757 shares worth $850K. The position accounts for 0.39% of the portfolio, ranked #54.

Financial Freedom LLC first reported a position in FENY in Q4 2022 and has held it in 15 quarters since. The position peaked at $971K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Financial Freedom LLC held 28,757 shares of Fidelity MSCI Energy Index ETF worth $850K as of Q2 2026.
  • Financial Freedom LLC bought 201 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $6.4K.
  • Fidelity MSCI Energy Index ETF made up 0.39% of Financial Freedom LLC's portfolio in Q2 2026, its #54 holding.
  • Financial Freedom LLC first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Fidelity MSCI Energy Index ETF position peaked at $971K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.