FPGK
FENY icon

Financial Partners Group (Kansas)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Financial Partners Group (Kansas)’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 		$4.29M Sell
145,120
-9,093
-6% -$290K 0.44% 42
2026
Q1 		$5.25M Buy
154,213
+39,427
+34% +$1.17M 0.63% 36
2025
Q4 		$3.25M Sell
114,786
-26,722
-19% -$660K 0.38% 46
2025
Q3 		$3.5M Sell
141,508
-24,443
-15% -$591K 0.44% 43
2025
Q2 		$3.89M Sell
165,951
-49,186
-23% -$1.13M 0.54% 40
2025
Q1 		$5.5M Sell
215,137
-8,311
-4% -$207K 0.85% 30
2024
Q4 		$5.33M Sell
223,448
-18,163
-8% -$455K 0.78% 32
2024
Q3 		$5.82M Sell
241,611
-14,139
-6% -$347K 0.86% 28
2024
Q2 		$6.42M Buy
255,750
+32,528
+15% +$832K 1.01% 24
2024
Q1 		$5.77M Sell
223,222
-67,196
-23% -$1.58M 0.92% 29
2023
Q4 		$6.69M Sell
290,418
-16,065
-5% -$378K 1.2% 25
2023
Q3 		$6.98M Sell
306,483
-6,220
-2% -$149K 1.44% 21
2023
Q2 		$7.47M Buy
312,703
+59,331
+23% +$1.31M 1.51% 22
2023
Q1 		$5.69M Sell
253,372
-9,836
-4% -$229K 1.26% 25
2022
Q4 		$6.45M Buy
263,208
+50,942
+24% +$1.22M 1.42% 22
2022
Q3 		$4.22M Buy
212,266
+136,785
+181% +$2.84M 1.11% 22
2022
Q2 		$1.46M Sell
75,481
-11,327
-13% -$247K 0.37% 37
2022
Q1 		$1.82M Buy
86,808
+10,415
+14% +$196K 0.39% 38
2021
Q4 		$1.36M Buy
76,393
+5,713
+8% +$88.7K 0.3% 48
2021
Q3 		$1.02M Buy
70,680
+12,667
+22% +$172K 0.24% 59
2021
Q2 		$856K Buy
58,013
+41,386
+249% +$584K 0.22% 58
2021
Q1 		$220K Sell
16,627
-5,238
-24% -$65.3K 0.06% 135
2020
Q4 		$249K Buy
+21,865
New +$200K 0.07% 113
2020
Q3 		– Sell
-10,826
Closed -$108K – 119
2020
Q2 		$108K Buy
+10,826
New +$105K 0.04% 99
2018
Q4 		– Sell
-16,081
Closed -$342K – 77
2018
Q3 		$342K Buy
16,081
+132
+0.8% +$2.77K 0.22% 55
2018
Q2 		$339K Sell
15,949
-324
-2% -$6.7K 0.25% 57
2018
Q1 		$304K Buy
16,273
+783
+5% +$15.3K 0.24% 59
2017
Q4 		$311K Buy
+15,490
New +$295K 0.25% 59

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 Partners Group (Kansas)'s FENY Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 5.9% in Q2 2026, selling an estimated $290K and leaving 145,120 shares worth $4.29M. The position accounts for 0.44% of the portfolio, ranked #42.

Financial Partners Group (Kansas) first reported a position in FENY in Q4 2017 and has held it in 28 quarters since. The position peaked at $7.47M in Q2 2023. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Financial Partners Group (Kansas) held 145,120 shares of Fidelity MSCI Energy Index ETF worth $4.29M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 9,093 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $290K.
  • Fidelity MSCI Energy Index ETF made up 0.44% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #42 holding.
  • Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 28 quarters since.
  • Financial Partners Group (Kansas)'s Fidelity MSCI Energy Index ETF position peaked at $7.47M in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.