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FENY icon

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

Financial Perspectives’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 		$1.67M Sell
56,604
-316
-0.6% -$10.1K 0.41% 46
2026
Q1 		$1.94M Buy
56,920
+279
+0.5% +$8.3K 0.54% 39
2025
Q4 		$1.4M Buy
56,641
+24
+0% +$593 0.38% 45
2025
Q3 		$1.4M Sell
56,617
-499
-0.9% -$12.1K 0.39% 44
2025
Q2 		$1.34M Buy
57,116
+2,310
+4% +$52.9K 0.4% 43
2025
Q1 		$1.4M Buy
54,806
+24
+0% +$597 0.48% 39
2024
Q4 		$1.31M Buy
54,782
+23
+0% +$576 0.44% 38
2024
Q3 		$1.32M Buy
54,759
+27
+0% +$663 0.46% 40
2024
Q2 		$1.37M Buy
54,732
+34
+0.1% +$870 0.51% 38
2024
Q1 		$1.42M Buy
54,698
+32
+0.1% +$753 0.54% 37
2023
Q4 		$1.26M Buy
54,666
+14
+0% +$330 0.51% 37
2023
Q3 		$1.36M Sell
54,652
-592
-1% -$14.2K 0.62% 32
2023
Q2 		$1.22M Buy
55,244
+433
+0.8% +$9.57K 0.54% 36
2023
Q1 		$1.23M Buy
54,811
+889
+2% +$20.7K 0.59% 35
2022
Q4 		$1.29M Buy
53,922
+2,412
+5% +$57.6K 0.66% 30
2022
Q3 		$1.02M Buy
51,510
+7,774
+18% +$161K 0.57% 30
2022
Q2 		$848K Buy
43,736
+13
+0% +$284 0.48% 33
2022
Q1 		$916K Buy
43,723
+42,436
+3,297% +$798K 0.43% 43
2021
Q4 		$19.5K Buy
1,287
+12
+0.9% +$186 0.01% 359
2021
Q3 		$18.4K Buy
1,275
+14
+1% +$190 0.01% 365
2021
Q2 		$18.6K Buy
1,261
+11
+0.9% +$155 0.01% 386
2021
Q1 		$16.6K Buy
1,250
+14
+1% +$175 0.01% 381
2020
Q4 		$12.5K Buy
1,236
+12
+1% +$110 0.01% 384
2020
Q3 		$9.67K Sell
1,224
-19,981
-94% -$187K 0.01% 375
2020
Q2 		$211K Buy
21,205
+20,548
+3,128% +$200K 0.15% 79
2020
Q1 		$4.94K Buy
+657
New +$8.22K ﹤0.01% 382

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 Perspectives's FENY Position: Q2 2026 in Review

Financial Perspectives reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.56% in Q2 2026, selling an estimated $10.1K and leaving 56,604 shares worth $1.67M. The position accounts for 0.41% of the portfolio, ranked #46.

Financial Perspectives first reported a position in FENY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Financial Perspectives held 56,604 shares of Fidelity MSCI Energy Index ETF worth $1.67M as of Q2 2026.
  • Financial Perspectives sold 316 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $10.1K.
  • Fidelity MSCI Energy Index ETF made up 0.41% of Financial Perspectives's portfolio in Q2 2026, its #46 holding.
  • Financial Perspectives first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Perspectives's Fidelity MSCI Energy Index ETF position peaked at $1.94M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.