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

Fischer Financial Services’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 		$294K Hold
8,650
– – 0.1% 53
2025
Q4 		$214K Sell
8,650
-2,114
-20% -$52.2K 0.06% 61
2025
Q3 		$266K Sell
10,764
-1,147
-10% -$27.8K 0.07% 61
2025
Q2 		$279K Sell
11,911
-1,073
-8% -$24.6K 0.08% 60
2025
Q1 		$332K Buy
12,984
+3
+0% +$75 0.11% 59
2024
Q4 		$309K Buy
+12,981
New +$325K 0.1% 59

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Fischer Financial Services's FENY Position: Q1 2026 in Review

Fischer Financial Services held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q1 2026 at 8,650 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #53.

Fischer Financial Services first reported a position in FENY in Q4 2024 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 258 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Fischer Financial Services held 8,650 shares of Fidelity MSCI Energy Index ETF worth $294K as of Q1 2026.
  • Fischer Financial Services left its Fidelity MSCI Energy Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Energy Index ETF made up 0.1% of Fischer Financial Services's portfolio in Q1 2026, its #53 holding.
  • Fischer Financial Services first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Fidelity MSCI Energy Index ETF position peaked at $332K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.