Founders Capital Management (Texas)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Founders Capital Management (Texas)’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	$17.5K	Hold	593	–	–	0.01%	290
2026 Q1	$20.2K	Hold	593	–	–	0.01%	246
2025 Q4	$14.7K	Hold	593	–	–	0.01%	276
2025 Q3	$14.7K	Hold	593	–	–	0.01%	265
2025 Q2	$13.9K	Hold	593	–	–	0.01%	262
2025 Q1	$15.2K	Hold	593	–	–	0.01%	250
2024 Q4	$14.1K	Hold	593	–	–	0.01%	257
2024 Q3	$14.3K	Hold	593	–	–	0.01%	264
2024 Q2	$14.9K	Hold	593	–	–	0.01%	258
2024 Q1	$15.3K	Sell	593 -145	-20%	-$3.41K	0.01%	252
2023 Q4	$17K	Hold	738	–	–	0.01%	244
2023 Q3	$18.4K	Hold	738	–	–	0.01%	228
2023 Q2	$16.4K	Hold	738	–	–	0.01%	261
2023 Q1	$17K	Hold	738	–	–	0.01%	256
2022 Q4	$18K	Hold	738	–	–	0.01%	234
2022 Q3	$15K	Hold	738	–	–	0.01%	255
2022 Q2	$14K	Buy	+738	New	+$16.1K	0.01%	273

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Founders Capital Management (Texas)'s FENY Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 593 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #290.

Founders Capital Management (Texas) first reported a position in FENY in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.2K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Founders Capital Management (Texas) held 593 shares of Fidelity MSCI Energy Index ETF worth $17.5K as of Q2 2026.
Founders Capital Management (Texas) left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #290 holding.
Founders Capital Management (Texas) first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 17 quarters since.
Founders Capital Management (Texas)'s Fidelity MSCI Energy Index ETF position peaked at $20.2K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.