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Freedom Investment Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Freedom Investment Management’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 		– Sell
-13,230
Closed -$450K – 110
2026
Q1 		$450K Sell
13,230
-15
-0.1% -$446 0.13% 54
2025
Q4 		$328K Sell
13,245
-43
-0.3% -$1.06K 0.1% 77
2025
Q3 		$328K Sell
13,288
-45,280
-77% -$1.1M 0.09% 108
2025
Q2 		$1.37M Sell
58,568
-5,586
-9% -$128K 0.11% 169
2025
Q1 		$1.64M Sell
64,154
-7,395
-10% -$184K 0.14% 131
2024
Q4 		$1.71M Sell
71,549
-934
-1% -$23.4K 0.14% 126
2024
Q3 		$1.75M Sell
72,483
-7,517
-9% -$185K 0.14% 136
2024
Q2 		$2.01M Sell
80,000
-708
-0.9% -$18.1K 0.16% 114
2024
Q1 		$2.09M Sell
80,708
-19,399
-19% -$457K 0.17% 112
2023
Q4 		$2.31M Sell
100,107
-11,564
-10% -$272K 0.19% 94
2023
Q3 		$2.78M Buy
111,671
+93,678
+521% +$2.25M 0.34% 61
2023
Q2 		$399K Buy
17,993
+2,008
+13% +$44.4K 0.04% 459
2023
Q1 		$359K Buy
15,985
+6,855
+75% +$160K 0.04% 500
2022
Q4 		$218K Sell
9,130
-3,575
-28% -$85.3K 0.02% 642
2022
Q3 		$252K Sell
12,705
-11,021
-46% -$229K 0.03% 604
2022
Q2 		$460K Buy
23,726
+4,163
+21% +$91K 0.05% 480
2022
Q1 		$410K Buy
+19,563
New +$368K 0.04% 527
2021
Q3 		– Sell
-126,044
Closed -$1.86M – 846
2021
Q2 		$1.86M Buy
+126,044
New +$1.78M 0.14% 174

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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

Freedom Investment Management's FENY Position: Q2 2026 in Review

Freedom Investment Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 13,230 shares — an estimated $450K sold.

Freedom Investment Management first reported a position in FENY in Q2 2021 and held it in 18 quarters. The position peaked at $2.78M in Q3 2023. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Freedom Investment Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Freedom Investment Management sold 13,230 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $450K.
  • Freedom Investment Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and held it in 18 quarters.
  • Freedom Investment Management's Fidelity MSCI Energy Index ETF position peaked at $2.78M in Q3 2023.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.