BFC Planning, Inc.’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

BFC Planning, Inc.’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	$263K	Sell	8,903 -478	-5%	-$15.2K	0.01%	836
2026 Q1	$319K	Buy	9,381 +116	+1%	+$3.45K	0.01%	714
2025 Q4	$229K	Sell	9,265 -462	-5%	-$11.4K	0.01%	825
2025 Q3	$240K	Buy	9,727 +1,670	+21%	+$40.4K	0.02%	614
2025 Q2	$189K	Buy	8,057 +297	+4%	+$6.81K	0.01%	657
2025 Q1	$198K	Buy	7,760 +497	+7%	+$12.4K	0.02%	613
2024 Q4	$173K	Buy	+7,263	New	+$182K	0.01%	666

Other funds holding FENY

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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 $24.5B AUM 50.2% 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

BFC Planning, Inc.'s FENY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 5.1% in Q2 2026, selling an estimated $15.2K and leaving 8,903 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #836.

BFC Planning, Inc. first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q1 2026. 250 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

BFC Planning, Inc. held 8,903 shares of Fidelity MSCI Energy Index ETF worth $263K as of Q2 2026.
BFC Planning, Inc. sold 478 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $15.2K.
Fidelity MSCI Energy Index ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #836 holding.
BFC Planning, Inc. first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Fidelity MSCI Energy Index ETF position peaked at $319K in Q1 2026.
250 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.