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Gateway Wealth Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Gateway Wealth Partners’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
-12,508
Closed -$426K – 815
2026
Q1 		$426K Buy
+12,508
New +$372K 0.02% 621
2025
Q4 		– Sell
-9,334
Closed -$231K – 463
2025
Q3 		$231K Buy
+9,334
New +$226K 0.03% 375

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LPL Financial
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HighTower Advisors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
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Cetera Investment Advisers
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Marshall Wace
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Gateway Wealth Partners's FENY Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 12,508 shares — an estimated $426K sold.

Gateway Wealth Partners first reported a position in FENY in Q3 2025 and held it in 2 quarters. The position peaked at $426K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 12,508 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $426K.
  • Gateway Wealth Partners first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and held it in 2 quarters.
  • Gateway Wealth Partners's Fidelity MSCI Energy Index ETF position peaked at $426K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.