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GHP Investment Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

GHP Investment Advisors’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
-25
Closed -$851 – 1413
2026
Q1 		$851 Buy
+25
New +$743 ﹤0.01% 1053

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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 $103B AUM 28.65% 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

GHP Investment Advisors's FENY Position: Q2 2026 in Review

GHP Investment Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 25 shares — an estimated $851 sold.

GHP Investment Advisors first reported a position in FENY in Q1 2026 and held it in 1 quarter. The position peaked at $851 in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • GHP Investment Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 25 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $851.
  • GHP Investment Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and held it in 1 quarter.
  • GHP Investment Advisors's Fidelity MSCI Energy Index ETF position peaked at $851 in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.