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Godfrey Financial Associates’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Godfrey Financial Associates’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 		$58.1K Hold
1,964
– – 0.04% 228
2026
Q1 		$66.8K Hold
1,964
– – 0.06% 197
2025
Q4 		$48.6K Buy
+1,964
New +$48.5K 0.04% 220

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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 $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

Godfrey Financial Associates's FENY Position: Q2 2026 in Review

Godfrey Financial Associates held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 1,964 shares worth $58.1K. The position accounts for 0.04% of the portfolio, ranked #228.

Godfrey Financial Associates first reported a position in FENY in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.8K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Godfrey Financial Associates held 1,964 shares of Fidelity MSCI Energy Index ETF worth $58.1K as of Q2 2026.
  • Godfrey Financial Associates left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #228 holding.
  • Godfrey Financial Associates first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Fidelity MSCI Energy Index ETF position peaked at $66.8K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.