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Grimes & Company’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Grimes & Company’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
2025
Q1 		– Sell
-9,691
Closed -$231K – 381
2024
Q4 		$231K Buy
+9,691
New +$243K 0.01% 345

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Grimes & Company's FENY Position: Q1 2025 in Review

Grimes & Company sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 9,691 shares — an estimated $231K sold.

Grimes & Company first reported a position in FENY in Q4 2024 and held it in 1 quarter. The position peaked at $231K in Q4 2024. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Grimes & Company reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Grimes & Company sold 9,691 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $231K.
  • Grimes & Company first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and held it in 1 quarter.
  • Grimes & Company's Fidelity MSCI Energy Index ETF position peaked at $231K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Grimes & Company's 13F filing for Q1 2025, filed 17 Apr 2025.