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

Guerra 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
2025
Q3 		$1.59M Sell
64,180
-187,897
-75% -$4.55M 0.59% 45
2025
Q2 		$5.91M Buy
252,077
+93,492
+59% +$2.14M 2.79% 12
2025
Q1 		$4.05M Buy
+158,585
New +$3.94M 2.27% 14

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guerra Advisors's FENY Position: Q3 2025 in Review

Guerra Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 75% in Q3 2025, selling an estimated $4.55M and leaving 64,180 shares worth $1.59M. The position accounts for 0.59% of the portfolio, ranked #45.

Guerra Advisors first reported a position in FENY in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.91M in Q2 2025. 214 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

  • Guerra Advisors held 64,180 shares of Fidelity MSCI Energy Index ETF worth $1.59M as of Q3 2025.
  • Guerra Advisors sold 187,897 Fidelity MSCI Energy Index ETF shares in Q3 2025, an estimated $4.55M.
  • Fidelity MSCI Energy Index ETF made up 0.59% of Guerra Advisors's portfolio in Q3 2025, its #45 holding.
  • Guerra Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and has held it in 3 quarters since.
  • Guerra Advisors's Fidelity MSCI Energy Index ETF position peaked at $5.91M in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.