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GWN Securities’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

GWN Securities’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
Q2 		– Sell
-28,693
Closed -$675K – 511
2025
Q1 		$675K Buy
+28,693
New +$714K 0.04% 377

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWN Securities's FENY Position: Q2 2025 in Review

GWN Securities sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 28,693 shares — an estimated $675K sold.

GWN Securities first reported a position in FENY in Q1 2025 and held it in 1 quarter. The position peaked at $675K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • GWN Securities reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 28,693 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $675K.
  • GWN Securities first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Fidelity MSCI Energy Index ETF position peaked at $675K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.