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FENY icon

Harbour Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Harbour Investments’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 		$720K Buy
24,355
+1,125
+5% +$35.8K 0.01% 954
2026
Q1 		$790K Buy
23,230
+8,965
+63% +$267K 0.01% 854
2025
Q4 		$353K Buy
14,265
+650
+5% +$16K 0.01% 1001
2025
Q3 		$337K Buy
13,615
+617
+5% +$14.9K 0.01% 994
2025
Q2 		$305K Sell
12,998
-5,083
-28% -$116K 0.01% 987
2025
Q1 		$462K Sell
18,081
-237
-1% -$5.89K 0.01% 739
2024
Q4 		$437K Buy
18,318
+262
+1% +$6.56K 0.01% 735
2024
Q3 		$435K Buy
18,056
+941
+5% +$23.1K 0.01% 710
2024
Q2 		$429K Sell
17,115
-264
-2% -$6.75K 0.01% 659
2024
Q1 		$450K Sell
17,379
-1,501
-8% -$35.3K 0.02% 632
2023
Q4 		$435K Buy
18,880
+13,146
+229% +$310K 0.02% 574
2023
Q3 		$143K Hold
5,734
– – 0.01% 910
2023
Q2 		$127K Sell
5,734
-4,299
-43% -$95K 0.01% 962
2023
Q1 		$225K Sell
10,033
-3,050
-23% -$71K 0.01% 727
2022
Q4 		$312K Sell
13,083
-9,727
-43% -$232K 0.02% 584
2022
Q3 		$443K Hold
22,810
– – 0.03% 447
2022
Q2 		$443K Buy
+22,810
New +$498K 0.03% 447

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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 $104B AUM 28.3% 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

Harbour Investments's FENY Position: Q2 2026 in Review

Harbour Investments increased its Fidelity MSCI Energy Index ETF (FENY) stake by 4.8% in Q2 2026, buying an estimated $35.8K and bringing the position to 24,355 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #954.

Harbour Investments first reported a position in FENY in Q2 2022 and has held it in 17 quarters since. The position peaked at $790K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Harbour Investments held 24,355 shares of Fidelity MSCI Energy Index ETF worth $720K as of Q2 2026.
  • Harbour Investments bought 1,125 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $35.8K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #954 holding.
  • Harbour Investments first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's Fidelity MSCI Energy Index ETF position peaked at $790K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.