Hazlett, Burt & Watson
FENY icon

Hazlett, Burt & Watson’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$10K Hold
300
– – ﹤0.01% 689
2026
Q2 		$9K Hold
300
– – ﹤0.01% 711
2026
Q1 		$10K Hold
300
– – ﹤0.01% 690
2025
Q4 		$7K Hold
300
– – ﹤0.01% 749
2025
Q3 		$7K Hold
300
– – ﹤0.01% 701
2025
Q2 		$7K Hold
300
– – ﹤0.01% 632
2025
Q1 		$8K Hold
300
– – ﹤0.01% 604
2024
Q4 		$8K Buy
300
+150
+100% +$3.76K ﹤0.01% 570
2024
Q3 		$4K Hold
150
– – ﹤0.01% 619
2024
Q2 		$4K Hold
150
– – ﹤0.01% 602
2024
Q1 		$4K Buy
+150
New +$3.53K ﹤0.01% 594

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $722M AUM 16.42% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Hazlett, Burt & Watson's FENY Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2026 at 300 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Hazlett, Burt & Watson first reported a position in FENY in Q1 2024 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Hazlett, Burt & Watson held 300 shares of Fidelity MSCI Energy Index ETF worth $10K as of Q3 2026.
  • Hazlett, Burt & Watson left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #689 holding.
  • Hazlett, Burt & Watson first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.