HBW
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
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

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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return