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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Hazlett, Burt & Watson's FENY Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 300 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Hazlett, Burt & Watson first reported a position in FENY in Q1 2024 and has held it in 10 quarters since. The position peaked at $10K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Hazlett, Burt & Watson held 300 shares of Fidelity MSCI Energy Index ETF worth $9K as of Q2 2026.
Hazlett, Burt & Watson left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #711 holding.
Hazlett, Burt & Watson first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 10 quarters since.
Hazlett, Burt & Watson's Fidelity MSCI Energy Index ETF position peaked at $10K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.