HBW Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

HBW Advisory Services’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	$254K	Sell	8,609 -9,671	-53%	-$308K	0.02%	414
2026 Q1	$622K	Buy	+18,280	New	+$544K	0.07%	264
2023 Q4	–	Sell	-59,425	Closed	-$1.48M	–	309
2023 Q3	$1.48M	Buy	+59,425	New	+$1.43M	0.31%	100
2023 Q2	–	Sell	-62,741	Closed	-$1.41M	–	303
2023 Q1	$1.41M	Buy	62,741 +1,094	+2%	+$25.5K	0.35%	79
2022 Q4	$1.47M	Buy	+61,647	New	+$1.47M	0.39%	74
2021 Q2	–	Sell	-253,467	Closed	-$3.36M	–	260
2021 Q1	$3.36M	Buy	+253,467	New	+$3.16M	0.89%	40

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 $103B AUM 28.65% 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

HBW Advisory Services's FENY Position: Q2 2026 in Review

HBW Advisory Services reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 53% in Q2 2026, selling an estimated $308K and leaving 8,609 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #414.

HBW Advisory Services first reported a position in FENY in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2021. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

HBW Advisory Services held 8,609 shares of Fidelity MSCI Energy Index ETF worth $254K as of Q2 2026.
HBW Advisory Services sold 9,671 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $308K.
Fidelity MSCI Energy Index ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #414 holding.
HBW Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and has held it in 6 quarters since.
HBW Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $3.36M in Q1 2021.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.