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Heck Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Heck Capital Advisors’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 		$313K Sell
10,587
-13,927
-57% -$444K 0.02% 186
2026
Q1 		$834K Sell
24,514
-31,153
-56% -$926K 0.06% 125
2025
Q4 		$1.38M Sell
55,667
-985
-2% -$24.3K 0.1% 103
2025
Q3 		$1.4M Buy
56,652
+170
+0.3% +$4.11K 0.11% 100
2025
Q2 		$1.32M Buy
56,482
+33,516
+146% +$768K 0.11% 92
2025
Q1 		$587K Sell
22,966
-52,740
-70% -$1.31M 0.07% 106
2024
Q4 		$1.8M Sell
75,706
-211
-0.3% -$5.29K 0.21% 65
2024
Q3 		$1.83M Buy
75,917
+389
+0.5% +$9.56K 0.21% 66
2024
Q2 		$1.89M Sell
75,528
-1,842
-2% -$47.1K 0.24% 66
2024
Q1 		$2M Buy
77,370
+670
+0.9% +$15.8K 0.31% 56
2023
Q4 		$1.77M Sell
76,700
-189,592
-71% -$4.46M 0.29% 60
2023
Q3 		$6.63M Buy
266,292
+218,803
+461% +$5.26M 1.23% 28
2023
Q2 		$1.05M Sell
47,489
-3,598
-7% -$79.5K 0.18% 70
2023
Q1 		$1.15M Sell
51,087
-30,927
-38% -$720K 0.22% 57
2022
Q4 		$1.96M Buy
82,014
+16,546
+25% +$395K 0.38% 55
2022
Q3 		$1.3M Sell
65,468
-4,862
-7% -$101K 0.27% 60
2022
Q2 		$1.36M Buy
70,330
+14,696
+26% +$321K 0.27% 60
2022
Q1 		$1.16M Sell
55,634
-915
-2% -$17.2K 0.21% 66
2021
Q4 		$858K Buy
+56,549
New +$877K 0.16% 75
2020
Q1 		– Sell
-28,937
Closed -$463K – 105
2019
Q4 		$463K Buy
28,937
+4,768
+20% +$74.8K 0.11% 52
2019
Q3 		$380K Sell
24,169
-12,315
-34% -$199K 0.12% 53
2019
Q2 		$627K Buy
36,484
+7,726
+27% +$135K 0.17% 41
2019
Q1 		$520K Buy
28,758
+3,642
+15% +$64K 0.16% 42
2018
Q4 		$392K Buy
25,116
+6,493
+35% +$120K 0.14% 46
2018
Q3 		$396K Buy
18,623
+6,664
+56% +$140K 0.13% 49
2018
Q2 		$254K Buy
11,959
+6,525
+120% +$135K 0.09% 62
2018
Q1 		$102K Buy
5,434
+1,838
+51% +$36K 0.04% 79
2017
Q4 		$72.1K Sell
3,596
-4,157
-54% -$79.2K 0.04% 78
2017
Q3 		$147K Buy
7,753
+5,106
+193% +$91.7K 0.08% 65
2017
Q2 		$47.6K Buy
2,647
+752
+40% +$14.1K 0.03% 75
2017
Q1 		$37.2K Buy
1,895
+1,710
+924% +$34.6K 0.02% 71
2016
Q4 		$3.92K Buy
+185
New +$3.75K ﹤0.01% 71

Other funds holding FENY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Heck Capital Advisors's FENY Position: Q2 2026 in Review

Heck Capital Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 57% in Q2 2026, selling an estimated $444K and leaving 10,587 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #186.

Heck Capital Advisors first reported a position in FENY in Q4 2016 and has held it in 32 quarters since. The position peaked at $6.63M in Q3 2023. 101 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Heck Capital Advisors held 10,587 shares of Fidelity MSCI Energy Index ETF worth $313K as of Q2 2026.
  • Heck Capital Advisors sold 13,927 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $444K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Heck Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and has held it in 32 quarters since.
  • Heck Capital Advisors's Fidelity MSCI Energy Index ETF position peaked at $6.63M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.