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Howe & Rusling’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Howe & Rusling’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 		$28.9K Buy
+978
New +$31.1K ﹤0.01% 404
2022
Q4 		– Sell
-300
Closed -$6K – 572
2022
Q3 		$6K Hold
300
– – ﹤0.01% 623
2022
Q2 		$6K Hold
300
– – ﹤0.01% 610
2022
Q1 		$6K Hold
300
– – ﹤0.01% 609
2021
Q4 		$5K Buy
+300
New +$4.66K ﹤0.01% 667

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Howe & Rusling's FENY Position: Q2 2026 in Review

Howe & Rusling opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 978 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in FENY as recently as Q3 2022.

Howe & Rusling first reported a position in FENY in Q4 2021 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Howe & Rusling held 978 shares of Fidelity MSCI Energy Index ETF worth $28.9K as of Q2 2026.
  • Fidelity MSCI Energy Index ETF was a new Howe & Rusling position in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #404 holding.
  • Howe & Rusling first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.