Hughes Financial Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Hughes Financial 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	$1.24K	Hold	42	–	–	﹤0.01%	869
2026 Q1	$1.43K	Hold	42	–	–	﹤0.01%	687
2025 Q4	$1.04K	Hold	42	–	–	﹤0.01%	704
2025 Q3	$1.05K	Hold	42	–	–	﹤0.01%	707
2025 Q2	$985	Hold	42	–	–	﹤0.01%	718
2025 Q1	$1.08K	Buy	+42	New	+$1.04K	﹤0.01%	674

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 22.9% 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

Hughes Financial Services's FENY Position: Q2 2026 in Review

Hughes Financial Services held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 42 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Hughes Financial Services first reported a position in FENY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Hughes Financial Services held 42 shares of Fidelity MSCI Energy Index ETF worth $1.24K as of Q2 2026.
Hughes Financial Services left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #869 holding.
Hughes Financial Services first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Fidelity MSCI Energy Index ETF position peaked at $1.43K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.