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

Hyperion 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
2024 Q2	–	Sell	-37,500	Closed	-$970K	–	110
2024 Q1	$970K	Hold	37,500	–	–	0.46%	25
2023 Q4	$864K	Hold	37,500	–	–	0.47%	26
2023 Q3	$934K	Hold	37,500	–	–	0.51%	27
2023 Q2	$831K	Hold	37,500	–	–	0.45%	27
2023 Q1	$842K	Hold	37,500	–	–	0.4%	28
2022 Q4	$894K	Hold	37,500	–	–	0.44%	27
2022 Q3	$745K	Hold	37,500	–	–	0.37%	29
2022 Q2	$728K	Buy	+37,500	New	+$819K	0.34%	31

Other funds holding FENY

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return