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

Inscription Capital’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
2025
Q2 		– Sell
-29,473
Closed -$762K – 511
2025
Q1 		$762K Buy
+29,473
New +$733K 0.13% 130
2024
Q3 		$710K Hold
29,473
– – 0.11% 146
2024
Q2 		$739K Hold
29,473
– – 0.12% 130
2024
Q1 		$762K Buy
+29,473
New +$694K 0.13% 130

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Inscription Capital's FENY Position: Q2 2025 in Review

Inscription Capital sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 29,473 shares — an estimated $762K sold.

Inscription Capital first reported a position in FENY in Q1 2024 and held it in 4 quarters. The position peaked at $762K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Inscription Capital reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Inscription Capital sold 29,473 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $762K.
  • Inscription Capital first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 4 quarters.
  • Inscription Capital's Fidelity MSCI Energy Index ETF position peaked at $762K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.