IW
FENY icon

Instrumental Wealth’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Instrumental Wealth’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 		– Sell
-8,026
Closed -$273K – 91
2026
Q1 		$273K Buy
8,026
+45
+0.6% +$1.34K 0.17% 52
2025
Q4 		$243K Buy
+7,981
New +$197K 0.15% 54
2025
Q3 		– Sell
-8,700
Closed -$209K – 72
2025
Q2 		$209K Buy
+8,700
New +$199K 0.17% 56
2024
Q3 		– Sell
-8,069
Closed -$204K – 48
2024
Q2 		$204K Buy
+8,069
New +$206K 0.21% 39

Other funds holding FENY

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 $43.3B AUM 29.3% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Instrumental Wealth's FENY Position: Q2 2026 in Review

Instrumental Wealth sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 8,026 shares — an estimated $273K sold.

Instrumental Wealth first reported a position in FENY in Q2 2024 and held it in 4 quarters. The position peaked at $273K in Q1 2026. 73 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Instrumental Wealth reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Instrumental Wealth sold 8,026 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $273K.
  • Instrumental Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 4 quarters.
  • Instrumental Wealth's Fidelity MSCI Energy Index ETF position peaked at $273K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.