Investmark Advisory Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Investmark Advisory Group's FENY Position: Q2 2026 in Review

Investmark Advisory Group reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.37% in Q2 2026, selling an estimated $1.05K and leaving 8,965 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #124.

Investmark Advisory Group first reported a position in FENY in Q4 2021 and has held it in 11 quarters since. The position peaked at $306K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

• Investmark Advisory Group held 8,965 shares of Fidelity MSCI Energy Index ETF worth $265K as of Q2 2026.
• Investmark Advisory Group sold 33 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.05K.
• Fidelity MSCI Energy Index ETF made up 0.1% of Investmark Advisory Group's portfolio in Q2 2026, its #124 holding.
• Investmark Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and has held it in 11 quarters since.
• Investmark Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $306K in Q1 2026.
• 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.