Jackson Grant Investment Advisers’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jackson Grant Investment Advisers’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	$186K	Hold	6,291	–	–	0.06%	128
2026 Q1	$214K	Hold	6,291	–	–	0.07%	113
2025 Q4	$156K	Hold	6,291	–	–	0.05%	133
2025 Q3	$156K	Hold	6,291	–	–	0.05%	133
2025 Q2	$148K	Hold	6,291	–	–	0.05%	125
2025 Q1	$161K	Hold	6,291	–	–	0.06%	118
2024 Q4	$150K	Buy	+6,291	New	+$158K	0.06%	119

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 22.96% 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

Jackson Grant Investment Advisers's FENY Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 6,291 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #128.

Jackson Grant Investment Advisers first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $214K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Jackson Grant Investment Advisers held 6,291 shares of Fidelity MSCI Energy Index ETF worth $186K as of Q2 2026.
Jackson Grant Investment Advisers left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #128 holding.
Jackson Grant Investment Advisers first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
Jackson Grant Investment Advisers's Fidelity MSCI Energy Index ETF position peaked at $214K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.