Jeff Yass’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jeff Yass’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
2022 Q2	–	Sell	-11,000	Closed	-$230K	–	13192
2022 Q1	$230K	Buy	+11,000	New	+$207K	﹤0.01%	10908
2021 Q1	–	Sell	-20,900	Closed	-$212K	–	12410
2020 Q4	$212K	Sell	20,900 -500	-2%	-$4.58K	﹤0.01%	9942
2020 Q3	$169K	Buy	+21,400	New	+$200K	﹤0.01%	9602
2020 Q2	–	Sell	-312,800	Closed	-$2.35M	–	10332
2020 Q1	$2.35M	Buy	+312,800	New	+$3.91M	﹤0.01%	3688

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 $103B AUM 28.65% 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

Jeff Yass's FENY Position: Q2 2026 in Review

Jeff Yass increased its Fidelity MSCI Energy Index ETF (FENY) stake by 151% in Q2 2026, buying an estimated $884K and bringing the position to 46,172 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #7398.

Jeff Yass first reported a position in FENY in Q4 2013 and has held it in 33 quarters since. The position peaked at $2.81M in Q2 2022. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Jeff Yass held 46,172 shares of Fidelity MSCI Energy Index ETF worth $1.36M as of Q2 2026.
Jeff Yass bought 27,765 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $884K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7398 holding.
Jeff Yass first reported a position in Fidelity MSCI Energy Index ETF in Q4 2013 and has held it in 33 quarters since.
Jeff Yass's Fidelity MSCI Energy Index ETF position peaked at $2.81M in Q2 2022.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.