Jim Simons
FENY icon

Jim Simons’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jim Simons’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
-36,500
Closed -$1.24M – 3322
2026
Q1 		$1.24M Buy
+36,500
New +$1.09M ﹤0.01% 2152
2025
Q4 		– Sell
-161,600
Closed -$3.99M – 3396
2025
Q3 		$3.99M Buy
+161,600
New +$3.91M 0.01% 1628
2025
Q2 		– Sell
-68,400
Closed -$1.75M – 3650
2025
Q1 		$1.75M Buy
68,400
+14,900
+28% +$371K ﹤0.01% 2092
2024
Q4 		$1.28M Buy
53,500
+20,600
+63% +$516K ﹤0.01% 2342
2024
Q3 		$792K Buy
+32,900
New +$808K ﹤0.01% 2577
2024
Q2 		– Sell
-75,300
Closed -$1.95M – 3640
2024
Q1 		$1.95M Buy
75,300
+47,900
+175% +$1.13M ﹤0.01% 2047
2023
Q4 		$631K Sell
27,400
-800
-3% -$18.8K ﹤0.01% 2674
2023
Q3 		$702K Buy
+28,200
New +$678K ﹤0.01% 2539
2023
Q1 		– Sell
-28,700
Closed -$684K – 4097
2022
Q4 		$684K Sell
28,700
-7,800
-21% -$186K ﹤0.01% 2756
2022
Q3 		$725K Sell
36,500
-65,300
-64% -$1.35M ﹤0.01% 2694
2022
Q2 		$1.98M Buy
+101,800
New +$2.22M ﹤0.01% 2204

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jim Simons's FENY Position: Q2 2026 in Review

Jim Simons sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 36,500 shares — an estimated $1.24M sold.

Jim Simons first reported a position in FENY in Q2 2022 and held it in 11 quarters. The position peaked at $3.99M in Q3 2025. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Jim Simons reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 36,500 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.24M.
  • Jim Simons first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and held it in 11 quarters.
  • Jim Simons's Fidelity MSCI Energy Index ETF position peaked at $3.99M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.