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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Jim Simons's FENY Position: Q1 2026 in Review

Jim Simons opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q1 2026: 36,500 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #2152 among its holdings. This is a return to the name: Jim Simons previously reported a position in FENY as recently as Q3 2025.

Jim Simons first reported a position in FENY in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.99M in Q3 2025. 259 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Jim Simons held 36,500 shares of Fidelity MSCI Energy Index ETF worth $1.24M as of Q1 2026.
Fidelity MSCI Energy Index ETF was a new Jim Simons position in Q1 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2152 holding.
Jim Simons first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 11 quarters since.
Jim Simons's Fidelity MSCI Energy Index ETF position peaked at $3.99M in Q3 2025.
259 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.