Jones Financial Companies
FENY icon

Jones Financial Companies’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jones Financial Companies’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 		$1.04M Buy
34,833
+6,608
+23% +$210K ﹤0.01% 1876
2026
Q1 		$982K Buy
28,225
+9,882
+54% +$294K ﹤0.01% 1724
2025
Q4 		$454K Buy
18,343
+948
+5% +$23.4K ﹤0.01% 1562
2025
Q3 		$443K Buy
17,395
+126
+0.7% +$3.05K ﹤0.01% 1446
2025
Q2 		$407K Buy
17,269
+5,746
+50% +$132K ﹤0.01% 1353
2025
Q1 		$291K Buy
11,523
+1,814
+19% +$45.1K ﹤0.01% 1345
2024
Q4 		$231K Buy
9,709
+4,791
+97% +$120K ﹤0.01% 1291
2024
Q3 		$118K Buy
4,918
+2,448
+99% +$60.1K ﹤0.01% 1334
2024
Q2 		$62K Buy
2,470
+2,216
+872% +$56.7K ﹤0.01% 1176
2024
Q1 		$6.56K Buy
+254
New +$5.98K ﹤0.01% 1134

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
AM
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

Jones Financial Companies's FENY Position: Q2 2026 in Review

Jones Financial Companies increased its Fidelity MSCI Energy Index ETF (FENY) stake by 23% in Q2 2026, buying an estimated $210K and bringing the position to 34,833 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Jones Financial Companies first reported a position in FENY in Q1 2024 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Jones Financial Companies held 34,833 shares of Fidelity MSCI Energy Index ETF worth $1.04M as of Q2 2026.
  • Jones Financial Companies bought 6,608 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $210K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1876 holding.
  • Jones Financial Companies first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.