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KCM Investment Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

KCM Investment Advisors’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 		$3.88M Sell
131,281
-682
-0.5% -$21.7K 0.12% 107
2026
Q1 		$4.49M Sell
131,963
-23,949
-15% -$712K 0.15% 99
2025
Q4 		$3.86M Sell
155,912
-12,237
-7% -$302K 0.12% 109
2025
Q3 		$4.16M Sell
168,149
-5,144
-3% -$124K 0.13% 105
2025
Q2 		$4.06M Sell
173,293
-6,291
-4% -$144K 0.14% 107
2025
Q1 		$4.59M Sell
179,584
-5,526
-3% -$137K 0.16% 99
2024
Q4 		$4.41M Sell
185,110
-13,744
-7% -$344K 0.15% 105
2024
Q3 		$4.79M Sell
198,854
-183
-0.1% -$4.5K 0.16% 99
2024
Q2 		$4.99M Sell
199,037
-2,126
-1% -$54.4K 0.18% 92
2024
Q1 		$5.2M Buy
201,163
+2,435
+1% +$57.3K 0.19% 94
2023
Q4 		$4.58M Sell
198,728
-11,430
-5% -$269K 0.18% 100
2023
Q3 		$5.24M Sell
210,158
-5,045
-2% -$121K 0.23% 91
2023
Q2 		$4.77M Sell
215,203
-7,064
-3% -$156K 0.19% 102
2023
Q1 		$4.99M Sell
222,267
-5,661
-2% -$132K 0.2% 103
2022
Q4 		$5.43M Buy
227,928
+3,652
+2% +$87.2K 0.23% 94
2022
Q3 		$4.45M Sell
224,276
-10,718
-5% -$222K 0.21% 103
2022
Q2 		$4.56M Buy
234,994
+2,548
+1% +$55.7K 0.2% 101
2022
Q1 		$4.87M Sell
232,446
-2,154
-0.9% -$40.5K 0.18% 109
2021
Q4 		$3.56M Buy
234,600
+14,778
+7% +$229K 0.12% 131
2021
Q3 		$3.17M Buy
219,822
+6,786
+3% +$92K 0.13% 125
2021
Q2 		$3.14M Buy
213,036
+9,207
+5% +$130K 0.13% 124
2021
Q1 		$2.7M Buy
203,829
+2,858
+1% +$35.6K 0.12% 129
2020
Q4 		$2.04M Buy
+200,971
New +$1.84M 0.1% 142

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 22.96% 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

KCM Investment Advisors's FENY Position: Q2 2026 in Review

KCM Investment Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.52% in Q2 2026, selling an estimated $21.7K and leaving 131,281 shares worth $3.88M. The position accounts for 0.12% of the portfolio, ranked #107.

KCM Investment Advisors first reported a position in FENY in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.43M in Q4 2022. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • KCM Investment Advisors held 131,281 shares of Fidelity MSCI Energy Index ETF worth $3.88M as of Q2 2026.
  • KCM Investment Advisors sold 682 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $21.7K.
  • Fidelity MSCI Energy Index ETF made up 0.12% of KCM Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • KCM Investment Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and has held it in 23 quarters since.
  • KCM Investment Advisors's Fidelity MSCI Energy Index ETF position peaked at $5.43M in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.