KDK Private Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

KDK Private Wealth Management’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	$691K	Sell	23,372 -485	-2%	-$15.4K	0.57%	31
2026 Q1	$812K	Sell	23,857 -215	-0.9%	-$6.39K	0.74%	26
2025 Q4	$596K	Sell	24,072 -517	-2%	-$12.8K	0.52%	32
2025 Q3	$608K	Sell	24,589 -648	-3%	-$15.7K	0.62%	28
2025 Q2	$592K	Sell	25,237 -693	-3%	-$15.9K	0.63%	28
2025 Q1	$663K	Sell	25,930 -113	-0.4%	-$2.81K	0.75%	26
2024 Q4	$621K	Buy	+26,043	New	+$652K	0.64%	30

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 $104B AUM 28.3% 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

KDK Private Wealth Management's FENY Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 2% in Q2 2026, selling an estimated $15.4K and leaving 23,372 shares worth $691K. The position accounts for 0.57% of the portfolio, ranked #31.

KDK Private Wealth Management first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

KDK Private Wealth Management held 23,372 shares of Fidelity MSCI Energy Index ETF worth $691K as of Q2 2026.
KDK Private Wealth Management sold 485 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $15.4K.
Fidelity MSCI Energy Index ETF made up 0.57% of KDK Private Wealth Management's portfolio in Q2 2026, its #31 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
KDK Private Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $812K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.