Kestra Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.89M Buy
199,290
+10,202
+5% +$325K 0.02% 754
2026
Q1
$6.43M Buy
189,088
+17,664
+10% +$525K 0.02% 668
2025
Q4
$4.25M Buy
171,424
+1,271
+0.7% +$31.4K 0.02% 836
2025
Q3
$4.21M Sell
170,153
-97,423
-36% -$2.36M 0.02% 779
2025
Q2
$6.27M Buy
267,576
+47,123
+21% +$1.08M 0.03% 540
2025
Q1
$5.63M Sell
220,453
-1,397
-0.6% -$34.7K 0.03% 534
2024
Q4
$5.29M Sell
221,850
-397,199
-64% -$9.95M 0.03% 554
2024
Q3
$14.9M Sell
619,049
-43,771
-7% -$1.08M 0.08% 261
2024
Q2
$16.3M Buy
662,820
+69,832
+12% +$1.79M 0.09% 239
2024
Q1
$15.3M Buy
592,988
+18,689
+3% +$440K 0.1% 202
2023
Q4
$13.2M Buy
574,299
+16,640
+3% +$392K 0.11% 203
2023
Q3
$13.9M Sell
557,659
-226,433
-29% -$5.44M 0.14% 164
2023
Q2
$17.4M Buy
784,092
+230
+0% +$5.08K 0.17% 122
2023
Q1
$17.6M Buy
783,862
+546,013
+230% +$12.7M 0.19% 117
2022
Q4
$5.67M Sell
237,849
-127,124
-35% -$3.03M 0.05% 386
2022
Q3
$7.25M Buy
364,973
+166,174
+84% +$3.45M 0.08% 274
2022
Q2
$3.86M Buy
198,799
+19,474
+11% +$425K 0.04% 434
2022
Q1
$3.75M Sell
179,325
-401,871
-69% -$7.56M 0.04% 452
2021
Q4
$8.82M Buy
581,196
+453,941
+357% +$7.04M 0.09% 244
2021
Q3
$1.83M Sell
127,255
-574,692
-82% -$7.79M 0.02% 751
2021
Q2
$10.4M Sell
701,947
-36,701
-5% -$518K 0.12% 197
2021
Q1
$9.79M Buy
738,648
+514,215
+229% +$6.41M 0.12% 190
2020
Q4
$2.3M Buy
224,433
+159,411
+245% +$1.46M 0.03% 551
2020
Q3
$528K Buy
+65,022
New +$608K 0.01% 859

Other funds holding FENY

Kestra Advisory Services's FENY Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity MSCI Energy Index ETF (FENY) stake by 5.4% in Q2 2026, buying an estimated $325K and bringing the position to 199,290 shares worth $5.89M. The position accounts for 0.02% of the portfolio, ranked #754.

Kestra Advisory Services first reported a position in FENY in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.6M in Q1 2023. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Kestra Advisory Services held 199,290 shares of Fidelity MSCI Energy Index ETF worth $5.89M as of Q2 2026.
  • Kestra Advisory Services bought 10,202 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $325K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #754 holding.
  • Kestra Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $17.6M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.