Kovitz Investment Group Partners
FENY icon

Kovitz Investment Group Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Kovitz Investment Group Partners’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 		$1.79M Buy
+52,730
New +$1.57M 0.04% 245
2025
Q4 		– Sell
-37,715
Closed -$932K – 746
2025
Q3 		$932K Sell
37,715
-2,710
-7% -$65.6K ﹤0.01% 860
2025
Q2 		$948K Sell
40,425
-11,365
-22% -$260K ﹤0.01% 814
2025
Q1 		$1.32M Sell
51,790
-100,603
-66% -$2.5M 0.01% 671
2024
Q4 		$3.64M Sell
152,393
-4,808
-3% -$120K 0.02% 464
2024
Q3 		$3.79M Sell
157,201
-50,666
-24% -$1.24M 0.03% 386
2024
Q2 		$5.22M Buy
+207,867
New +$5.32M 0.04% 280

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