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 Q2	$2.95M	Buy	99,734 +47,004	+89%	+$1.5M	0.07%	177
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

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

Kovitz Investment Group Partners's FENY Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fidelity MSCI Energy Index ETF (FENY) stake by 89% in Q2 2026, buying an estimated $1.5M and bringing the position to 99,734 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #177.

Kovitz Investment Group Partners first reported a position in FENY in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.22M in Q2 2024. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Kovitz Investment Group Partners held 99,734 shares of Fidelity MSCI Energy Index ETF worth $2.95M as of Q2 2026.
Kovitz Investment Group Partners bought 47,004 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.5M.
Fidelity MSCI Energy Index ETF made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #177 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Energy Index ETF position peaked at $5.22M in Q2 2024.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.