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Larson Financial Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Larson Financial Group’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 		$52.4K Sell
1,542
-572
-27% -$17K ﹤0.01% 1326
2025
Q4 		$52.4K Sell
2,114
-290
-12% -$7.16K ﹤0.01% 1204
2025
Q3 		$59.4K Buy
2,404
+299
+14% +$7.23K ﹤0.01% 1090
2025
Q2 		$49.4K Buy
2,105
+6
+0.3% +$138 ﹤0.01% 1075
2025
Q1 		$53.6K Buy
2,099
+4
+0.2% +$99 ﹤0.01% 1000
2024
Q4 		$49.9K Buy
2,095
+2,062
+6,248% +$51.7K ﹤0.01% 902
2024
Q3 		$795 Hold
33
– – ﹤0.01% 2031
2024
Q2 		$821 Buy
+33
New +$844 ﹤0.01% 1748
2024
Q1 		– Sell
-298
Closed -$6.87K – 1826
2023
Q4 		$6.87K Buy
298
+165
+124% +$3.88K ﹤0.01% 1106
2023
Q3 		$3.31K Hold
133
– – ﹤0.01% 1263
2023
Q2 		$2.95K Sell
133
-167
-56% -$3.69K ﹤0.01% 1203
2023
Q1 		$6.73K Buy
300
+133
+80% +$3.1K ﹤0.01% 1022
2022
Q4 		$3.98K Buy
+167
New +$3.99K ﹤0.01% 1075

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Larson Financial Group's FENY Position: Q1 2026 in Review

Larson Financial Group reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 27% in Q1 2026, selling an estimated $17K and leaving 1,542 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Larson Financial Group first reported a position in FENY in Q4 2022 and has held it in 13 quarters since. The position peaked at $59.4K in Q3 2025. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Larson Financial Group held 1,542 shares of Fidelity MSCI Energy Index ETF worth $52.4K as of Q1 2026.
  • Larson Financial Group sold 572 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $17K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1326 holding.
  • Larson Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 13 quarters since.
  • Larson Financial Group's Fidelity MSCI Energy Index ETF position peaked at $59.4K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.