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 Q2	$178K	Buy	6,010 +4,468	+290%	+$142K	﹤0.01%	895
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

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

Larson Financial Group's FENY Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 290% in Q2 2026, buying an estimated $142K and bringing the position to 6,010 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Larson Financial Group first reported a position in FENY in Q4 2022 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Larson Financial Group held 6,010 shares of Fidelity MSCI Energy Index ETF worth $178K as of Q2 2026.
Larson Financial Group bought 4,468 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $142K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #895 holding.
Larson Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 14 quarters since.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.