LongView Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

LongView Wealth Management’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	$287K	Sell	9,713 -1,663	-15%	-$53K	0.07%	177
2026 Q1	$355K	Buy	11,376 +2,120	+23%	+$63K	0.09%	177
2025 Q4	$237K	Buy	9,256 +442	+5%	+$10.9K	0.06%	232
2025 Q3	$218K	Buy	8,814 +43	+0.5%	+$1.04K	0.06%	215
2025 Q2	$206K	Buy	+8,771	New	+$201K	0.06%	211

Other funds holding FENY

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

LongView Wealth Management's FENY Position: Q2 2026 in Review

LongView Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 15% in Q2 2026, selling an estimated $53K and leaving 9,713 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #177.

LongView Wealth Management first reported a position in FENY in Q2 2025 and has held it in 5 quarters since. The position peaked at $355K in Q1 2026. 35 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

LongView Wealth Management held 9,713 shares of Fidelity MSCI Energy Index ETF worth $287K as of Q2 2026.
LongView Wealth Management sold 1,663 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $53K.
Fidelity MSCI Energy Index ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #177 holding.
LongView Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2025 and has held it in 5 quarters since.
LongView Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $355K in Q1 2026.
35 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.