Regatta Research & Money Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Regatta Research & Money 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	$213K	Buy	+7,221	New	+$230K	0.2%	101

Other funds holding FENY

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 $103B AUM 28.65% 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

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regatta Research & Money Management's FENY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 7,221 shares worth $213K. The stake represents 0.2% of the portfolio and ranks #101 among its holdings.

181 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Regatta Research & Money Management held 7,221 shares of Fidelity MSCI Energy Index ETF worth $213K as of Q2 2026.
Fidelity MSCI Energy Index ETF was a new Regatta Research & Money Management position in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.2% of Regatta Research & Money Management's portfolio in Q2 2026, its #101 holding.
181 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.