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Lynch & Associates’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Lynch & Associates’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 		$1.82M Buy
61,490
+2,311
+4% +$73.6K 0.32% 75
2026
Q1 		$2.01M Buy
59,179
+40
+0.1% +$1.19K 0.38% 64
2025
Q4 		$1.46M Buy
59,139
+1,621
+3% +$40K 0.28% 72
2025
Q3 		$1.42M Buy
57,518
+3,013
+6% +$72.9K 0.27% 72
2025
Q2 		$1.28M Buy
54,505
+1,259
+2% +$28.9K 0.26% 73
2025
Q1 		$1.36M Buy
53,246
+809
+2% +$20.1K 0.29% 71
2024
Q4 		$1.25M Buy
52,437
+532
+1% +$13.3K 0.27% 69
2024
Q3 		$1.25M Buy
51,905
+1,704
+3% +$41.9K 0.26% 72
2024
Q2 		$1.26M Buy
50,201
+631
+1% +$16.1K 0.28% 70
2024
Q1 		$1.28M Buy
49,570
+2,230
+5% +$52.5K 0.3% 69
2023
Q4 		$1.09M Sell
47,340
-2,045
-4% -$48.2K 0.27% 69
2023
Q3 		$1.23M Buy
49,385
+1,050
+2% +$25.2K 0.32% 63
2023
Q2 		$1.07M Sell
48,335
-1,008
-2% -$22.3K 0.27% 62
2023
Q1 		$1.11M Sell
49,343
-2,487
-5% -$57.9K 0.29% 60
2022
Q4 		$1.24M Sell
51,830
-341
-0.7% -$8.14K 0.32% 61
2022
Q3 		$1.04M Sell
52,171
-95
-0.2% -$1.97K 0.3% 64
2022
Q2 		$1.01M Buy
52,266
+1,435
+3% +$31.4K 0.28% 65
2022
Q1 		$1.06M Buy
50,831
+3,221
+7% +$60.6K 0.26% 65
2021
Q4 		$723K Buy
47,610
+294
+0.6% +$4.56K 0.17% 73
2021
Q3 		$682K Buy
47,316
+1,154
+2% +$15.6K 0.18% 73
2021
Q2 		$681K Buy
46,162
+1,026
+2% +$14.5K 0.17% 73
2021
Q1 		$598K Buy
45,136
+1,782
+4% +$22.2K 0.16% 78
2020
Q4 		$440K Buy
43,354
+3,724
+9% +$34.1K 0.12% 85
2020
Q3 		$313K Buy
39,630
+77
+0.2% +$720 0.09% 86
2020
Q2 		$393K Buy
39,553
+628
+2% +$6.1K 0.13% 80
2020
Q1 		$293K Buy
38,925
+3,341
+9% +$41.8K 0.11% 83
2019
Q4 		$570K Buy
35,584
+1,831
+5% +$28.7K 0.16% 74
2019
Q3 		$531K Buy
33,753
+511
+2% +$8.26K 0.16% 74
2019
Q2 		$572K Buy
33,242
+3,302
+11% +$57.5K 0.19% 70
2019
Q1 		$541K Buy
29,940
+423
+1% +$7.43K 0.18% 71
2018
Q4 		$461K Sell
29,517
-1,863
-6% -$34.5K 0.17% 71
2018
Q3 		$667K Buy
31,380
+3,666
+13% +$76.9K 0.23% 68
2018
Q2 		$589K Buy
27,714
+1,724
+7% +$35.7K 0.21% 69
2018
Q1 		$486K Buy
25,990
+2,992
+13% +$58.6K 0.19% 74
2017
Q4 		$461K Buy
22,998
+1,668
+8% +$31.8K 0.17% 72
2017
Q3 		$404K Buy
21,330
+1,346
+7% +$24.2K 0.16% 73
2017
Q2 		$359K Buy
19,984
+413
+2% +$7.73K 0.14% 81
2017
Q1 		$384K Buy
19,571
+339
+2% +$6.87K 0.16% 79
2016
Q4 		$407K Buy
19,232
+5
+0% +$101 0.17% 79
2016
Q3 		$381K Sell
19,227
-1,835
-9% -$35.5K 0.17% 80
2016
Q2 		$409K Buy
21,062
+2,730
+15% +$51.2K 0.18% 79
2016
Q1 		$322K Buy
18,332
+3,832
+26% +$63K 0.15% 84
2015
Q4 		$248K Sell
14,500
-763
-5% -$14.3K 0.13% 96
2015
Q3 		$265K Buy
15,263
+2,894
+23% +$55.5K 0.15% 88
2015
Q2 		$267K Buy
12,369
+464
+4% +$10.6K 0.14% 91
2015
Q1 		$264K Buy
+11,905
New +$266K 0.14% 89

Other funds holding FENY

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
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
RF
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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Lynch & Associates's FENY Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Energy Index ETF (FENY) stake by 3.9% in Q2 2026, buying an estimated $73.6K and bringing the position to 61,490 shares worth $1.82M. The position accounts for 0.32% of the portfolio, ranked #75.

Lynch & Associates first reported a position in FENY in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.01M in Q1 2026. 35 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Lynch & Associates held 61,490 shares of Fidelity MSCI Energy Index ETF worth $1.82M as of Q2 2026.
  • Lynch & Associates bought 2,311 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $73.6K.
  • Fidelity MSCI Energy Index ETF made up 0.32% of Lynch & Associates's portfolio in Q2 2026, its #75 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Energy Index ETF in Q1 2015 and has held it in 46 quarters since.
  • Lynch & Associates's Fidelity MSCI Energy Index ETF position peaked at $2.01M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.