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

Maltin 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
Q3 		$3.93M Buy
115,800
+2,285
+2% +$76.8K 1.27% 26
2026
Q2 		$3.36M Sell
113,515
-11,431
-9% -$364K 1.12% 36
2026
Q1 		$4.25M Buy
124,946
+13,580
+12% +$404K 1.62% 19
2025
Q4 		$2.76M Buy
111,366
+3,305
+3% +$81.6K 1.1% 36
2025
Q3 		$2.67M Buy
108,061
+2,933
+3% +$71K 1.11% 36
2025
Q2 		$2.47M Buy
105,128
+6,203
+6% +$142K 1.11% 34
2025
Q1 		$2.53M Buy
98,925
+11,606
+13% +$289K 1.19% 29
2024
Q4 		$2.08M Buy
87,319
+1,563
+2% +$39.2K 1.02% 33
2024
Q3 		$2.06M Buy
85,756
+5,069
+6% +$125K 1.01% 37
2024
Q2 		$2.02M Buy
80,687
+3,929
+5% +$100K 1.09% 31
2024
Q1 		$1.99M Buy
76,758
+6,405
+9% +$151K 1.12% 29
2023
Q4 		$1.62M Sell
70,353
-1,004
-1% -$23.6K 1.03% 32
2023
Q3 		$1.78M Buy
71,357
+2,808
+4% +$67.5K 1.24% 30
2023
Q2 		$1.52M Buy
68,549
+1,439
+2% +$31.8K 1.07% 30
2023
Q1 		$1.51M Sell
67,110
-10,020
-13% -$233K 1.09% 32
2022
Q4 		$1.84M Sell
77,130
-9,415
-11% -$225K 1.34% 25
2022
Q3 		$1.72M Buy
86,545
+3,568
+4% +$74K 1.36% 25
2022
Q2 		$1.61M Sell
82,977
-794
-0.9% -$17.3K 1.16% 32
2022
Q1 		$1.75M Buy
83,771
+7,144
+9% +$134K 1.16% 29
2021
Q4 		$1.16M Buy
76,627
+2,889
+4% +$44.8K 0.7% 45
2021
Q3 		$1.06M Buy
73,738
+71
+0.1% +$963 0.65% 43
2021
Q2 		$1.09M Buy
73,667
+2,437
+3% +$34.4K 0.66% 42
2021
Q1 		$944K Buy
71,230
+2,766
+4% +$34.5K 0.61% 45
2020
Q4 		$695K Buy
68,464
+1,212
+2% +$11.1K 0.49% 52
2020
Q3 		$531K Sell
67,252
-1,894
-3% -$17.7K 0.38% 57
2020
Q2 		$687K Sell
69,146
-21,543
-24% -$209K 0.52% 44
2020
Q1 		$682K Sell
90,689
-377
-0.4% -$4.72K 0.58% 43
2019
Q4 		$1.46M Buy
+91,066
New +$1.43M 0.94% 29

Other funds holding FENY

SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Maltin Wealth Management's FENY Position: Q3 2026 in Review

Maltin Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 2% in Q3 2026, buying an estimated $76.8K and bringing the position to 115,800 shares worth $3.93M. The position accounts for 1.27% of the portfolio, ranked #26.

Maltin Wealth Management first reported a position in FENY in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.25M in Q1 2026. 18 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Maltin Wealth Management held 115,800 shares of Fidelity MSCI Energy Index ETF worth $3.93M as of Q3 2026.
  • Maltin Wealth Management bought 2,285 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $76.8K.
  • Fidelity MSCI Energy Index ETF made up 1.27% of Maltin Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Maltin Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 28 quarters since.
  • Maltin Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $4.25M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.