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 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

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

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

Maltin Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 9.1% in Q2 2026, selling an estimated $364K and leaving 113,515 shares worth $3.36M. The position accounts for 1.12% of the portfolio, ranked #36.

Maltin Wealth Management first reported a position in FENY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Maltin Wealth Management held 113,515 shares of Fidelity MSCI Energy Index ETF worth $3.36M as of Q2 2026.
Maltin Wealth Management sold 11,431 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $364K.
Fidelity MSCI Energy Index ETF made up 1.12% of Maltin Wealth Management's portfolio in Q2 2026, its #36 holding.
Maltin Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 27 quarters since.
Maltin Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $4.25M in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.