Marshall Wace
FENY icon

Marshall Wace’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Marshall Wace’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 		$13.4M Sell
452,228
-356,860
-44% -$11.4M 0.01% 912
2026
Q1 		$27.5M Buy
+809,088
New +$24.1M 0.03% 589

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace's FENY Position: Q2 2026 in Review

Marshall Wace reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 44% in Q2 2026, selling an estimated $11.4M and leaving 452,228 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #912.

Marshall Wace first reported a position in FENY in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.5M in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Marshall Wace held 452,228 shares of Fidelity MSCI Energy Index ETF worth $13.4M as of Q2 2026.
  • Marshall Wace sold 356,860 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $11.4M.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #912 holding.
  • Marshall Wace first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Marshall Wace's Fidelity MSCI Energy Index ETF position peaked at $27.5M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.