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

Mascoma 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	$7.08K	Hold	209	–	–	﹤0.01%	367
2026 Q2	$6.18K	Hold	209	–	–	﹤0.01%	361
2026 Q1	$7.11K	Hold	209	–	–	﹤0.01%	349
2025 Q4	$5.18K	Hold	209	–	–	﹤0.01%	365
2025 Q3	$5.17K	Hold	209	–	–	﹤0.01%	372
2025 Q2	$4.9K	Hold	209	–	–	﹤0.01%	380
2025 Q1	$5.34K	Hold	209	–	–	﹤0.01%	394
2024 Q4	$4.98K	Hold	209	–	–	﹤0.01%	407
2024 Q3	$5.03K	Hold	209	–	–	﹤0.01%	385
2024 Q2	$5.24K	Hold	209	–	–	﹤0.01%	406
2024 Q1	$5.41K	Hold	209	–	–	﹤0.01%	375
2023 Q4	$4.82K	Hold	209	–	–	﹤0.01%	389
2023 Q3	$5.21K	Hold	209	–	–	﹤0.01%	392
2023 Q2	$5.03K	Sell	209 -1,871	-90%	-$41.3K	﹤0.01%	388
2023 Q1	$47.8K	Hold	2,080	–	–	0.01%	238
2022 Q4	$49.6K	Hold	2,080	–	–	0.02%	229
2022 Q3	$41K	Hold	2,080	–	–	0.01%	247
2022 Q2	$40K	Hold	2,080	–	–	0.01%	269
2022 Q1	$44K	Hold	2,080	–	–	0.01%	276
2021 Q4	$32K	Hold	2,080	–	–	0.01%	270
2021 Q3	$30K	Buy	+2,080	New	+$28.2K	0.01%	252
2021 Q2	–	Sell	-2,080	Closed	-$28K	–	226
2021 Q1	$28K	Buy	+2,080	New	+$25.9K	0.01%	262

Other funds holding FENY

Scheeler Financial LLC West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

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

Mascoma Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2026 at 209 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Mascoma Wealth Management first reported a position in FENY in Q1 2021 and has held it in 22 quarters since. The position peaked at $49.6K in Q4 2022. 62 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Mascoma Wealth Management held 209 shares of Fidelity MSCI Energy Index ETF worth $7.08K as of Q3 2026.
Mascoma Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #367 holding.
Mascoma Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and has held it in 22 quarters since.
Mascoma Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $49.6K in Q4 2022.
62 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.