Matthew Hamilton Rosenberg’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Matthew Hamilton Rosenberg’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	$386K	Hold	11,394	–	–	0.07%	137
2026 Q2	$337K	Hold	11,394	–	–	0.06%	151
2026 Q1	$388K	Hold	11,394	–	–	0.08%	121
2025 Q4	$282K	Hold	11,394	–	–	0.06%	159
2025 Q3	$282K	Hold	11,394	–	–	0.06%	158
2025 Q2	$267K	Hold	11,394	–	–	0.06%	161
2025 Q1	$291K	Hold	11,394	–	–	0.07%	133
2024 Q4	$272K	Hold	11,394	–	–	0.07%	138
2024 Q3	$274K	Hold	11,394	–	–	0.07%	141
2024 Q2	$286K	Hold	11,394	–	–	0.08%	128
2024 Q1	$297K	Hold	11,394	–	–	0.09%	119
2023 Q4	$263K	Sell	11,394 -1,088	-9%	-$25.6K	0.08%	135
2023 Q3	$311K	Hold	12,482	–	–	0.1%	102
2023 Q2	$277K	Buy	12,482 +1	+0%	+$22	0.09%	124
2023 Q1	$280K	Hold	12,481	–	–	0.09%	136
2022 Q4	$298K	Hold	12,481	–	–	0.1%	130
2022 Q3	$248K	Sell	12,481 -5,299	-30%	-$110K	0.1%	125
2022 Q2	$350K	Hold	17,780	–	–	0.13%	99
2022 Q1	$372K	Hold	17,780	–	–	0.13%	96
2021 Q4	$270K	Hold	17,780	–	–	0.1%	131
2021 Q3	$256K	Hold	17,780	–	–	0.1%	127
2021 Q2	$263K	Hold	17,780	–	–	0.14%	96
2021 Q1	$236K	Hold	17,780	–	–	0.13%	100
2020 Q4	$180K	Buy	17,780 +5,347	+43%	+$49K	0.11%	127
2020 Q3	$98K	Hold	12,433	–	–	0.07%	209
2020 Q2	$123K	Hold	12,433	–	–	0.1%	144
2020 Q1	$94K	Buy	+12,433	New	+$156K	0.09%	137

Other funds holding FENY

Scheeler Financial 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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's FENY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2026 at 11,394 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #137.

Matthew Hamilton Rosenberg first reported a position in FENY in Q1 2020 and has held it in 27 quarters since. The position peaked at $388K in Q1 2026. 81 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Matthew Hamilton Rosenberg held 11,394 shares of Fidelity MSCI Energy Index ETF worth $386K as of Q3 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Energy Index ETF made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #137 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Fidelity MSCI Energy Index ETF position peaked at $388K in Q1 2026.
81 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.