MA
FENY icon

Maxele Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Maxele Advisors’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 		$2.76M Buy
+93,347
New +$2.97M 1.93% 17
2025
Q4 		$2.27M Sell
91,623
-6,364
-6% -$157K 1.84% 17
2025
Q3 		$2.42M Sell
97,987
-3,614
-4% -$87.4K 2.09% 16
2025
Q2 		$2.38M Sell
101,601
-2,798
-3% -$64.1K 2.08% 13
2025
Q1 		$2.67M Buy
104,399
+39
+0% +$970 2.58% 12
2024
Q4 		$2.49M Buy
+104,360
New +$2.61M 2.37% 13
2022
Q3 		$2.04M Buy
102,526
+3,632
+4% +$75.3K 3.42% 8
2022
Q2 		$1.92M Buy
98,894
+14,245
+17% +$311K 3.01% 9
2022
Q1 		$1.77M Buy
84,649
+70,049
+480% +$1.32M 2.2% 13
2021
Q4 		$222K Buy
+14,600
New +$227K 0.26% 82

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 $104B AUM 28.3% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Maxele Advisors's FENY Position: Q2 2026 in Review

Maxele Advisors opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 93,347 shares worth $2.76M. The stake represents 1.93% of the portfolio and ranks #17 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in FENY as recently as Q4 2025.

Maxele Advisors first reported a position in FENY in Q4 2021 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Maxele Advisors held 93,347 shares of Fidelity MSCI Energy Index ETF worth $2.76M as of Q2 2026.
  • Fidelity MSCI Energy Index ETF was a new Maxele Advisors position in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up 1.93% of Maxele Advisors's portfolio in Q2 2026, its #17 holding.
  • Maxele Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.