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Meramec Financial Planners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Meramec Financial Planners’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 		$15K Hold
463
– – 0.01% 326
2026
Q1 		$14.2K Buy
+463
New +$13.8K 0.01% 301

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

Meramec Financial Planners's FENY Position: Q2 2026 in Review

Meramec Financial Planners held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 463 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #326.

Meramec Financial Planners first reported a position in FENY in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Meramec Financial Planners held 463 shares of Fidelity MSCI Energy Index ETF worth $15K as of Q2 2026.
  • Meramec Financial Planners left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #326 holding.
  • Meramec Financial Planners first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.