Mercer Global Advisors
FENY icon

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

Mercer Global 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
Q1 		$3.35M Buy
98,602
+38,957
+65% +$1.16M 0.01% 944
2025
Q4 		$1.48M Sell
59,645
-15,664
-21% -$387K ﹤0.01% 1261
2025
Q3 		$1.86M Buy
+75,309
New +$1.82M ﹤0.01% 1065
2025
Q2 		– Sell
-9,271
Closed -$237K – 2298
2025
Q1 		$237K Buy
+9,271
New +$231K ﹤0.01% 1876
2024
Q4 		– Sell
-12,229
Closed -$301K – 2163
2024
Q3 		$301K Buy
12,229
+2,926
+31% +$71.9K ﹤0.01% 1611
2024
Q2 		$233K Sell
9,303
-2,279
-20% -$58.3K ﹤0.01% 1706
2024
Q1 		$300K Buy
+11,582
New +$273K ﹤0.01% 1562

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Mercer Global Advisors's FENY Position: Q1 2026 in Review

Mercer Global Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 65% in Q1 2026, buying an estimated $1.16M and bringing the position to 98,602 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #944.

Mercer Global Advisors first reported a position in FENY in Q1 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Mercer Global Advisors held 98,602 shares of Fidelity MSCI Energy Index ETF worth $3.35M as of Q1 2026.
  • Mercer Global Advisors bought 38,957 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $1.16M.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #944 holding.
  • Mercer Global Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 7 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.