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

Meridian 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 Q2	$499K	Buy	16,877 +4,694	+39%	+$150K	0.02%	543
2026 Q1	$414K	Buy	12,183 +1,574	+15%	+$46.8K	0.01%	560
2025 Q4	$263K	Buy	10,609 +4	+0%	+$99	0.01%	645
2025 Q3	$262K	Sell	10,605 -388	-4%	-$9.39K	0.01%	614
2025 Q2	$258K	Sell	10,993 -52	-0.5%	-$1.19K	0.01%	586
2025 Q1	$282K	Buy	11,045 +559	+5%	+$13.9K	0.01%	531
2024 Q4	$250K	Sell	10,486 -5,232	-33%	-$131K	0.01%	554
2024 Q3	$378K	Buy	+15,718	New	+$386K	0.02%	474
2019 Q2	–	Sell	-3,604	Closed	-$355K	–	541
2019 Q1	$355K	Buy	+3,604	New	+$63.3K	0.16%	116

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Meridian Wealth Management's FENY Position: Q2 2026 in Review

Meridian Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 39% in Q2 2026, buying an estimated $150K and bringing the position to 16,877 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #543.

Meridian Wealth Management first reported a position in FENY in Q1 2019 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Meridian Wealth Management held 16,877 shares of Fidelity MSCI Energy Index ETF worth $499K as of Q2 2026.
Meridian Wealth Management bought 4,694 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $150K.
Fidelity MSCI Energy Index ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #543 holding.
Meridian Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and has held it in 9 quarters since.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.