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

Mission 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 Q1	$269K	Sell	7,900 -1,921	-20%	-$57.1K	0.01%	637
2025 Q4	$243K	Buy	9,821 +57	+0.6%	+$1.41K	﹤0.01%	650
2025 Q3	$241K	Buy	9,764 +61	+0.6%	+$1.48K	﹤0.01%	632
2025 Q2	$228K	Buy	9,703 +68	+0.7%	+$1.56K	﹤0.01%	635
2025 Q1	$246K	Sell	9,635 -150	-2%	-$3.73K	0.01%	594
2024 Q4	$233K	Buy	9,785 +256	+3%	+$6.41K	0.01%	592
2024 Q3	$229K	Buy	9,529 +260	+3%	+$6.39K	0.01%	600
2024 Q2	$233K	Buy	9,269 +1,266	+16%	+$32.4K	0.01%	583
2024 Q1	$207K	Buy	+8,003	New	+$188K	0.01%	643

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Mission Wealth Management's FENY Position: Q1 2026 in Review

Mission Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 20% in Q1 2026, selling an estimated $57.1K and leaving 7,900 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #637.

Mission Wealth Management first reported a position in FENY in Q1 2024 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Mission Wealth Management held 7,900 shares of Fidelity MSCI Energy Index ETF worth $269K as of Q1 2026.
Mission Wealth Management sold 1,921 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $57.1K.
Fidelity MSCI Energy Index ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #637 holding.
Mission Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 9 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.