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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
Q2 		– Sell
-7,900
Closed -$269K – 1074
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
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

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

Mission Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 7,900 shares — an estimated $269K sold.

Mission Wealth Management first reported a position in FENY in Q1 2024 and held it in 9 quarters. The position peaked at $269K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Mission Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 7,900 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $269K.
  • Mission Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 9 quarters.
  • Mission Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $269K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.