MML Investors Services
FENY icon

MML Investors Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

MML Investors Services’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
2025
Q3 		– Sell
-8,987
Closed -$211K – 2912
2025
Q2 		$211K Sell
8,987
-270
-3% -$6.19K ﹤0.01% 2647
2025
Q1 		$237K Sell
9,257
-2,762
-23% -$68.7K ﹤0.01% 2441
2024
Q4 		$287K Sell
12,019
-283
-2% -$7.09K ﹤0.01% 2293
2024
Q3 		$296K Sell
12,302
-111,392
-90% -$2.74M ﹤0.01% 2193
2024
Q2 		$3.1M Sell
123,694
-43,993
-26% -$1.13M 0.01% 837
2024
Q1 		$4.34M Buy
167,687
+1,916
+1% +$45.1K 0.02% 701
2023
Q4 		$3.82M Buy
165,771
+2,196
+1% +$51.7K 0.02% 719
2023
Q3 		$4.08M Sell
163,575
-1,152
-0.7% -$27.7K 0.02% 624
2023
Q2 		$3.65M Sell
164,727
-122,520
-43% -$2.71M 0.02% 653
2023
Q1 		$6.45M Sell
287,247
-7,978
-3% -$186K 0.05% 379
2022
Q4 		$7.04M Buy
295,225
+32
+0% +$764 0.05% 389
2022
Q3 		$5.86M Buy
+295,193
New +$6.12M 0.04% 402

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AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return