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

Modera 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 		$255K Hold
8,636
– – ﹤0.01% 586
2026
Q1 		$294K Buy
+8,636
New +$257K ﹤0.01% 538
2022
Q3 		– Sell
-10,646
Closed -$207K – 326
2022
Q2 		$207K Buy
+10,646
New +$233K 0.01% 316

Other funds holding FENY

Charles Schwab
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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 $103B AUM 28.65% 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

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

Modera Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 8,636 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Modera Wealth Management first reported a position in FENY in Q2 2022 and has held it in 3 quarters since. The position peaked at $294K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Modera Wealth Management held 8,636 shares of Fidelity MSCI Energy Index ETF worth $255K as of Q2 2026.
  • Modera Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Modera Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 3 quarters since.
  • Modera Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $294K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.