Mountain Hill Investment Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Mountain Hill Investment Partners’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	$15K	Buy	506 +3	+0.6%	+$96	0.01%	100
2026 Q1	$17.1K	Buy	503 +3	+0.6%	+$89	0.01%	94
2025 Q4	$12.4K	Buy	500 +4	+0.8%	+$99	0.01%	114
2025 Q3	$12.3K	Buy	496 +4	+0.8%	+$97	0.01%	118
2025 Q2	$11.5K	Buy	492 +4	+0.8%	+$92	0.01%	101
2025 Q1	$12.5K	Buy	488 +4	+0.8%	+$99	0.01%	102
2024 Q4	$11.5K	Buy	+484	New	+$12.1K	0.01%	107

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

Mountain Hill Investment Partners's FENY Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.6% in Q2 2026, buying an estimated $96 and bringing the position to 506 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #100.

Mountain Hill Investment Partners first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Mountain Hill Investment Partners held 506 shares of Fidelity MSCI Energy Index ETF worth $15K as of Q2 2026.
Mountain Hill Investment Partners bought 3 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $96.
Fidelity MSCI Energy Index ETF made up 0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #100 holding.
Mountain Hill Investment Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
Mountain Hill Investment Partners's Fidelity MSCI Energy Index ETF position peaked at $17.1K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.