Mutual Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Mutual Advisors’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	-9,779	Closed	-$333K	–	1414
2026 Q1	$333K	Sell	9,779 -430	-4%	-$12.8K	0.01%	1076
2025 Q4	$253K	Sell	10,209 -156	-2%	-$3.85K	0.01%	1162
2025 Q3	$256K	Buy	+10,365	New	+$251K	0.01%	1114
2024 Q1	–	Sell	-11,436	Closed	-$263K	–	1097
2023 Q4	$263K	Sell	11,436 -4,874	-30%	-$115K	0.01%	865
2023 Q3	$406K	Sell	16,310 -2,799	-15%	-$67.3K	0.02%	679
2023 Q2	$423K	Sell	19,109 -11,154	-37%	-$246K	0.02%	693
2023 Q1	$679K	Sell	30,263 -547	-2%	-$12.7K	0.03%	535
2022 Q4	$735K	Sell	30,810 -3,213	-9%	-$76.7K	0.03%	497
2022 Q3	$676K	Buy	34,023 +1,821	+6%	+$37.8K	0.03%	484
2022 Q2	$625K	Sell	32,202 -188	-0.6%	-$4.11K	0.04%	469
2022 Q1	$678K	Buy	32,390 +442	+1%	+$8.31K	0.04%	487
2021 Q4	$485K	Sell	31,948 -468	-1%	-$7.26K	0.03%	590
2021 Q3	$467K	Sell	32,416 -3,169	-9%	-$43K	0.03%	563
2021 Q2	$525K	Buy	35,585 +3,735	+12%	+$52.7K	0.03%	509
2021 Q1	$422K	Buy	31,850 +492	+2%	+$6.13K	0.03%	536
2020 Q4	$318K	Buy	+31,358	New	+$287K	0.02%	589
2018 Q4	–	Sell	-11,244	Closed	-$239K	–	450
2018 Q3	$239K	Buy	+11,244	New	+$236K	0.04%	414

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

Mutual Advisors's FENY Position: Q2 2026 in Review

Mutual Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 9,779 shares — an estimated $333K sold.

Mutual Advisors first reported a position in FENY in Q3 2018 and held it in 17 quarters. The position peaked at $735K in Q4 2022. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Mutual Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
Mutual Advisors sold 9,779 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $333K.
Mutual Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2018 and held it in 17 quarters.
Mutual Advisors's Fidelity MSCI Energy Index ETF position peaked at $735K in Q4 2022.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.