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

National Wealth Management Group’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
Q2 		– Sell
-8,167
Closed -$209K – 169
2025
Q1 		$209K Buy
+8,167
New +$203K 0.14% 139

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Wealth Management Group's FENY Position: Q2 2025 in Review

National Wealth Management Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 8,167 shares — an estimated $209K sold.

National Wealth Management Group first reported a position in FENY in Q1 2025 and held it in 1 quarter. The position peaked at $209K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • National Wealth Management Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 8,167 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $209K.
  • National Wealth Management Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2025 and held it in 1 quarter.
  • National Wealth Management Group's Fidelity MSCI Energy Index ETF position peaked at $209K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.