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FENY icon

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

NewEdge 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 		$3.23M Buy
109,117
+5,741
+6% +$183K 0.01% 971
2026
Q1 		$3.52M Sell
103,376
-24,328
-19% -$723K 0.01% 835
2025
Q4 		$3.16M Sell
127,704
-33,192
-21% -$820K 0.01% 846
2025
Q3 		$3.98M Buy
160,896
+3,301
+2% +$79.9K 0.02% 718
2025
Q2 		$3.7M Buy
157,595
+5,402
+4% +$124K 0.02% 693
2025
Q1 		$3.89M Sell
152,193
-95,887
-39% -$2.38M 0.02% 588
2024
Q4 		$5.91M Sell
248,080
-6,500
-3% -$163K 0.04% 443
2024
Q3 		$6.13M Buy
254,580
+85,623
+51% +$2.1M 0.04% 413
2024
Q2 		$4.24M Buy
168,957
+17,922
+12% +$458K 0.03% 501
2024
Q1 		$3.91M Buy
151,035
+31,215
+26% +$735K 0.03% 474
2023
Q4 		$2.76M Sell
119,820
-59,133
-33% -$1.39M 0.03% 555
2023
Q3 		$4.46M Buy
178,953
+18,642
+12% +$448K 0.05% 349
2023
Q2 		$3.55M Buy
160,311
+27,243
+20% +$602K 0.04% 408
2023
Q1 		$2.81M Sell
133,068
-29,977
-18% -$698K 0.04% 437
2022
Q4 		$3.88M Buy
163,045
+47,298
+41% +$1.13M 0.1% 214
2022
Q3 		$2.3M Sell
115,747
-11,841
-9% -$246K 0.04% 392
2022
Q2 		$2.48M Buy
127,588
+23,664
+23% +$517K 0.04% 385
2022
Q1 		$2.18M Buy
103,924
+62,015
+148% +$1.17M 0.04% 401
2021
Q4 		$636K Buy
+41,909
New +$650K 0.01% 954

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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 $104B AUM 28.3% 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

NewEdge Advisors's FENY Position: Q2 2026 in Review

NewEdge Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 5.6% in Q2 2026, buying an estimated $183K and bringing the position to 109,117 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #971.

NewEdge Advisors first reported a position in FENY in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.13M in Q3 2024. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • NewEdge Advisors held 109,117 shares of Fidelity MSCI Energy Index ETF worth $3.23M as of Q2 2026.
  • NewEdge Advisors bought 5,741 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $183K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #971 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Fidelity MSCI Energy Index ETF position peaked at $6.13M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.