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Norris Financial Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Norris Financial 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
2023
Q2 		– Sell
-16,654
Closed -$374K – 66
2023
Q1 		$374K Buy
16,654
+710
+4% +$16.5K 0.27% 50
2022
Q4 		$380K Sell
15,944
-16
-0.1% -$382 0.32% 51
2022
Q3 		$317K Sell
15,960
-10,740
-40% -$223K 0.29% 49
2022
Q2 		$518K Buy
+26,700
New +$583K 0.42% 41

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Norris Financial Group's FENY Position: Q2 2023 in Review

Norris Financial Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 16,654 shares — an estimated $374K sold.

Norris Financial Group first reported a position in FENY in Q2 2022 and held it in 4 quarters. The position peaked at $518K in Q2 2022. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

  • Norris Financial Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
  • Norris Financial Group sold 16,654 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $374K.
  • Norris Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and held it in 4 quarters.
  • Norris Financial Group's Fidelity MSCI Energy Index ETF position peaked at $518K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on Norris Financial Group's 13F filing for Q2 2023, filed 20 May 2026.