Northwestern Mutual Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4M | Buy |
894,428
+354,998
| +66% | +$10.6M | 0.02% | 355 |
|
|
2025
Q4 | $13.4M | Sell |
539,430
-12,094
| -2% | -$299K | 0.01% | 501 |
|
|
2025
Q3 | $13.6M | Sell |
551,524
-69,230
| -11% | -$1.67M | 0.01% | 484 |
|
|
2025
Q2 | $14.6M | Sell |
620,754
-114,502
| -16% | -$2.62M | 0.01% | 442 |
|
|
2025
Q1 | $18.8M | Sell |
735,256
-5,753
| -0.8% | -$143K | 0.02% | 358 |
|
|
2024
Q4 | $17.7M | Sell |
741,009
-7,802
| -1% | -$195K | 0.01% | 351 |
|
|
2024
Q3 | $18M | Sell |
748,811
-38,864
| -5% | -$955K | 0.02% | 335 |
|
|
2024
Q2 | $19.8M | Buy |
787,675
+9,060
| +1% | +$232K | 0.02% | 311 |
|
|
2024
Q1 | $20.1M | Buy |
778,615
+22,056
| +3% | +$519K | 0.02% | 297 |
|
|
2023
Q4 | $17.4M | Buy |
756,559
+300,456
| +66% | +$7.07M | 0.02% | 295 |
|
|
2023
Q3 | $11.4M | Buy |
456,103
+401,960
| +742% | +$9.66M | 0.01% | 348 |
|
|
2023
Q2 | $1.2M | Sell |
54,143
-590,408
| -92% | -$13M | ﹤0.01% | 879 |
|
|
2023
Q1 | $14.5M | Sell |
644,551
-46,603
| -7% | -$1.08M | 0.02% | 296 |
|
|
2022
Q4 | $16.5M | Buy |
691,154
+19,140
| +3% | +$457K | 0.02% | 265 |
|
|
2022
Q3 | $13.3M | Sell |
672,014
-245,776
| -27% | -$5.1M | 0.02% | 262 |
|
|
2022
Q2 | $17.8M | Sell |
917,790
-9,150
| -1% | -$200K | 0.03% | 226 |
|
|
2022
Q1 | $19.4M | Buy |
926,940
+355,397
| +62% | +$6.68M | 0.03% | 224 |
|
|
2021
Q4 | $8.68M | Buy |
571,543
+549,864
| +2,536% | +$8.53M | 0.01% | 316 |
|
|
2021
Q3 | $312K | Buy |
21,679
+348
| +2% | +$4.72K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $315K | Sell |
21,331
-3,719
| -15% | -$52.5K | ﹤0.01% | 1142 |
|
|
2021
Q1 | $332K | Buy |
25,050
+18,443
| +279% | +$230K | ﹤0.01% | 1062 |
|
|
2020
Q4 | $67K | Buy |
6,607
+5,887
| +818% | +$53.9K | ﹤0.01% | 1553 |
|
|
2020
Q3 | $6K | Sell |
720
-918
| -56% | -$8.59K | ﹤0.01% | 2127 |
|
|
2020
Q2 | $16K | Buy |
1,638
+918
| +128% | +$8.91K | ﹤0.01% | 1774 |
|
|
2020
Q1 | $5K | Buy |
+720
| New | +$9.01K | ﹤0.01% | 2067 |
|
|
2019
Q4 | – | Sell |
-263
| Closed | -$4K | – | 2455 |
|
|
2019
Q3 | $4K | Sell |
263
-566
| -68% | -$9.15K | ﹤0.01% | 2133 |
|
|
2019
Q2 | $14K | Sell |
829
-939
| -53% | -$16.4K | ﹤0.01% | 1840 |
|
|
2019
Q1 | $32K | Hold |
1,768
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q4 | $28K | Sell |
1,768
-132
| -7% | -$2.45K | ﹤0.01% | 1470 |
|
|
2018
Q3 | $40K | Buy |
+1,900
| New | +$39.8K | ﹤0.01% | 1400 |
|
|
2017
Q4 | – | Sell |
-401
| Closed | -$8K | – | 2348 |
|
|
2017
Q3 | $8K | Buy |
+401
| New | +$7.2K | ﹤0.01% | 1714 |
|
|
2017
Q1 | – | Sell |
-54
| Closed | -$1K | – | 2129 |
|
|
2016
Q4 | $1K | Buy |
+54
| New | +$1.1K | ﹤0.01% | 2164 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1476 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1368 |
|
|
2014
Q4 | $2K | Buy |
+100
| New | +$2.4K | ﹤0.01% | 1504 |
|
Other funds holding FENY
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AM
Northwestern Mutual Wealth Management's FENY Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 66% in Q1 2026, buying an estimated $10.6M and bringing the position to 894,428 shares worth $30.4M. The position accounts for 0.02% of the portfolio, ranked #355.
Northwestern Mutual Wealth Management first reported a position in FENY in Q4 2014 and has held it in 34 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.
- Northwestern Mutual Wealth Management held 894,428 shares of Fidelity MSCI Energy Index ETF worth $30.4M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 354,998 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $10.6M.
- Fidelity MSCI Energy Index ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #355 holding.
- Northwestern Mutual Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2014 and has held it in 34 quarters since.
- 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.