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

Nova Wealth Management’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	$2.32K	Sell	78 -27	-26%	-$860	﹤0.01%	516
2026 Q1	$3.59K	Buy	+105	New	+$3.12K	﹤0.01%	462
2025 Q4	–	Hold	0	–	–	–	581
2025 Q3	–	Sell	-32	Closed	-$774	–	586
2025 Q2	$762	Sell	32 -2,264	-99%	-$51.9K	﹤0.01%	687
2025 Q1	$58.7K	Sell	2,296 -2,182	-49%	-$54.3K	0.05%	184
2024 Q4	$107K	Buy	+4,478	New	+$112K	0.09%	135

Other funds holding FENY

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Nova Wealth Management's FENY Position: Q2 2026 in Review

Nova Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 26% in Q2 2026, selling an estimated $860 and leaving 78 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Nova Wealth Management first reported a position in FENY in Q4 2024 and has held it in 5 quarters since. The position peaked at $107K in Q4 2024. 35 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Nova Wealth Management held 78 shares of Fidelity MSCI Energy Index ETF worth $2.32K as of Q2 2026.
Nova Wealth Management sold 27 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $860.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #516 holding.
Nova Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 5 quarters since.
Nova Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $107K in Q4 2024.
35 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.