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Nvest Wealth Strategies’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Nvest Wealth Strategies’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 		$73.9K Hold
2,500
– – 0.05% 41
2026
Q1 		$85K Hold
2,500
– – 0.06% 42
2025
Q4 		$61.9K Buy
+2,500
New +$61.7K 0.05% 48

Other funds holding FENY

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 $103B AUM 28.65% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Nvest Wealth Strategies's FENY Position: Q2 2026 in Review

Nvest Wealth Strategies held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 2,500 shares worth $73.9K. The position accounts for 0.05% of the portfolio, ranked #41.

Nvest Wealth Strategies first reported a position in FENY in Q4 2025 and has held it in 3 quarters since. The position peaked at $85K in Q1 2026. 141 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Nvest Wealth Strategies held 2,500 shares of Fidelity MSCI Energy Index ETF worth $73.9K as of Q2 2026.
  • Nvest Wealth Strategies left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up 0.05% of Nvest Wealth Strategies's portfolio in Q2 2026, its #41 holding.
  • Nvest Wealth Strategies first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Fidelity MSCI Energy Index ETF position peaked at $85K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.