OPS
FENY icon

Orion Portfolio Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$208K Buy
+8,144
New +$203K ﹤0.01% 1793
2023
Q4 		– Sell
-19,382
Closed -$483K – 1683
2023
Q3 		$483K Buy
19,382
+69
+0.4% +$1.66K 0.01% 1216
2023
Q2 		$428K Buy
19,313
+1,568
+9% +$34.6K ﹤0.01% 1270
2023
Q1 		$398K Buy
+17,745
New +$413K ﹤0.01% 1228
2020
Q2 		– Sell
-160
Closed -$1K – 2262
2020
Q1 		$1K Sell
160
-6,075
-97% -$76K ﹤0.01% 1708
2019
Q4 		$100K Buy
+6,235
New +$97.8K 0.01% 418

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return