Parallel Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Parallel Advisors’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 Q2	–	Sell	-8,301	Closed	-$212K	–	3596
2025 Q1	$212K	Sell	8,301 -8,000	-49%	-$199K	﹤0.01%	937
2024 Q4	$389K	Hold	16,301	–	–	0.01%	664
2024 Q3	$393K	Hold	16,301	–	–	0.01%	658
2024 Q2	$409K	Hold	16,301	–	–	0.01%	598
2024 Q1	$422K	Hold	16,301	–	–	0.01%	587
2023 Q4	$376K	Hold	16,301	–	–	0.01%	578
2023 Q3	$406K	Hold	16,301	–	–	0.01%	519
2023 Q2	$361K	Buy	+16,301	New	+$360K	0.01%	569
2019 Q3	–	Sell	-1,038	Closed	-$18K	–	2418
2019 Q2	$18K	Buy	1,038 +9	+0.9%	+$157	﹤0.01%	1328
2019 Q1	$19K	Buy	1,029 +9	+0.9%	+$158	﹤0.01%	1239
2018 Q4	$15K	Buy	1,020 +8	+0.8%	+$148	﹤0.01%	1168
2018 Q3	$22K	Sell	1,012 -494	-33%	-$10.4K	﹤0.01%	1105
2018 Q2	$32K	Buy	+1,506	New	+$31.2K	﹤0.01%	880

Other funds holding FENY

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parallel Advisors's FENY Position: Q2 2025 in Review

Parallel Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 8,301 shares — an estimated $212K sold.

Parallel Advisors first reported a position in FENY in Q2 2018 and held it in 13 quarters. The position peaked at $422K in Q1 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

Parallel Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
Parallel Advisors sold 8,301 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $212K.
Parallel Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2018 and held it in 13 quarters.
Parallel Advisors's Fidelity MSCI Energy Index ETF position peaked at $422K in Q1 2024.
204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Parallel Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.