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Pathway Financial Advisers’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-2,096
Closed -$51.7K – 219
2025
Q3 		$51.7K Buy
+2,096
New +$50.7K 0.02% 228
2025
Q1 		– Sell
-2,310
Closed -$55.1K – 242
2024
Q4 		$55.1K Buy
2,310
+23
+1% +$576 0.02% 229
2024
Q3 		$55.1K Buy
2,287
+15
+0.7% +$369 0.02% 182
2024
Q2 		$56.9K Buy
2,272
+300
+15% +$7.67K 0.02% 222
2024
Q1 		$51K Sell
1,972
-114
-5% -$2.68K 0.02% 227
2023
Q4 		$48.1K Buy
2,086
+230
+12% +$5.42K 0.02% 227
2023
Q3 		$46.2K Buy
+1,856
New +$44.6K 0.02% 228
2023
Q1 		$41K Buy
1,826
+390
+27% +$9.08K 0.02% 242
2022
Q4 		$34.2K Buy
+1,436
New +$34.3K 0.01% 276

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pathway Financial Advisers's FENY Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2025, closing a stake of 2,096 shares — an estimated $51.7K sold.

Pathway Financial Advisers first reported a position in FENY in Q4 2022 and held it in 9 quarters. The position peaked at $56.9K in Q2 2024. 217 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,096 Fidelity MSCI Energy Index ETF shares in Q4 2025, an estimated $51.7K.
  • Pathway Financial Advisers first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Fidelity MSCI Energy Index ETF position peaked at $56.9K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.