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

Perigon 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
2025
Q4 		– Sell
-33,122
Closed -$819K – 1330
2025
Q3 		$819K Buy
+33,122
New +$801K 0.02% 577
2016
Q4 		– Sell
-795
Closed -$16K – 716
2016
Q3 		$16K Buy
+795
New +$15.4K ﹤0.01% 426

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Perigon Wealth Management's FENY Position: Q4 2025 in Review

Perigon Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2025, closing a stake of 33,122 shares — an estimated $819K sold.

Perigon Wealth Management first reported a position in FENY in Q3 2016 and held it in 2 quarters. The position peaked at $819K in Q3 2025. 220 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

  • Perigon Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 33,122 Fidelity MSCI Energy Index ETF shares in Q4 2025, an estimated $819K.
  • Perigon Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $819K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.