Planning Project LLC’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Planning Project LLC’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	$31.5K	Buy	+1,272	New	+$31.4K	0.01%	81

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Planning Project LLC's FENY Position: Q4 2025 in Review

Planning Project LLC opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q4 2025: 1,272 shares worth $31.5K. The stake represents 0.01% of the portfolio and ranks #81 among its holdings.

218 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

Planning Project LLC held 1,272 shares of Fidelity MSCI Energy Index ETF worth $31.5K as of Q4 2025.
Fidelity MSCI Energy Index ETF was a new Planning Project LLC position in Q4 2025.
Fidelity MSCI Energy Index ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #81 holding.
218 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.