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

Primoris Wealth 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 Q4	–	Sell	-9,250	Closed	-$229K	–	114
2025 Q3	$229K	Sell	9,250 -1,250	-12%	-$30.2K	0.15%	95
2025 Q2	$246K	Buy	+10,500	New	+$241K	0.17%	85
2024 Q4	–	Sell	-126,063	Closed	-$2.79M	–	96
2024 Q3	$2.79M	Buy	+126,063	New	+$3.1M	2.03%	17
2022 Q2	–	Sell	-12,485	Closed	-$259K	–	81
2022 Q1	$259K	Sell	12,485 -1,160	-9%	-$21.8K	0.24%	63
2021 Q4	$211K	Buy	+13,645	New	+$212K	0.17%	78

Other funds holding FENY

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return