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 $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

Primoris Wealth Advisors's FENY Position: Q4 2025 in Review

Primoris Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2025, closing a stake of 9,250 shares — an estimated $229K sold.

Primoris Wealth Advisors first reported a position in FENY in Q4 2021 and held it in 5 quarters. The position peaked at $2.79M in Q3 2024. 218 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

Primoris Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 9,250 Fidelity MSCI Energy Index ETF shares in Q4 2025, an estimated $229K.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and held it in 5 quarters.
Primoris Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $2.79M in Q3 2024.
218 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Primoris Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.