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Principal Securities’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Principal Securities’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
2026
Q1 		$942K Buy
27,681
+3,648
+15% +$108K 0.01% 743
2025
Q4 		$595K Sell
24,033
-2
-0% -$49 0.01% 873
2025
Q3 		$594K Buy
24,035
+552
+2% +$13.4K 0.01% 846
2025
Q2 		$551K Sell
23,483
-1,922
-8% -$44K 0.01% 818
2025
Q1 		$606K Buy
25,405
+17
+0.1% +$423 0.01% 708
2024
Q4 		$605K Buy
25,388
+4,625
+22% +$116K 0.01% 703
2024
Q3 		$500K Buy
20,763
+232
+1% +$5.7K 0.01% 754
2024
Q2 		$515K Sell
20,531
-49
-0.2% -$1.25K 0.01% 693
2024
Q1 		$532K Sell
20,580
-1,116
-5% -$26.3K 0.02% 637
2023
Q4 		$500K Buy
+21,696
New +$511K 0.02% 602

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Principal Securities's FENY Position: Q1 2026 in Review

Principal Securities increased its Fidelity MSCI Energy Index ETF (FENY) stake by 15% in Q1 2026, buying an estimated $108K and bringing the position to 27,681 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #743.

Principal Securities first reported a position in FENY in Q4 2023 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Principal Securities held 27,681 shares of Fidelity MSCI Energy Index ETF worth $942K as of Q1 2026.
  • Principal Securities bought 3,648 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $108K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #743 holding.
  • Principal Securities first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.