Principia Wealth Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
Other funds holding FENY
AM
Principia Wealth Advisory's FENY Position: Q2 2026 in Review
Principia Wealth Advisory increased its Fidelity MSCI Energy Index ETF (FENY) stake by 5.9% in Q2 2026, buying an estimated $573 and bringing the position to 323 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #261.
Principia Wealth Advisory first reported a position in FENY in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.1K in Q4 2025. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.
- Principia Wealth Advisory held 323 shares of Fidelity MSCI Energy Index ETF worth $9.55K as of Q2 2026.
- Principia Wealth Advisory bought 18 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $573.
- Fidelity MSCI Energy Index ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #261 holding.
- Principia Wealth Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and has held it in 4 quarters since.
- Principia Wealth Advisory's Fidelity MSCI Energy Index ETF position peaked at $31.1K in Q4 2025.
- 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.