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

Procyon 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
2026
Q2 		– Sell
-75,764
Closed -$2.58M – 612
2026
Q1 		$2.58M Buy
+75,764
New +$2.25M 0.13% 158

Other funds holding FENY

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Procyon Advisors's FENY Position: Q2 2026 in Review

Procyon Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 75,764 shares — an estimated $2.58M sold.

Procyon Advisors first reported a position in FENY in Q1 2026 and held it in 1 quarter. The position peaked at $2.58M in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Procyon Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Procyon Advisors sold 75,764 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $2.58M.
  • Procyon Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and held it in 1 quarter.
  • Procyon Advisors's Fidelity MSCI Energy Index ETF position peaked at $2.58M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.