Prudential Financial
FENY icon

Prudential Financial’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-42,517
Closed -$1.02M – 2401
2024
Q3 		$1.02M Sell
42,517
-8,201
-16% -$201K ﹤0.01% 1860
2024
Q2 		$1.27M Sell
50,718
-3,078
-6% -$78.7K ﹤0.01% 1695
2024
Q1 		$1.39M Sell
53,796
-24,369
-31% -$574K ﹤0.01% 1655
2023
Q4 		$1.8M Sell
78,165
-58,708
-43% -$1.38M ﹤0.01% 1501
2023
Q3 		$3.41M Sell
136,873
-56,125
-29% -$1.35M 0.01% 1074
2023
Q2 		$4.28M Sell
192,998
-54,191
-22% -$1.2M 0.01% 972
2023
Q1 		$5.55M Sell
247,189
-39,388
-14% -$917K 0.01% 844
2022
Q4 		$6.83M Sell
286,577
-13,236
-4% -$316K 0.01% 754
2022
Q3 		$6M Sell
299,813
-45,308
-13% -$940K 0.01% 823
2022
Q2 		$6.85M Sell
345,121
-16,556
-5% -$362K 0.01% 788
2022
Q1 		$7.57M Buy
361,677
+122,389
+51% +$2.3M 0.01% 800
2021
Q4 		$3.79M Buy
239,288
+153,414
+179% +$2.38M ﹤0.01% 1170
2021
Q3 		$1.15M Buy
85,874
+7,356
+9% +$99.7K ﹤0.01% 1738
2021
Q2 		$1.16M Buy
78,518
+6,376
+9% +$90K ﹤0.01% 1766
2021
Q1 		$956K Sell
72,142
-4,827
-6% -$60.2K ﹤0.01% 1859
2020
Q4 		$781K Buy
76,969
+60,364
+364% +$553K ﹤0.01% 1871
2020
Q3 		$131K Buy
+16,605
New +$155K ﹤0.01% 2341

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential Financial's FENY Position: Q4 2024 in Review

Prudential Financial sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2024, closing a stake of 42,517 shares — an estimated $1.02M sold.

Prudential Financial first reported a position in FENY in Q3 2020 and held it in 17 quarters. The position peaked at $7.57M in Q1 2022. 224 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

  • Prudential Financial reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 42,517 Fidelity MSCI Energy Index ETF shares in Q4 2024, an estimated $1.02M.
  • Prudential Financial first reported a position in Fidelity MSCI Energy Index ETF in Q3 2020 and held it in 17 quarters.
  • Prudential Financial's Fidelity MSCI Energy Index ETF position peaked at $7.57M in Q1 2022.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.