Raymond James Financial
FENY icon

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

Raymond James 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
2026
Q1 		$2.35M Sell
68,981
-1,593
-2% -$47.4K ﹤0.01% 3229
2025
Q4 		$1.75M Sell
70,574
-5,406
-7% -$133K ﹤0.01% 3376
2025
Q3 		$1.88M Buy
75,980
+29,723
+64% +$719K ﹤0.01% 3219
2025
Q2 		$1.08M Sell
46,257
-3,008
-6% -$68.9K ﹤0.01% 3523
2025
Q1 		$1.26M Buy
49,265
+2,305
+5% +$57.3K ﹤0.01% 3316
2024
Q4 		$1.12M Buy
+46,960
New +$1.18M ﹤0.01% 3378

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Commonwealth Equity Services
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HighTower Advisors
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LPL Financial
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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return