Robertson Stephens Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Robertson Stephens Wealth Management’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	$589K	Sell	19,927 -33	-0.2%	-$1.05K	0.01%	410
2026 Q1	$679K	Buy	19,960 +1	+0%	+$30	0.02%	365
2025 Q4	$494K	Buy	+19,959	New	+$493K	0.01%	428
2024 Q2	–	Sell	-15,819	Closed	-$409K	–	511
2024 Q1	$409K	Buy	15,819 +515	+3%	+$12.1K	0.02%	376
2023 Q4	$353K	Hold	15,304	–	–	0.02%	356
2023 Q3	$381K	Hold	15,304	–	–	0.03%	349
2023 Q2	$339K	Sell	15,304 -92	-0.6%	-$2.03K	0.02%	337
2023 Q1	$345K	Sell	15,396 -2,156	-12%	-$50.2K	0.03%	346
2022 Q4	$418K	Sell	17,552 -10,373	-37%	-$248K	0.04%	285
2022 Q3	$554K	Sell	27,925 -8,187	-23%	-$170K	0.06%	209
2022 Q2	$700K	Sell	36,112 -9,194	-20%	-$201K	0.07%	198
2022 Q1	$948K	Sell	45,306 -7,532	-14%	-$142K	0.08%	186
2021 Q4	$802K	Sell	52,838 -7,750	-13%	-$120K	0.07%	204
2021 Q3	$873K	Sell	60,588 -4,590	-7%	-$62.2K	0.1%	136
2021 Q2	$961K	Sell	65,178 -11,240	-15%	-$159K	0.12%	122
2021 Q1	$1.01M	Sell	76,418 -7,639	-9%	-$95.2K	0.16%	102
2020 Q4	$853K	Buy	84,057 +10,999	+15%	+$101K	0.18%	94
2020 Q3	$577K	Buy	+73,058	New	+$684K	0.14%	122

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Robertson Stephens Wealth Management's FENY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 0.17% in Q2 2026, selling an estimated $1.05K and leaving 19,927 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #410.

Robertson Stephens Wealth Management first reported a position in FENY in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2021. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Robertson Stephens Wealth Management held 19,927 shares of Fidelity MSCI Energy Index ETF worth $589K as of Q2 2026.
Robertson Stephens Wealth Management sold 33 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.05K.
Fidelity MSCI Energy Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #410 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2020 and has held it in 18 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $1.01M in Q1 2021.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.