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Roble Belko & Company’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Roble Belko & Company’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 		$5K Hold
168
– – ﹤0.01% 349
2026
Q1 		$6K Hold
168
– – ﹤0.01% 334
2025
Q4 		$4K Hold
168
– – ﹤0.01% 360
2025
Q3 		$4K Buy
+168
New +$4.07K ﹤0.01% 325

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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

Roble Belko & Company's FENY Position: Q2 2026 in Review

Roble Belko & Company held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 168 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Roble Belko & Company first reported a position in FENY in Q3 2025 and has held it in 4 quarters since. The position peaked at $6K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Roble Belko & Company held 168 shares of Fidelity MSCI Energy Index ETF worth $5K as of Q2 2026.
  • Roble Belko & Company left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #349 holding.
  • Roble Belko & Company first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Roble Belko & Company's Fidelity MSCI Energy Index ETF position peaked at $6K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.