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

Root Financial Partners’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 		– Sell
-4
Closed -$99 – 3500
2025
Q4 		$99 Hold
4
– – ﹤0.01% 2334
2025
Q3 		$99 Buy
+4
New +$97 ﹤0.01% 2243

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VC
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Root Financial Partners's FENY Position: Q1 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2026, closing a stake of 4 shares — an estimated $99 sold.

Root Financial Partners first reported a position in FENY in Q3 2025 and held it in 2 quarters. The position peaked at $99 in Q4 2025. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $99.
  • Root Financial Partners first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity MSCI Energy Index ETF position peaked at $99 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.