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Sage Mountain Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sage Mountain Advisors’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 		$35.5K Hold
1,200
– – ﹤0.01% 277
2026
Q1 		$40.8K Hold
1,200
– – ﹤0.01% 250
2025
Q4 		$29.7K Hold
1,200
– – ﹤0.01% 538
2025
Q3 		$29.7K Hold
1,200
– – ﹤0.01% 524
2025
Q2 		$28.1K Hold
1,200
– – ﹤0.01% 466
2025
Q1 		$30.7K Hold
1,200
– – ﹤0.01% 445
2024
Q4 		$28.6K Hold
1,200
– – ﹤0.01% 441
2024
Q3 		$28.9K Buy
+1,200
New +$29.5K ﹤0.01% 452

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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 $104B AUM 28.3% 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

Sage Mountain Advisors's FENY Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 1,200 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Sage Mountain Advisors first reported a position in FENY in Q3 2024 and has held it in 8 quarters since. The position peaked at $40.8K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Sage Mountain Advisors held 1,200 shares of Fidelity MSCI Energy Index ETF worth $35.5K as of Q2 2026.
  • Sage Mountain Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #277 holding.
  • Sage Mountain Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2024 and has held it in 8 quarters since.
  • Sage Mountain Advisors's Fidelity MSCI Energy Index ETF position peaked at $40.8K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.