SFG
FENY icon

SageGuard Financial Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

SageGuard Financial Group’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 		$8.27M Buy
279,901
+129,105
+86% +$4.11M 1.16% 22
2026
Q1 		$5.13M Buy
150,796
+80,204
+114% +$2.38M 0.79% 42
2025
Q4 		$1.75M Buy
+70,592
New +$1.74M 0.28% 65

Other funds holding FENY

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 $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

SageGuard Financial Group's FENY Position: Q2 2026 in Review

SageGuard Financial Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 86% in Q2 2026, buying an estimated $4.11M and bringing the position to 279,901 shares worth $8.27M. The position accounts for 1.16% of the portfolio, ranked #22.

SageGuard Financial Group first reported a position in FENY in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • SageGuard Financial Group held 279,901 shares of Fidelity MSCI Energy Index ETF worth $8.27M as of Q2 2026.
  • SageGuard Financial Group bought 129,105 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $4.11M.
  • Fidelity MSCI Energy Index ETF made up 1.16% of SageGuard Financial Group's portfolio in Q2 2026, its #22 holding.
  • SageGuard Financial Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.