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SageView Advisory Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,400
Closed -$34.7K – 1209
2025
Q4 		$34.7K Buy
+1,400
New +$34.6K ﹤0.01% 1224

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

SageView Advisory Group's FENY Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2026, closing a stake of 1,400 shares — an estimated $34.7K sold.

SageView Advisory Group first reported a position in FENY in Q4 2025 and held it in 1 quarter. The position peaked at $34.7K in Q4 2025. 262 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,400 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $34.7K.
  • SageView Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $34.7K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.