Salomon & Ludwin’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Salomon & Ludwin’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	$9.75K	Hold	332	–	–	﹤0.01%	1598
2026 Q1	$11K	Sell	332 -35	-10%	-$1.04K	﹤0.01%	1484
2025 Q4	$9.04K	Hold	367	–	–	﹤0.01%	1503
2025 Q3	$9.05K	Sell	367 -19	-5%	-$460	﹤0.01%	1387
2025 Q2	$9.27K	Hold	386	–	–	﹤0.01%	493
2025 Q1	$9.86K	Hold	386	–	–	﹤0.01%	452
2024 Q4	$9.2K	Hold	386	–	–	﹤0.01%	454
2024 Q3	$9.29K	Sell	386 -20	-5%	-$491	﹤0.01%	464
2024 Q2	$10.2K	Hold	406	–	–	﹤0.01%	444
2024 Q1	$10.5K	Hold	406	–	–	﹤0.01%	552
2023 Q4	$10.1K	Hold	406	–	–	﹤0.01%	493
2023 Q3	$10.1K	Buy	+406	New	+$9.76K	﹤0.01%	492

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Salomon & Ludwin's FENY Position: Q2 2026 in Review

Salomon & Ludwin held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 332 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Salomon & Ludwin first reported a position in FENY in Q3 2023 and has held it in 12 quarters since. The position peaked at $11K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Salomon & Ludwin held 332 shares of Fidelity MSCI Energy Index ETF worth $9.75K as of Q2 2026.
Salomon & Ludwin left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1598 holding.
Salomon & Ludwin first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Fidelity MSCI Energy Index ETF position peaked at $11K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.