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Savvy Advisors Inc’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Savvy Advisors Inc’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 		$228K Buy
+7,713
New +$246K ﹤0.01% 1122
2024
Q4 		– Sell
-9,492
Closed -$229K – 459
2024
Q3 		$229K Buy
+9,492
New +$233K 0.05% 311

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

Savvy Advisors Inc's FENY Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 7,713 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in FENY as recently as Q3 2024.

Savvy Advisors Inc first reported a position in FENY in Q3 2024 and has held it in 2 quarters since. The position peaked at $229K in Q3 2024. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Savvy Advisors Inc held 7,713 shares of Fidelity MSCI Energy Index ETF worth $228K as of Q2 2026.
  • Fidelity MSCI Energy Index ETF was a new Savvy Advisors Inc position in Q2 2026.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1122 holding.
  • Savvy Advisors Inc first reported a position in Fidelity MSCI Energy Index ETF in Q3 2024 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Fidelity MSCI Energy Index ETF position peaked at $229K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.