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

Scheeler Financial’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 Q3	$6.35M	Buy	+187,183	New	+$6.29M	4.8%	3

Other funds holding FENY

Gimbal Financial Carmel, Indiana $172M AUM

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Scheeler Financial's FENY Position: Q3 2026 in Review

Scheeler Financial opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q3 2026: 187,183 shares worth $6.35M. The stake represents 4.8% of the portfolio and ranks #3 among its holdings.

81 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Scheeler Financial held 187,183 shares of Fidelity MSCI Energy Index ETF worth $6.35M as of Q3 2026.
Fidelity MSCI Energy Index ETF was a new Scheeler Financial position in Q3 2026.
Fidelity MSCI Energy Index ETF made up 4.8% of Scheeler Financial's portfolio in Q3 2026, its #3 holding.
81 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.