Sheets Smith Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sheets Smith Wealth Management’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	$1.15M	Hold	38,847	–	–	0.11%	174
2026 Q1	$1.32M	Sell	38,847 -346	-0.9%	-$10.3K	0.15%	148
2025 Q4	$971K	Sell	39,193 -925	-2%	-$22.8K	0.11%	184
2025 Q3	$992K	Sell	40,118 -876	-2%	-$21.2K	0.11%	176
2025 Q2	$961K	Hold	40,994	–	–	0.11%	173
2025 Q1	$1.05M	Sell	40,994 -3,760	-8%	-$93.5K	0.13%	150
2024 Q4	$1.07M	Hold	44,754	–	–	0.13%	151
2024 Q3	$1.08M	Sell	44,754 -924	-2%	-$22.7K	0.13%	150
2024 Q2	$1.15M	Sell	45,678 -190	-0.4%	-$4.86K	0.14%	149
2024 Q1	$1.19M	Sell	45,868 -3,570	-7%	-$84K	0.13%	150
2023 Q4	$1.14M	Hold	49,438	–	–	0.16%	127
2023 Q3	$1.23M	Sell	49,438 -643	-1%	-$15.4K	0.19%	116
2023 Q2	$1.11M	Sell	50,081 -309	-0.6%	-$6.83K	0.16%	124
2023 Q1	$1.13M	Sell	50,390 -3,001	-6%	-$69.9K	0.17%	117
2022 Q4	$1.27M	Sell	53,391 -176	-0.3%	-$4.2K	0.2%	110
2022 Q3	$1.06M	Hold	53,567	–	–	0.18%	119
2022 Q2	$1.04M	Sell	53,567 -57,780	-52%	-$1.26M	0.17%	123
2022 Q1	$2.33M	Sell	111,347 -2,969	-3%	-$55.8K	0.32%	77
2021 Q4	$1.74M	Buy	114,316 +1,122	+1%	+$17.4K	0.22%	109
2021 Q3	$1.63M	Buy	113,194 +821	+0.7%	+$11.1K	0.22%	112
2021 Q2	$1.66M	Sell	112,373 -244	-0.2%	-$3.44K	0.22%	110
2021 Q1	$1.49M	Buy	+112,617	New	+$1.4M	0.22%	112

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 $103B AUM 28.65% 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

Sheets Smith Wealth Management's FENY Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 38,847 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #174.

Sheets Smith Wealth Management first reported a position in FENY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.33M in Q1 2022. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Sheets Smith Wealth Management held 38,847 shares of Fidelity MSCI Energy Index ETF worth $1.15M as of Q2 2026.
Sheets Smith Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #174 holding.
Sheets Smith Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and has held it in 22 quarters since.
Sheets Smith Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $2.33M in Q1 2022.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.