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

Smith Salley 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 Q1	$1.66M	Buy	48,705 +663	+1%	+$19.7K	0.08%	132
2025 Q4	$1.19M	Sell	48,042 -129	-0.3%	-$3.19K	0.06%	144
2025 Q3	$1.19M	Sell	48,171 -271	-0.6%	-$6.56K	0.06%	141
2025 Q2	$1.14M	Buy	48,442 +264	+0.5%	+$6.05K	0.07%	140
2025 Q1	$1.23M	Buy	48,178 +173	+0.4%	+$4.3K	0.08%	131
2024 Q4	$1.14M	Sell	48,005 -12,373	-20%	-$310K	0.07%	138
2024 Q3	$1.45M	Buy	60,378 +1,651	+3%	+$40.6K	0.1%	118
2024 Q2	$1.47M	Buy	58,727 +2,524	+4%	+$64.5K	0.11%	112
2024 Q1	$1.45M	Buy	56,203 +573	+1%	+$13.5K	0.11%	110
2023 Q4	$1.28M	Sell	55,630 -137	-0.2%	-$3.23K	0.08%	126
2023 Q3	$1.39M	Buy	55,767 +29,540	+113%	+$710K	0.1%	116
2023 Q2	$581K	Buy	26,227 +1,304	+5%	+$28.8K	0.04%	155
2023 Q1	$559K	Buy	24,923 +198	+0.8%	+$4.61K	0.04%	163
2022 Q4	$589K	Buy	24,725 +398	+2%	+$9.5K	0.05%	156
2022 Q3	$483K	Buy	24,327 +664	+3%	+$13.8K	0.04%	164
2022 Q2	$459K	Buy	23,663 +1,195	+5%	+$26.1K	0.04%	169
2022 Q1	$470K	Sell	22,468 -2,296	-9%	-$43.2K	0.04%	185
2021 Q4	$376K	Buy	24,764 +2,179	+10%	+$33.8K	0.03%	198
2021 Q3	$325K	Buy	22,585 +3,444	+18%	+$46.7K	0.03%	208
2021 Q2	$282K	Buy	19,141 +1,239	+7%	+$17.5K	0.02%	221
2021 Q1	$237K	Buy	+17,902	New	+$223K	0.02%	221
2020 Q1	–	Sell	-28,165	Closed	-$451K	–	189
2019 Q4	$451K	Sell	28,165 -4,605	-14%	-$72.2K	0.06%	133
2019 Q3	$516K	Buy	32,770 +1,148	+4%	+$18.6K	0.07%	122
2019 Q2	$544K	Buy	31,622 +331	+1%	+$5.77K	0.08%	119
2019 Q1	$566K	Buy	31,291 +7,570	+32%	+$133K	0.09%	114
2018 Q4	$371K	Sell	23,721 -1,298	-5%	-$24.1K	0.07%	128
2018 Q3	$532K	Buy	25,019 +1,393	+6%	+$29.2K	0.08%	118
2018 Q2	$502K	Buy	23,626 +3,659	+18%	+$75.7K	0.09%	116
2018 Q1	$373K	Sell	19,967 -406	-2%	-$7.96K	0.07%	129
2017 Q4	$408K	Buy	+20,373	New	+$388K	0.07%	130

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Smith Salley Wealth Management's FENY Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 1.4% in Q1 2026, buying an estimated $19.7K and bringing the position to 48,705 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #132.

Smith Salley Wealth Management first reported a position in FENY in Q4 2017 and has held it in 30 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Smith Salley Wealth Management held 48,705 shares of Fidelity MSCI Energy Index ETF worth $1.66M as of Q1 2026.
Smith Salley Wealth Management bought 663 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $19.7K.
Fidelity MSCI Energy Index ETF made up 0.08% of Smith Salley Wealth Management's portfolio in Q1 2026, its #132 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 30 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.