Smith Shellnut Wilson’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Smith Shellnut Wilson’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	$254K	Sell	8,605 -12,800	-60%	-$408K	0.1%	141
2026 Q1	$728K	Buy	21,405 +12,800	+149%	+$381K	0.32%	61
2025 Q4	$213K	Sell	8,605 -200	-2%	-$4.94K	0.08%	134
2025 Q3	$218K	Buy	+8,805	New	+$213K	0.08%	134
2024 Q4	–	Sell	-63,829	Closed	-$1.54M	–	148
2024 Q3	$1.54M	Buy	+63,829	New	+$1.57M	0.69%	33
2022 Q1	–	Sell	-19,877	Closed	-$302K	–	146
2021 Q4	$302K	Sell	19,877 -199,679	-91%	-$3.1M	0.15%	120
2021 Q3	$3.16M	Buy	219,556 +4,982	+2%	+$67.5K	1.83%	14
2021 Q2	$3.17M	Sell	214,574 -11,368	-5%	-$160K	1.84%	13
2021 Q1	$2.99M	Buy	225,942 +76,397	+51%	+$952K	1.83%	16
2020 Q4	$1.52M	Buy	+149,545	New	+$1.37M	0.9%	24
2019 Q2	–	Sell	-202,501	Closed	-$3.66M	–	131
2019 Q1	$3.66M	Buy	+202,501	New	+$3.56M	2.9%	8

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

Smith Shellnut Wilson's FENY Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 60% in Q2 2026, selling an estimated $408K and leaving 8,605 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #141.

Smith Shellnut Wilson first reported a position in FENY in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.66M in Q1 2019. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Smith Shellnut Wilson held 8,605 shares of Fidelity MSCI Energy Index ETF worth $254K as of Q2 2026.
Smith Shellnut Wilson sold 12,800 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $408K.
Fidelity MSCI Energy Index ETF made up 0.1% of Smith Shellnut Wilson's portfolio in Q2 2026, its #141 holding.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and has held it in 11 quarters since.
Smith Shellnut Wilson's Fidelity MSCI Energy Index ETF position peaked at $3.66M in Q1 2019.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.