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
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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

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

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

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Shellnut Wilson's FENY Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q3 2025: 8,805 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in FENY as recently as Q3 2024.

Smith Shellnut Wilson first reported a position in FENY in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.66M in Q1 2019. 214 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

Smith Shellnut Wilson held 8,805 shares of Fidelity MSCI Energy Index ETF worth $218K as of Q3 2025.
Fidelity MSCI Energy Index ETF was a new Smith Shellnut Wilson position in Q3 2025.
Fidelity MSCI Energy Index ETF made up 0.08% of Smith Shellnut Wilson's portfolio in Q3 2025, its #134 holding.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and has held it in 8 quarters since.
Smith Shellnut Wilson's Fidelity MSCI Energy Index ETF position peaked at $3.66M in Q1 2019.
214 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.