Snowden Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Snowden Capital Advisors’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	$2.49M	Buy	73,253 +47,377	+183%	+$1.41M	0.07%	292
2025 Q4	$641K	Buy	25,876 +447	+2%	+$11K	0.02%	689
2025 Q3	$629K	Sell	25,429 -722	-3%	-$17.5K	0.02%	683
2025 Q2	$613K	Sell	26,151 -4,049	-13%	-$92.8K	0.02%	684
2025 Q1	$772K	Sell	30,200 -1,109	-4%	-$27.6K	0.02%	591
2024 Q4	$746K	Sell	31,309 -472	-1%	-$11.8K	0.02%	613
2024 Q3	$765K	Sell	31,781 -860	-3%	-$21.1K	0.02%	606
2024 Q2	$819K	Buy	32,641 +611	+2%	+$15.6K	0.02%	568
2024 Q1	$829K	Buy	32,030 +5,557	+21%	+$131K	0.03%	556
2023 Q4	$610K	Sell	26,473 -954	-3%	-$22.5K	0.02%	614
2023 Q3	$683K	Sell	27,427 -1,108	-4%	-$26.6K	0.03%	515
2023 Q2	$632K	Buy	28,535 +1,484	+5%	+$32.8K	0.02%	625
2023 Q1	$607K	Buy	27,051 +478	+2%	+$11.1K	0.02%	641
2022 Q4	$633K	Buy	26,573 +2,062	+8%	+$49.2K	0.03%	611
2022 Q3	$486K	Buy	24,511 +2,844	+13%	+$59K	0.02%	664
2022 Q2	$420K	Buy	21,667 +1,684	+8%	+$36.8K	0.02%	706
2022 Q1	$418K	Buy	19,983 +2,991	+18%	+$56.3K	0.02%	695
2021 Q4	$257K	Buy	16,992 +696	+4%	+$10.8K	0.01%	613
2021 Q3	$235K	Sell	16,296 -563	-3%	-$7.63K	0.01%	787
2021 Q2	$249K	Sell	16,859 -193	-1%	-$2.72K	0.01%	774
2021 Q1	$226K	Buy	17,052 +2,542	+18%	+$31.7K	0.01%	723
2020 Q4	$147K	Buy	+14,510	New	+$133K	0.01%	654
2020 Q2	–	Sell	-12,121	Closed	-$91.1K	–	561
2020 Q1	$91.1K	Buy	+12,121	New	+$152K	0.01%	510
2019 Q3	–	Sell	-14,832	Closed	-$255K	–	522
2019 Q2	$255K	Buy	14,832 +262	+2%	+$4.57K	0.03%	441
2019 Q1	$263K	Buy	+14,570	New	+$256K	0.03%	424
2018 Q4	–	Sell	-9,696	Closed	-$206K	–	478
2018 Q3	$206K	Buy	+9,696	New	+$203K	0.02%	473
2018 Q2	–	Sell	-16,298	Closed	-$305K	–	442
2018 Q1	$305K	Buy	16,298 +827	+5%	+$16.2K	0.04%	321
2017 Q4	$310K	Buy	+15,471	New	+$295K	0.04%	330

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

Snowden Capital Advisors's FENY Position: Q1 2026 in Review

Snowden Capital Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 183% in Q1 2026, buying an estimated $1.41M and bringing the position to 73,253 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #292.

Snowden Capital Advisors first reported a position in FENY in Q4 2017 and has held it in 28 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

Snowden Capital Advisors held 73,253 shares of Fidelity MSCI Energy Index ETF worth $2.49M as of Q1 2026.
Snowden Capital Advisors bought 47,377 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $1.41M.
Fidelity MSCI Energy Index ETF made up 0.07% of Snowden Capital Advisors's portfolio in Q1 2026, its #292 holding.
Snowden Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 28 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.