Sound Income Strategies’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sound Income Strategies’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	–	Sell	-10	Closed	-$328	–	1106
2026 Q1	$328	Hold	10	–	–	﹤0.01%	2437
2025 Q4	$265	Hold	10	–	–	﹤0.01%	2425
2025 Q3	$244	Sell	10 -25	-71%	-$605	﹤0.01%	1590
2025 Q2	$821	Buy	35 +25	+250%	+$573	﹤0.01%	1403
2025 Q1	$256	Hold	10	–	–	﹤0.01%	1463
2024 Q4	$238	Hold	10	–	–	﹤0.01%	1394
2024 Q3	$241	Sell	10 -127	-93%	-$3.12K	﹤0.01%	1346
2024 Q2	$3.44K	Buy	137 +119	+661%	+$3.04K	﹤0.01%	1016
2024 Q1	$466	Sell	18 -10	-36%	-$235	﹤0.01%	1248
2023 Q4	$645	Buy	+28	New	+$659	﹤0.01%	1212
2023 Q1	–	Sell	-18	Closed	-$429	–	1086
2022 Q4	$429	Hold	18	–	–	﹤0.01%	924
2022 Q3	$0	Hold	18	–	–	﹤0.01%	911
2022 Q2	$0	Hold	18	–	–	﹤0.01%	910
2022 Q1	$0	Hold	18	–	–	﹤0.01%	895
2021 Q4	$0	Hold	18	–	–	﹤0.01%	858
2021 Q3	$0	Sell	18 -163	-90%	-$2.21K	﹤0.01%	853
2021 Q2	$3K	Hold	181	–	–	﹤0.01%	669
2021 Q1	$2.4K	Hold	181	–	–	﹤0.01%	738
2020 Q4	$2K	Hold	181	–	–	﹤0.01%	709
2020 Q3	$1K	Hold	181	–	–	﹤0.01%	735
2020 Q2	$2K	Hold	181	–	–	﹤0.01%	634
2020 Q1	$1K	Hold	181	–	–	﹤0.01%	660
2019 Q4	$3K	Hold	181	–	–	﹤0.01%	521
2019 Q3	$3K	Hold	181	–	–	﹤0.01%	486
2019 Q2	$3K	Hold	181	–	–	﹤0.01%	496
2019 Q1	$3K	Hold	181	–	–	﹤0.01%	496
2018 Q4	$3K	Hold	181	–	–	﹤0.01%	486
2018 Q3	$4K	Hold	181	–	–	﹤0.01%	469
2018 Q2	$4K	Hold	181	–	–	﹤0.01%	444
2018 Q1	$3K	Hold	181	–	–	﹤0.01%	439
2017 Q4	$3K	Buy	+181	New	+$3.45K	﹤0.01%	367

Other funds holding FENY

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

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's FENY Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 10 shares — an estimated $328 sold.

Sound Income Strategies first reported a position in FENY in Q4 2017 and held it in 31 quarters. The position peaked at $4K in Q3 2018. 195 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 10 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $328.
Sound Income Strategies first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 31 quarters.
Sound Income Strategies's Fidelity MSCI Energy Index ETF position peaked at $4K in Q3 2018.
195 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.