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

Soundwatch Capital’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 		– Sell
-482,182
Closed -$476K – 73
2025
Q2 		$476K Buy
+482,182
New +$11.1M 0.08% 106

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AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Soundwatch Capital's FENY Position: Q3 2025 in Review

Soundwatch Capital sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2025, closing a stake of 482,182 shares — an estimated $476K sold.

Soundwatch Capital first reported a position in FENY in Q2 2025 and held it in 1 quarter. The position peaked at $476K in Q2 2025. 214 funds tracked by Wall St. Rank hold FENY as of Q3 2025.

  • Soundwatch Capital reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2025 after selling out during the quarter.
  • Soundwatch Capital sold 482,182 Fidelity MSCI Energy Index ETF shares in Q3 2025, an estimated $476K.
  • Soundwatch Capital first reported a position in Fidelity MSCI Energy Index ETF in Q2 2025 and held it in 1 quarter.
  • Soundwatch Capital's Fidelity MSCI Energy Index ETF position peaked at $476K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.