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Steward Partners Investment Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Steward Partners Investment Advisory’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 		$4.67M Buy
157,926
+28,023
+22% +$893K 0.02% 578
2026
Q1 		$4.42M Buy
129,903
+11,987
+10% +$356K 0.02% 556
2025
Q4 		$2.92M Sell
117,916
-319
-0.3% -$7.88K 0.02% 644
2025
Q3 		$2.92M Buy
118,235
+9,210
+8% +$223K 0.02% 642
2025
Q2 		$2.56M Buy
109,025
+92,791
+572% +$2.13M 0.02% 633
2025
Q1 		$415K Sell
16,234
-382
-2% -$9.5K ﹤0.01% 1298
2024
Q4 		$396K Sell
16,616
-1,895
-10% -$47.5K ﹤0.01% 1275
2024
Q3 		$446K Sell
18,511
-32,847
-64% -$807K ﹤0.01% 1153
2024
Q2 		$1.29M Sell
51,358
-39,252
-43% -$1M 0.01% 726
2024
Q1 		$2.34M Sell
90,610
-2,481
-3% -$58.4K 0.03% 531
2023
Q4 		$2.14M Buy
93,091
+7,718
+9% +$182K 0.03% 487
2023
Q3 		$2.13M Buy
85,373
+85,170
+41,956% +$2.05M 0.03% 459
2023
Q2 		$4.5K Sell
203
-19
-9% -$420 ﹤0.01% 2821
2023
Q1 		$4.98K Sell
222
-1,954
-90% -$45.5K ﹤0.01% 2790
2022
Q4 		$51.9K Buy
2,176
+47
+2% +$1.12K ﹤0.01% 1820
2022
Q3 		$42K Hold
2,129
– – ﹤0.01% 1864
2022
Q2 		$41K Buy
+2,129
New +$46.5K ﹤0.01% 1891

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Steward Partners Investment Advisory's FENY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Energy Index ETF (FENY) stake by 22% in Q2 2026, buying an estimated $893K and bringing the position to 157,926 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #578.

Steward Partners Investment Advisory first reported a position in FENY in Q2 2022 and has held it in 17 quarters since. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Steward Partners Investment Advisory held 157,926 shares of Fidelity MSCI Energy Index ETF worth $4.67M as of Q2 2026.
  • Steward Partners Investment Advisory bought 28,023 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $893K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #578 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and has held it in 17 quarters since.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.