Stifel Financial’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Stifel Financial’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	$3.43M	Sell	115,954 -1,398	-1%	-$44.5K	﹤0.01%	1666
2026 Q1	$3.99M	Buy	117,352 +6,652	+6%	+$198K	﹤0.01%	1488
2025 Q4	$2.74M	Buy	110,700 +5,823	+6%	+$144K	﹤0.01%	1718
2025 Q3	$2.59M	Sell	104,877 -177	-0.2%	-$4.28K	﹤0.01%	1725
2025 Q2	$2.46M	Sell	105,054 -3,160	-3%	-$72.4K	﹤0.01%	1690
2025 Q1	$2.76M	Sell	108,214 -19,626	-15%	-$488K	﹤0.01%	1529
2024 Q4	$3.05M	Sell	127,840 -2,689	-2%	-$67.4K	﹤0.01%	1510
2024 Q3	$3.14M	Sell	130,529 -655	-0.5%	-$16.1K	﹤0.01%	1488
2024 Q2	$3.29M	Sell	131,184 -24,959	-16%	-$638K	﹤0.01%	1385
2024 Q1	$4.04M	Sell	156,143 -3,844	-2%	-$90.5K	﹤0.01%	1272
2023 Q4	$3.69M	Sell	159,987 -11,840	-7%	-$279K	﹤0.01%	1285
2023 Q3	$4.28M	Sell	171,827 -4,847	-3%	-$116K	0.01%	1118
2023 Q2	$3.92M	Buy	176,674 +140	+0.1%	+$3.09K	0.01%	1188
2023 Q1	$3.96M	Sell	176,534 -2,875	-2%	-$66.9K	0.01%	1154
2022 Q4	$4.28M	Buy	179,409 +5,627	+3%	+$134K	0.01%	1070
2022 Q3	$3.45M	Sell	173,782 -1,157	-0.7%	-$24K	0.01%	1134
2022 Q2	$3.39M	Sell	174,939 -1,820	-1%	-$39.8K	0.01%	1168
2022 Q1	$3.7M	Sell	176,759 -5,235	-3%	-$98.5K	0.01%	1217
2021 Q4	$2.76M	Sell	181,994 -18,190	-9%	-$282K	﹤0.01%	1397
2021 Q3	$2.88M	Sell	200,184 -1,096	-0.5%	-$14.9K	﹤0.01%	1337
2021 Q2	$2.97M	Sell	201,280 -2,429	-1%	-$34.3K	﹤0.01%	1336
2021 Q1	$2.7M	Buy	203,709 +22,878	+13%	+$285K	﹤0.01%	1331
2020 Q4	$1.83M	Buy	180,831 +35,780	+25%	+$328K	﹤0.01%	1439
2020 Q3	$1.15M	Sell	145,051 -96,138	-40%	-$900K	﹤0.01%	1543
2020 Q2	$2.4M	Sell	241,189 -70,088	-23%	-$681K	0.01%	1056
2020 Q1	$2.34M	Buy	311,277 +16,175	+5%	+$202K	0.01%	972
2019 Q4	$4.72M	Buy	295,102 +112,411	+62%	+$1.76M	0.01%	910
2019 Q3	$2.88M	Sell	182,691 -19,359	-10%	-$313K	0.01%	1074
2019 Q2	$3.47M	Sell	202,050 -502	-0.2%	-$8.75K	0.01%	1011
2019 Q1	$3.67M	Sell	202,552 -80,497	-28%	-$1.41M	0.01%	953
2018 Q4	$4.42M	Buy	+283,049	New	+$5.25M	0.01%	826

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 $104B AUM 28.3% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Stifel Financial's FENY Position: Q2 2026 in Review

Stifel Financial reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.2% in Q2 2026, selling an estimated $44.5K and leaving 115,954 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Stifel Financial first reported a position in FENY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.72M in Q4 2019. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Stifel Financial held 115,954 shares of Fidelity MSCI Energy Index ETF worth $3.43M as of Q2 2026.
Stifel Financial sold 1,398 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $44.5K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1666 holding.
Stifel Financial first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and has held it in 31 quarters since.
Stifel Financial's Fidelity MSCI Energy Index ETF position peaked at $4.72M in Q4 2019.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.