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

Strategic 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
Q2 		$497K Sell
16,799
-171
-1% -$5.45K 0.11% 111
2026
Q1 		$577K Buy
16,970
+50
+0.3% +$1.49K 0.1% 126
2025
Q4 		$419K Sell
16,920
-259
-2% -$6.39K 0.07% 143
2025
Q3 		$425K Sell
17,179
-2,653
-13% -$64.2K 0.07% 145
2025
Q2 		$465K Sell
19,832
-261
-1% -$5.98K 0.09% 121
2025
Q1 		$513K Sell
20,093
-584
-3% -$14.5K 0.1% 131
2024
Q4 		$493K Buy
20,677
+231
+1% +$5.79K 0.09% 132
2024
Q3 		$492K Buy
20,446
+22
+0.1% +$541 0.09% 141
2024
Q2 		$512K Buy
20,424
+19
+0.1% +$486 0.1% 138
2024
Q1 		$528K Sell
20,405
-3,429
-14% -$80.7K 0.1% 137
2023
Q4 		$549K Buy
23,834
+23
+0.1% +$542 0.1% 135
2023
Q3 		$593K Sell
23,811
-1,323
-5% -$31.8K 0.12% 129
2023
Q2 		$557K Sell
25,134
-1,576
-6% -$34.8K 0.11% 134
2023
Q1 		$599K Sell
26,710
-923
-3% -$21.5K 0.12% 128
2022
Q4 		$659K Buy
27,633
+8,248
+43% +$197K 0.15% 112
2022
Q3 		$384K Buy
19,385
+1,690
+10% +$35.1K 0.09% 139
2022
Q2 		$343K Buy
17,695
+1,835
+12% +$40.1K 0.07% 146
2022
Q1 		$332K Buy
+15,860
New +$298K 0.06% 158

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 $104B AUM 28.3% 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

Strategic Advisors's FENY Position: Q2 2026 in Review

Strategic Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1% in Q2 2026, selling an estimated $5.45K and leaving 16,799 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #111.

Strategic Advisors first reported a position in FENY in Q1 2022 and has held it in 18 quarters since. The position peaked at $659K in Q4 2022. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Strategic Advisors held 16,799 shares of Fidelity MSCI Energy Index ETF worth $497K as of Q2 2026.
  • Strategic Advisors sold 171 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $5.45K.
  • Fidelity MSCI Energy Index ETF made up 0.11% of Strategic Advisors's portfolio in Q2 2026, its #111 holding.
  • Strategic Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Strategic Advisors's Fidelity MSCI Energy Index ETF position peaked at $659K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.