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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
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 $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Strategic Advisors's FENY Position: Q1 2026 in Review

Strategic Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.3% in Q1 2026, buying an estimated $1.49K and bringing the position to 16,970 shares worth $577K. The position accounts for 0.1% of the portfolio, ranked #126.

Strategic Advisors first reported a position in FENY in Q1 2022 and has held it in 17 quarters since. The position peaked at $659K in Q4 2022. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Strategic Advisors held 16,970 shares of Fidelity MSCI Energy Index ETF worth $577K as of Q1 2026.
  • Strategic Advisors bought 50 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $1.49K.
  • Fidelity MSCI Energy Index ETF made up 0.1% of Strategic Advisors's portfolio in Q1 2026, its #126 holding.
  • Strategic Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and has held it in 17 quarters since.
  • Strategic Advisors's Fidelity MSCI Energy Index ETF position peaked at $659K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.