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Stratos Wealth Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Stratos Wealth Partners’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 		$259K Buy
8,746
+22
+0.3% +$701 ﹤0.01% 1496
2026
Q1 		$297K Buy
8,724
+2
+0% +$59 ﹤0.01% 1332
2025
Q4 		$216K Sell
8,722
-2,143
-20% -$52.9K ﹤0.01% 1473
2025
Q3 		$269K Sell
10,865
-1,135
-9% -$27.5K ﹤0.01% 1305
2025
Q2 		$281K Sell
12,000
-440
-4% -$10.1K ﹤0.01% 1166
2025
Q1 		$318K Sell
12,440
-817
-6% -$20.3K ﹤0.01% 1060
2024
Q4 		$316K Sell
13,257
-1,358
-9% -$34K ﹤0.01% 1127
2024
Q3 		$352K Sell
14,615
-22,660
-61% -$557K 0.01% 1071
2024
Q2 		$935K Buy
37,275
+23,151
+164% +$592K 0.02% 670
2024
Q1 		$365K Sell
14,124
-783
-5% -$18.4K 0.01% 1013
2023
Q4 		$343K Buy
14,907
+532
+4% +$12.5K 0.01% 1016
2023
Q3 		$358K Sell
14,375
-568
-4% -$13.6K 0.01% 942
2023
Q2 		$331K Sell
14,943
-4,470
-23% -$98.8K 0.01% 918
2023
Q1 		$436K Buy
19,413
+828
+4% +$19.3K 0.01% 743
2022
Q4 		$443K Sell
18,585
-2,297
-11% -$54.8K 0.01% 770
2022
Q3 		$415K Sell
20,882
-1,058
-5% -$21.9K 0.01% 759
2022
Q2 		$426K Buy
21,940
+6,982
+47% +$153K 0.01% 795
2022
Q1 		$313K Buy
+14,958
New +$281K 0.01% 972
2018
Q4 		– Sell
-1,531
Closed -$33K – 1377
2018
Q3 		$33K Buy
+1,531
New +$32.1K ﹤0.01% 1642
2018
Q2 		– Sell
-1,266
Closed -$24K – 1505
2018
Q1 		$24K Sell
1,266
-2,600
-67% -$50.9K ﹤0.01% 1948
2017
Q4 		$78K Buy
+3,866
New +$73.7K ﹤0.01% 1301

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

Stratos Wealth Partners's FENY Position: Q2 2026 in Review

Stratos Wealth Partners increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.25% in Q2 2026, buying an estimated $701 and bringing the position to 8,746 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Stratos Wealth Partners first reported a position in FENY in Q4 2017 and has held it in 21 quarters since. The position peaked at $935K in Q2 2024. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Stratos Wealth Partners held 8,746 shares of Fidelity MSCI Energy Index ETF worth $259K as of Q2 2026.
  • Stratos Wealth Partners bought 22 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $701.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1496 holding.
  • Stratos Wealth Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 21 quarters since.
  • Stratos Wealth Partners's Fidelity MSCI Energy Index ETF position peaked at $935K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.