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Sugar Maple Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sugar Maple Asset Management’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
2025
Q1 		– Sell
-7,624
Closed -$182K – 206
2024
Q4 		$182K Sell
7,624
-2,645
-26% -$66.3K 0.14% 65
2024
Q3 		$247K Buy
10,269
+1,400
+16% +$34.4K 0.21% 53
2024
Q2 		$223K Sell
8,869
-2,072
-19% -$53K 0.22% 51
2024
Q1 		$283K Buy
+10,941
New +$258K 0.27% 45

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sugar Maple Asset Management's FENY Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 7,624 shares — an estimated $182K sold.

Sugar Maple Asset Management first reported a position in FENY in Q1 2024 and held it in 4 quarters. The position peaked at $283K in Q1 2024. 220 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 7,624 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $182K.
  • Sugar Maple Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 4 quarters.
  • Sugar Maple Asset Management's Fidelity MSCI Energy Index ETF position peaked at $283K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.