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Sunbelt Securities’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sunbelt Securities’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 		$1.96M Sell
57,501
-623
-1% -$18.5K 0.12% 147
2025
Q4 		$1.44M Sell
58,124
-18,347
-24% -$453K 0.1% 181
2025
Q3 		$1.89M Sell
76,471
-30,899
-29% -$748K 0.13% 135
2025
Q2 		$2.56M Buy
107,370
+28,948
+37% +$663K 0.23% 85
2025
Q1 		$2M Sell
78,422
-28,948
-27% -$720K 0.18% 98
2024
Q4 		$2.53M Buy
107,370
+17,029
+19% +$427K 0.22% 87
2024
Q3 		$2.18M Buy
90,341
+52,203
+137% +$1.28M 0.21% 97
2024
Q2 		$957K Buy
38,138
+1,705
+5% +$43.6K 0.1% 197
2024
Q1 		$943K Sell
36,433
-28,623
-44% -$674K 0.11% 190
2023
Q4 		$1.5M Sell
65,056
-11,630
-15% -$274K 0.19% 119
2023
Q3 		$1.91M Buy
76,686
+32,012
+72% +$769K 0.26% 77
2023
Q2 		$990K Buy
44,674
+3,216
+8% +$71K 0.14% 158
2023
Q1 		$925K Sell
41,458
-14,124
-25% -$329K 0.15% 153
2022
Q4 		$1.33M Sell
55,582
-23
-0% -$549 0.26% 102
2022
Q3 		$1.1M Buy
55,605
+869
+2% +$18K 0.23% 116
2022
Q2 		$1.06M Sell
54,736
-23,189
-30% -$507K 0.22% 118
2022
Q1 		$1.65M Sell
77,925
-1,350
-2% -$25.4K 0.3% 90
2021
Q4 		$1.46M Sell
79,275
-13,630
-15% -$212K 0.24% 106
2021
Q3 		$1.24M Hold
92,905
– – 0.22% 114
2021
Q2 		$1.24M Buy
92,905
+12,741
+16% +$180K 0.22% 114
2021
Q1 		$1.06M Buy
80,164
+4,219
+6% +$52.6K 0.21% 131
2020
Q4 		$771K Buy
75,945
+24,455
+47% +$224K 0.16% 157
2020
Q3 		$407K Buy
+51,490
New +$482K 0.11% 221
2019
Q2 		– Sell
-13,000
Closed -$235K – 263
2019
Q1 		$235K Buy
+13,000
New +$228K 0.12% 207

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

Sunbelt Securities's FENY Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.1% in Q1 2026, selling an estimated $18.5K and leaving 57,501 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #147.

Sunbelt Securities first reported a position in FENY in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.56M in Q2 2025. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Sunbelt Securities held 57,501 shares of Fidelity MSCI Energy Index ETF worth $1.96M as of Q1 2026.
  • Sunbelt Securities sold 623 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $18.5K.
  • Fidelity MSCI Energy Index ETF made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #147 holding.
  • Sunbelt Securities first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and has held it in 24 quarters since.
  • Sunbelt Securities's Fidelity MSCI Energy Index ETF position peaked at $2.56M in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.