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FENY icon

Sweeney & Michel’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sweeney & Michel’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 		$438K Sell
13,699
-3,222
-19% -$103K 0.11% 108
2026
Q1 		$540K Sell
16,921
-1,345
-7% -$40K 0.16% 84
2025
Q4 		$555K Buy
18,266
+1,384
+8% +$34.2K 0.16% 85
2025
Q3 		$399K Buy
16,882
+2,043
+14% +$49.4K 0.13% 98
2025
Q2 		$365K Sell
14,839
-969
-6% -$22.2K 0.13% 99
2025
Q1 		$329K Buy
+15,808
New +$393K 0.14% 93
2024
Q3 		$282K Buy
11,400
+1,100
+11% +$27K 0.11% 101
2024
Q2 		$252K Buy
10,300
+300
+3% +$7.67K 0.11% 100
2024
Q1 		$258K Buy
+10,000
New +$235K 0.11% 98

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

Sweeney & Michel's FENY Position: Q2 2026 in Review

Sweeney & Michel reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 19% in Q2 2026, selling an estimated $103K and leaving 13,699 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #108.

Sweeney & Michel first reported a position in FENY in Q1 2024 and has held it in 9 quarters since. The position peaked at $555K in Q4 2025. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Sweeney & Michel held 13,699 shares of Fidelity MSCI Energy Index ETF worth $438K as of Q2 2026.
  • Sweeney & Michel sold 3,222 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $103K.
  • Fidelity MSCI Energy Index ETF made up 0.11% of Sweeney & Michel's portfolio in Q2 2026, its #108 holding.
  • Sweeney & Michel first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 9 quarters since.
  • Sweeney & Michel's Fidelity MSCI Energy Index ETF position peaked at $555K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.