SM
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
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 $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $376B 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 $93.4B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return