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 Q3	$465K	Buy	13,724 +25	+0.2%	+$840	0.12%	102
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

Scheeler Financial LLC West Chester, Ohio $132M AUM

Gimbal Financial Carmel, Indiana $172M AUM

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Sweeney & Michel's FENY Position: Q3 2026 in Review

Sweeney & Michel increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.18% in Q3 2026, buying an estimated $840 and bringing the position to 13,724 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #102.

Sweeney & Michel first reported a position in FENY in Q1 2024 and has held it in 10 quarters since. The position peaked at $555K in Q4 2025. 73 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

Sweeney & Michel held 13,724 shares of Fidelity MSCI Energy Index ETF worth $465K as of Q3 2026.
Sweeney & Michel bought 25 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $840.
Fidelity MSCI Energy Index ETF made up 0.12% of Sweeney & Michel's portfolio in Q3 2026, its #102 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 10 quarters since.
Sweeney & Michel's Fidelity MSCI Energy Index ETF position peaked at $555K in Q4 2025.
73 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.