Transamerica Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Transamerica Financial Advisors’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	$2.94M	Buy	99,557 +78,926	+383%	+$2.51M	0.25%	98
2026 Q1	$702K	Buy	20,631 +14,055	+214%	+$418K	0.06%	253
2025 Q4	$163K	Buy	6,576 +2,907	+79%	+$71.8K	0.01%	391
2025 Q3	$90.7K	Buy	+3,669	New	+$88.8K	0.01%	417

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Transamerica Financial Advisors's FENY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 383% in Q2 2026, buying an estimated $2.51M and bringing the position to 99,557 shares worth $2.94M. The position accounts for 0.25% of the portfolio, ranked #98.

Transamerica Financial Advisors first reported a position in FENY in Q3 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Transamerica Financial Advisors held 99,557 shares of Fidelity MSCI Energy Index ETF worth $2.94M as of Q2 2026.
Transamerica Financial Advisors bought 78,926 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $2.51M.
Fidelity MSCI Energy Index ETF made up 0.25% of Transamerica Financial Advisors's portfolio in Q2 2026, its #98 holding.
Transamerica Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and has held it in 4 quarters since.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.