UBS Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.96M | Buy |
99,971
+18,484
| +23% | +$589K | ﹤0.01% | 4713 |
|
|
2026
Q1 | $2.77M | Sell |
81,487
-75,307
| -48% | -$2.24M | ﹤0.01% | 4670 |
|
|
2025
Q4 | $3.88M | Buy |
156,794
+74,229
| +90% | +$1.83M | ﹤0.01% | 4287 |
|
|
2025
Q3 | $2.04M | Buy |
82,565
+7,584
| +10% | +$183K | ﹤0.01% | 4931 |
|
|
2025
Q2 | $1.76M | Sell |
74,981
-227,466
| -75% | -$5.21M | ﹤0.01% | 4950 |
|
|
2025
Q1 | $7.73M | Buy |
302,447
+12,946
| +4% | +$322K | ﹤0.01% | 3325 |
|
|
2024
Q4 | $6.9M | Sell |
289,501
-6,039
| -2% | -$151K | ﹤0.01% | 3481 |
|
|
2024
Q3 | $7.12M | Buy |
295,540
+8,614
| +3% | +$212K | ﹤0.01% | 2719 |
|
|
2024
Q2 | $7.2M | Sell |
286,926
-9,702
| -3% | -$248K | ﹤0.01% | 2514 |
|
|
2024
Q1 | $7.67M | Sell |
296,628
-4,314
| -1% | -$102K | ﹤0.01% | 2520 |
|
|
2023
Q4 | $6.93M | Sell |
300,942
-3,277
| -1% | -$77.2K | ﹤0.01% | 2427 |
|
|
2023
Q3 | $7.58M | Buy |
304,219
+49,409
| +19% | +$1.19M | ﹤0.01% | 2206 |
|
|
2023
Q2 | $5.65M | Buy |
254,810
+197,030
| +341% | +$4.35M | ﹤0.01% | 2464 |
|
|
2023
Q1 | $1.3M | Sell |
57,780
-16,979
| -23% | -$395K | ﹤0.01% | 3868 |
|
|
2022
Q4 | $1.78M | Sell |
74,759
-62,391
| -45% | -$1.49M | ﹤0.01% | 3505 |
|
|
2022
Q3 | $2.72M | Buy |
137,150
+41,457
| +43% | +$860K | ﹤0.01% | 2879 |
|
|
2022
Q2 | $1.86M | Sell |
95,693
-11,277
| -11% | -$246K | ﹤0.01% | 3217 |
|
|
2022
Q1 | $2.24M | Buy |
106,970
+16,615
| +18% | +$312K | ﹤0.01% | 3326 |
|
|
2021
Q4 | $1.37M | Sell |
90,355
-5,084
| -5% | -$78.9K | ﹤0.01% | 4099 |
|
|
2021
Q3 | $1.38M | Buy |
95,439
+884
| +0.9% | +$12K | ﹤0.01% | 3905 |
|
|
2021
Q2 | $1.4M | Buy |
94,555
+397
| +0.4% | +$5.6K | ﹤0.01% | 3898 |
|
|
2021
Q1 | $1.25M | Buy |
94,158
+38,499
| +69% | +$480K | ﹤0.01% | 4032 |
|
|
2020
Q4 | $565K | Sell |
55,659
-1,201
| -2% | -$11K | ﹤0.01% | 4509 |
|
|
2020
Q3 | $449K | Buy |
56,860
+27,626
| +94% | +$258K | ﹤0.01% | 4279 |
|
|
2020
Q2 | $290K | Buy |
29,234
+18,759
| +179% | +$182K | ﹤0.01% | 4537 |
|
|
2020
Q1 | $79K | Buy |
10,475
+5,491
| +110% | +$68.7K | ﹤0.01% | 5475 |
|
|
2019
Q4 | $80K | Sell |
4,984
-569
| -10% | -$8.92K | ﹤0.01% | 6110 |
|
|
2019
Q3 | $87K | Sell |
5,553
-5,375
| -49% | -$86.9K | ﹤0.01% | 5845 |
|
|
2019
Q2 | $188K | Buy |
10,928
+1,495
| +16% | +$26K | ﹤0.01% | 4952 |
|
|
2019
Q1 | $171K | Sell |
9,433
-26
| -0.3% | -$457 | ﹤0.01% | 4711 |
|
|
2018
Q4 | $148K | Sell |
9,459
-3,915
| -29% | -$72.6K | ﹤0.01% | 5193 |
|
|
2018
Q3 | $284K | Buy |
13,374
+2,876
| +27% | +$60.3K | ﹤0.01% | 4801 |
|
|
2018
Q2 | $223K | Sell |
10,498
-3,174
| -23% | -$65.7K | ﹤0.01% | 4862 |
|
|
2018
Q1 | $256K | Sell |
13,672
-4,671
| -25% | -$91.5K | ﹤0.01% | 4623 |
|
|
2017
Q4 | $368K | Buy |
18,343
+13,380
| +270% | +$255K | ﹤0.01% | 4506 |
|
|
2017
Q3 | $94K | Sell |
4,963
-5,888
| -54% | -$106K | ﹤0.01% | 5351 |
|
|
2017
Q2 | $195K | Sell |
10,851
-100
| -0.9% | -$1.87K | ﹤0.01% | 4758 |
|
|
2017
Q1 | $215K | Buy |
10,951
+5,714
| +109% | +$116K | ﹤0.01% | 4611 |
|
|
2016
Q4 | $111K | Buy |
5,237
+3,977
| +316% | +$80.7K | ﹤0.01% | 5219 |
|
|
2016
Q3 | $25K | Buy |
1,260
+460
| +58% | +$8.89K | ﹤0.01% | 6093 |
|
|
2016
Q2 | $16K | Sell |
800
-5,100
| -86% | -$95.6K | ﹤0.01% | 6460 |
|
|
2016
Q1 | $104K | Buy |
5,900
+3,396
| +136% | +$55.8K | ﹤0.01% | 4949 |
|
|
2015
Q4 | $43K | Sell |
2,504
-26,425
| -91% | -$494K | ﹤0.01% | 5946 |
|
|
2015
Q3 | $503K | Buy |
28,929
+2,818
| +11% | +$54K | ﹤0.01% | 3894 |
|
|
2015
Q2 | $563K | Buy |
26,111
+334
| +1% | +$7.62K | ﹤0.01% | 4013 |
|
|
2015
Q1 | $572K | Buy |
+25,777
| New | +$575K | ﹤0.01% | 4033 |
|
Other funds holding FENY
AM
UBS Group's FENY Position: Q2 2026 in Review
UBS Group increased its Fidelity MSCI Energy Index ETF (FENY) stake by 23% in Q2 2026, buying an estimated $589K and bringing the position to 99,971 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #4713.
UBS Group first reported a position in FENY in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.73M in Q1 2025. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.
- UBS Group held 99,971 shares of Fidelity MSCI Energy Index ETF worth $2.96M as of Q2 2026.
- UBS Group bought 18,484 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $589K.
- Fidelity MSCI Energy Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4713 holding.
- UBS Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2015 and has held it in 46 quarters since.
- UBS Group's Fidelity MSCI Energy Index ETF position peaked at $7.73M in Q1 2025.
- 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.