VCI Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

VCI Wealth Management’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	$223K	Sell	6,557 -1,840	-22%	-$54.7K	0.06%	120
2025 Q4	$208K	Sell	8,397 -29,810	-78%	-$736K	0.06%	106
2025 Q3	$944K	Sell	38,207 -2,521	-6%	-$61K	0.29%	88
2025 Q2	$955K	Buy	40,728 +4,217	+12%	+$96.6K	0.33%	77
2025 Q1	$933K	Buy	36,511 +20,609	+130%	+$513K	0.39%	72
2024 Q4	$379K	Buy	15,902 +626	+4%	+$15.7K	0.16%	81
2024 Q3	$368K	Sell	15,276 -19,081	-56%	-$469K	0.16%	85
2024 Q2	$862K	Sell	34,357 -47,704	-58%	-$1.22M	0.43%	55
2024 Q1	$2.12M	Sell	82,061 -13,385	-14%	-$315K	1.44%	19
2023 Q4	$2.2M	Buy	+95,446	New	+$2.25M	1.34%	20

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

VCI Wealth Management's FENY Position: Q1 2026 in Review

VCI Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 22% in Q1 2026, selling an estimated $54.7K and leaving 6,557 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #120.

VCI Wealth Management first reported a position in FENY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2023. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

VCI Wealth Management held 6,557 shares of Fidelity MSCI Energy Index ETF worth $223K as of Q1 2026.
VCI Wealth Management sold 1,840 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $54.7K.
Fidelity MSCI Energy Index ETF made up 0.06% of VCI Wealth Management's portfolio in Q1 2026, its #120 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $2.2M in Q4 2023.
257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.