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Visionary Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Visionary Wealth 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
2025
Q2 		– Sell
-21,904
Closed -$560K – 575
2025
Q1 		$560K Buy
21,904
+69
+0.3% +$1.72K 0.03% 327
2024
Q4 		$521K Buy
21,835
+844
+4% +$21.1K 0.03% 346
2024
Q3 		$505K Buy
20,991
+2,504
+14% +$61.5K 0.03% 343
2024
Q2 		$464K Buy
+18,487
New +$473K 0.03% 339

Other funds holding FENY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Wealth Advisors's FENY Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 21,904 shares — an estimated $560K sold.

Visionary Wealth Advisors first reported a position in FENY in Q2 2024 and held it in 4 quarters. The position peaked at $560K in Q1 2025. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 21,904 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $560K.
  • Visionary Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 4 quarters.
  • Visionary Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $560K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.