Wealth Enhancement Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wealth Enhancement Advisory Services’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	$708K	Buy	23,144 +700	+3%	+$22.3K	﹤0.01%	2368
2026 Q1	$742K	Sell	22,444 -3,740	-14%	-$111K	﹤0.01%	2023
2025 Q4	$661K	Buy	26,184 +7,066	+37%	+$174K	﹤0.01%	2271
2025 Q3	$475K	Sell	19,118 -4,019	-17%	-$97.2K	﹤0.01%	2408
2025 Q2	$556K	Buy	23,137 +3,424	+17%	+$78.5K	﹤0.01%	2150
2025 Q1	$504K	Buy	19,713 +4,907	+33%	+$122K	﹤0.01%	2066
2024 Q4	$353K	Sell	14,806 -398	-3%	-$9.97K	﹤0.01%	2245
2024 Q3	$366K	Sell	15,204 -2,169	-12%	-$53.3K	﹤0.01%	2046
2024 Q2	$436K	Buy	17,373 +4,974	+40%	+$127K	﹤0.01%	1733
2024 Q1	$321K	Sell	12,399 -818	-6%	-$19.3K	﹤0.01%	1876
2023 Q4	$305K	Sell	13,217 -367	-3%	-$8.64K	﹤0.01%	1799
2023 Q3	$338K	Buy	+13,584	New	+$326K	﹤0.01%	1665

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 22.96% 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

Wealth Enhancement Advisory Services's FENY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Energy Index ETF (FENY) stake by 3.1% in Q2 2026, buying an estimated $22.3K and bringing the position to 23,144 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Wealth Enhancement Advisory Services first reported a position in FENY in Q3 2023 and has held it in 12 quarters since. The position peaked at $742K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Wealth Enhancement Advisory Services held 23,144 shares of Fidelity MSCI Energy Index ETF worth $708K as of Q2 2026.
Wealth Enhancement Advisory Services bought 700 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $22.3K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2368 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $742K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.