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

Wealth Quarterback’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 		$2.92M Sell
85,709
-4,989
-6% -$148K 1.15% 20
2025
Q4 		$2.25M Buy
90,698
+4,967
+6% +$123K 0.81% 21
2025
Q3 		$2.12M Buy
85,731
+4,952
+6% +$120K 0.82% 25
2025
Q2 		$1.89M Sell
80,779
-9,094
-10% -$208K 0.9% 26
2025
Q1 		$2.3M Sell
89,873
-77,591
-46% -$1.93M 1.29% 12
2024
Q4 		$3.99M Sell
167,464
-5,204
-3% -$130K 1.87% 9
2024
Q3 		$4.16M Buy
172,668
+3,476
+2% +$85.4K 2.16% 9
2024
Q2 		$4.25M Sell
169,192
-9,507
-5% -$243K 2.41% 7
2024
Q1 		$4.62M Buy
178,699
+23,725
+15% +$559K 2.58% 9
2023
Q4 		$3.57M Buy
154,974
+19,498
+14% +$459K 2.18% 10
2023
Q3 		$3.37M Sell
135,476
-3,663
-3% -$88K 2.92% 11
2023
Q2 		$3.08M Buy
139,139
+18,042
+15% +$399K 2.14% 11
2023
Q1 		$2.72M Buy
121,097
+2,915
+2% +$67.9K 2.31% 12
2022
Q4 		$2.82M Sell
118,182
-126,536
-52% -$3.02M 2.34% 13
2022
Q3 		$4.86M Sell
244,718
-40,734
-14% -$845K 5.17% 4
2022
Q2 		$5.54M Buy
+285,452
New +$6.24M 4.32% 5
2021
Q3 		$1.35M Sell
93,569
-3,651
-4% -$49.5K 0.9% 17
2021
Q2 		$1.43M Buy
+97,220
New +$1.37M 0.87% 19

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Wealth Quarterback's FENY Position: Q1 2026 in Review

Wealth Quarterback reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 5.5% in Q1 2026, selling an estimated $148K and leaving 85,709 shares worth $2.92M. The position accounts for 1.15% of the portfolio, ranked #20.

Wealth Quarterback first reported a position in FENY in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.54M in Q2 2022. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Wealth Quarterback held 85,709 shares of Fidelity MSCI Energy Index ETF worth $2.92M as of Q1 2026.
  • Wealth Quarterback sold 4,989 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $148K.
  • Fidelity MSCI Energy Index ETF made up 1.15% of Wealth Quarterback's portfolio in Q1 2026, its #20 holding.
  • Wealth Quarterback first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and has held it in 18 quarters since.
  • Wealth Quarterback's Fidelity MSCI Energy Index ETF position peaked at $5.54M in Q2 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.