Wealth Quarterback
FENY icon

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
Q3 		$3.56M Buy
104,969
+4,765
+5% +$160K 1.08% 21
2026
Q2 		$2.96M Buy
100,204
+14,495
+17% +$462K 0.91% 23
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

Scheeler Financial LLC
Scheeler Financial LLC West Chester, Ohio $132M AUM
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Southern Capital Advisors
Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wealth Quarterback's FENY Position: Q3 2026 in Review

Wealth Quarterback increased its Fidelity MSCI Energy Index ETF (FENY) stake by 4.8% in Q3 2026, buying an estimated $160K and bringing the position to 104,969 shares worth $3.56M. The position accounts for 1.08% of the portfolio, ranked #21.

Wealth Quarterback first reported a position in FENY in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.54M in Q2 2022. 68 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Wealth Quarterback held 104,969 shares of Fidelity MSCI Energy Index ETF worth $3.56M as of Q3 2026.
  • Wealth Quarterback bought 4,765 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $160K.
  • Fidelity MSCI Energy Index ETF made up 1.08% of Wealth Quarterback's portfolio in Q3 2026, its #21 holding.
  • Wealth Quarterback first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Wealth Quarterback's Fidelity MSCI Energy Index ETF position peaked at $5.54M in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.