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Wealthspire Advisors (New York)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-220
Closed -$5.44K – 1658
2025
Q3 		$5.44K Buy
+220
New +$5.32K ﹤0.01% 2301

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthspire Advisors (New York)'s FENY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2025, closing a stake of 220 shares — an estimated $5.44K sold.

Wealthspire Advisors (New York) first reported a position in FENY in Q3 2025 and held it in 1 quarter. The position peaked at $5.44K in Q3 2025. 218 funds tracked by Wall St. Rank hold FENY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 220 Fidelity MSCI Energy Index ETF shares in Q4 2025, an estimated $5.44K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Energy Index ETF position peaked at $5.44K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.