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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$311K Sell
10,523
-9,517
-47% -$303K 0.01% 823
2026
Q1
$682K Buy
+20,040
New +$596K 0.03% 555
2024
Q4
Sell
-41,219
Closed -$993K 689
2024
Q3
$993K Buy
+41,219
New +$1.01M 0.06% 318
2024
Q1
Sell
-43,684
Closed -$1.01M 667
2023
Q4
$1.01M Sell
43,684
-729
-2% -$17.2K 0.07% 277
2023
Q3
$1.11M Sell
44,413
-112
-0.3% -$2.69K 0.09% 226
2023
Q2
$987K Sell
44,525
-859
-2% -$19K 0.08% 249
2023
Q1
$1.02M Sell
45,384
-643
-1% -$15K 0.09% 228
2022
Q4
$1.1M Sell
46,027
-1,146
-2% -$27.4K 0.11% 201
2022
Q3
$1.14M Buy
47,173
+1,046
+2% +$21.7K 0.07% 278
2022
Q2
$887K Buy
46,127
+3,103
+7% +$67.8K 0.05% 329
2022
Q1
$901K Buy
+43,024
New +$809K 0.04% 355
2021
Q2
$240K Buy
+16,287
New +$230K 0.02% 551

Other funds holding FENY

Western Wealth Management's FENY Position: Q2 2026 in Review

Western Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 47% in Q2 2026, selling an estimated $303K and leaving 10,523 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #823.

Western Wealth Management first reported a position in FENY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2022. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Western Wealth Management held 10,523 shares of Fidelity MSCI Energy Index ETF worth $311K as of Q2 2026.
  • Western Wealth Management sold 9,517 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $303K.
  • Fidelity MSCI Energy Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #823 holding.
  • Western Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and has held it in 12 quarters since.
  • Western Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $1.14M in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.