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

Wilkins Miller Wealth Management’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	$468K	Buy	15,835 +29	+0.2%	+$924	0.26%	64
2026 Q1	$538K	Buy	15,806 +85	+0.5%	+$2.53K	0.33%	57
2025 Q4	$389K	Buy	15,721 +879	+6%	+$21.7K	0.23%	65
2025 Q3	$367K	Buy	14,842 +3,031	+26%	+$73.3K	0.23%	67
2025 Q2	$277K	Buy	11,811 +109	+0.9%	+$2.5K	0.19%	75
2025 Q1	$299K	Sell	11,702 -1,558	-12%	-$38.7K	0.22%	68
2024 Q4	$316K	Buy	+13,260	New	+$332K	0.33%	53

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 22.9% 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

Wilkins Miller Wealth Management's FENY Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 0.18% in Q2 2026, buying an estimated $924 and bringing the position to 15,835 shares worth $468K. The position accounts for 0.26% of the portfolio, ranked #64.

Wilkins Miller Wealth Management first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Wilkins Miller Wealth Management held 15,835 shares of Fidelity MSCI Energy Index ETF worth $468K as of Q2 2026.
Wilkins Miller Wealth Management bought 29 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $924.
Fidelity MSCI Energy Index ETF made up 0.26% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #64 holding.
Wilkins Miller Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $538K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.