Wolff Wiese Magana’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wolff Wiese Magana’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	$2.28K	Hold	77	–	–	﹤0.01%	808
2026 Q1	$2.62K	Hold	77	–	–	﹤0.01%	734
2025 Q4	$1.91K	Hold	77	–	–	﹤0.01%	759
2025 Q3	$1.9K	Hold	77	–	–	﹤0.01%	763
2025 Q2	$1.81K	Hold	77	–	–	﹤0.01%	745
2025 Q1	$1.97K	Hold	77	–	–	﹤0.01%	731
2024 Q4	$1.84K	Hold	77	–	–	﹤0.01%	716
2024 Q3	$1.85K	Hold	77	–	–	﹤0.01%	751
2024 Q2	$1.93K	Buy	+77	New	+$1.97K	﹤0.01%	552

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

Wolff Wiese Magana's FENY Position: Q2 2026 in Review

Wolff Wiese Magana held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 77 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Wolff Wiese Magana first reported a position in FENY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.62K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Wolff Wiese Magana held 77 shares of Fidelity MSCI Energy Index ETF worth $2.28K as of Q2 2026.
Wolff Wiese Magana left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #808 holding.
Wolff Wiese Magana first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 9 quarters since.
Wolff Wiese Magana's Fidelity MSCI Energy Index ETF position peaked at $2.62K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.