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

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return