YWM
FENY icon

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

Yoder 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
Q3 		$3.35M Sell
98,811
-2,205
-2% -$74.1K 1.26% 23
2026
Q2 		$2.99M Sell
101,016
-11,541
-10% -$368K 1.17% 24
2026
Q1 		$3.83M Sell
112,557
-9,327
-8% -$277K 1.75% 17
2025
Q4 		$3.02M Buy
121,884
+10,443
+9% +$258K 1.37% 22
2025
Q3 		$2.75M Buy
111,441
+3,590
+3% +$86.9K 1.3% 23
2025
Q2 		$2.53M Buy
107,851
+2,893
+3% +$66.3K 1.32% 25
2025
Q1 		$2.68M Buy
104,958
+2,960
+3% +$73.6K 1.51% 23
2024
Q4 		$2.43M Buy
101,998
+6,127
+6% +$153K 1.34% 25
2024
Q3 		$2.31M Buy
95,871
+4,514
+5% +$111K 1.39% 23
2024
Q2 		$2.29M Buy
91,357
+4,957
+6% +$127K 1.48% 21
2024
Q1 		$2.24M Buy
86,400
+13,127
+18% +$309K 1.46% 22
2023
Q4 		$1.69M Buy
73,273
+2,586
+4% +$60.9K 1.19% 25
2023
Q3 		$1.76M Sell
70,687
-5
-0% -$120 1.45% 22
2023
Q2 		$1.57M Buy
70,692
+441
+0.6% +$9.7K 1.23% 24
2023
Q1 		$1.58M Buy
+70,251
New +$1.64M 1.31% 24

Other funds holding FENY

SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GF
Gimbal Financial Carmel, Indiana $172M AUM
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Yoder Wealth Management's FENY Position: Q3 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 2.2% in Q3 2026, selling an estimated $74.1K and leaving 98,811 shares worth $3.35M. The position accounts for 1.26% of the portfolio, ranked #23.

Yoder Wealth Management first reported a position in FENY in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.83M in Q1 2026. 43 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Yoder Wealth Management held 98,811 shares of Fidelity MSCI Energy Index ETF worth $3.35M as of Q3 2026.
  • Yoder Wealth Management sold 2,205 Fidelity MSCI Energy Index ETF shares in Q3 2026, an estimated $74.1K.
  • Fidelity MSCI Energy Index ETF made up 1.26% of Yoder Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $3.83M in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.