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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
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% +$9.74K 1.23% 24
2023
Q1 		$1.58M Buy
+70,251
New +$1.64M 1.31% 24

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Yoder Wealth Management's FENY Position: Q1 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 7.7% in Q1 2026, selling an estimated $277K and leaving 112,557 shares worth $3.83M. The position accounts for 1.75% of the portfolio, ranked #17.

Yoder Wealth Management first reported a position in FENY in Q1 2023 and has held it in 13 quarters since. 257 funds tracked by Wall St. Rank hold FENY as of Q1 2026.

  • Yoder Wealth Management held 112,557 shares of Fidelity MSCI Energy Index ETF worth $3.83M as of Q1 2026.
  • Yoder Wealth Management sold 9,327 Fidelity MSCI Energy Index ETF shares in Q1 2026, an estimated $277K.
  • Fidelity MSCI Energy Index ETF made up 1.75% of Yoder Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.