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FENYFENY
Showing 8 of 17 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIDELITY MSCI ENERGY ETF

Steward Partners Investment Advisory, LLC holds 157,926 shares of FENY (FIDELITY MSCI ENERGY ETF), worth $4.7M as of 2026-Q2. The position was increased (+21.6% shares). FENY represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.7M

Current Shares

157,926

Total Value Change

+$4.2M

Total Shares Change

+139,415

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
157,926
+21.6%
$4.7M0.0%$29.56
32
2026-Q1
Increased
129,903
+10.2%
$4.4M0.0%$31.33
30
2025-Q4
Decreased
117,916
-0.3%
$2.9M0.0%$24.92
0
2025-Q3
Increased
118,235
+8.4%
$2.9M0.0%$24.79
29
2025-Q2
Increased
109,025
+571.6%
$2.6M0.0%$23.21
42
2025-Q1
Decreased
16,234
-2.3%
$414,7790.0%$24.67
0
2024-Q4
Decreased
16,616
-10.2%
$396,1250.0%$22.82
0
2024-Q3
Decreased
18,511
-64.0%
$445,7450.0%$23.01
0

Other major holders of FENY: FMR LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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