Question 1

How many shares of FENY does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 199,290 shares of FENY (FIDELITY MSCI ENERGY ETF).

Question 2

What is Kestra Advisory Services, LLC's FENY position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's FENY position is worth $5.9M.

Question 3

Is Kestra Advisory Services, LLC buying or selling FENY?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC increased their FENY position (+5.4% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy FENY?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in FENY in 2020-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	199,290	+5.4%	$5.9M	0.0%	$29.56	29
2026-Q1	Increased	189,088	+10.3%	$6.4M	0.0%	$31.33	30
2025-Q4	Increased	171,424	+0.8%	$4.2M	0.0%	$24.92	27
2025-Q3	Decreased	170,153	-36.4%	$4.2M	0.0%	$24.79	0
2025-Q2	Increased	267,576	+21.4%	$6.3M	0.0%	$23.21	33
2025-Q1	Decreased	220,453	-0.6%	$5.6M	0.0%	$24.67	0
2024-Q4	Decreased	221,850	-64.2%	$5.3M	0.0%	$22.82	0
2024-Q3	Decreased	619,049	-6.6%	$14.9M	0.1%	$23.01	0
2024-Q2	Increased	662,820	+11.8%	$16.3M	0.1%	$23.93	32
2024-Q1	Increased	592,988	+3.3%	$15.3M	0.1%	$24.49	35
2023-Q4	Increased	574,299	+3.0%	$13.2M	0.1%	$21.66	34
2023-Q3	Decreased	557,659	-28.9%	$13.9M	0.1%	$23.21	0
2023-Q2	Increased	784,092	+0.0%	$17.4M	0.2%	$20.37	34
2023-Q1	Increased	783,862	+229.6%	$17.6M	0.2%	$20.47	55
2022-Q4	Decreased	237,849	-34.8%	$5.7M	0.1%	$21.67	0
2022-Q3	Increased	364,973	+83.6%	$7.2M	0.1%	$18.03	42
2022-Q2	Increased	198,799	+10.9%	$3.9M	0.0%	$17.72	30
2022-Q1	Decreased	179,325	-69.2%	$3.8M	0.0%	$18.72	0
2021-Q4	Increased	581,196	+356.7%	$8.8M	0.1%	$13.26	44
2021-Q3	Decreased	127,255	-81.9%	$1.8M	0.0%	$12.67	0
2021-Q2	Decreased	701,947	-5.0%	$10.4M	0.1%	$12.51	0
2021-Q1	Increased	738,648	+229.1%	$9.8M	0.1%	$11.35	53
2020-Q4	Increased	224,433	+245.2%	$2.3M	0.0%	$8.62	42
2020-Q3	New	65,022	-	$528,000	0.0%	$6.63	33

FENY24 quarters

FENY
24 quarters