FENY FIDELITY MSCI ENERGY IDX

Ownership history in VICUS CAPITAL  ·  36 quarters on record

AI Ownership Summary

VICUS CAPITAL reported FIDELITY MSCI ENERGY IDX (FENY) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.01% in 2026 Q1. The latest visible filing shows FENY at 2.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FENY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VICUS CAPITAL's position in FIDELITY MSCI ENERGY IDX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FENY was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VICUS CAPITAL held FENY — position size vs. price
% of Fund (quarterly)    FENY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 803,382 +774,596 +2690.9% 2.01% $27.3M 2026-04-22 $31.62
2025 Q4 REDUCED 28,786 -2,458 -7.9% 0.05% $713K 2026-01-22 $26.97
2025 Q3 ADDED 31,244 +188 +0.6% 0.06% $772K 2025-10-24 $24.15
2025 Q2 ADDED 31,056 +208 +0.7% 0.06% $728K 2025-07-18 $23.29
2025 Q1 ADDED 30,848 +522 +1.7% 0.07% $788K 2025-04-17 $21.69
2024 Q4 ADDED 30,326 +2,379 +8.5% 0.06% $723K 2025-01-30 $24.08
2024 Q3 REDUCED 27,947 -2,550 -8.4% 0.06% $673K 2024-10-21 $23.62
2024 Q2 ADDED 30,497 +1,957 +6.9% 0.07% $765K 2024-07-23 $23.67
2024 Q1 REDUCED 28,540 -2,747 -8.8% 0.07% $738K 2024-04-17 $24.24
2023 Q4 REDUCED 31,287 -527,906 -94.4% 0.07% $721K 2024-02-01 $21.36
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VICUS CAPITAL and FENY

These are the practical questions this page is built to answer before you even open the full history table.

How long has VICUS CAPITAL reported owning FENY?

VICUS CAPITAL reported FENY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FENY position in VICUS CAPITAL's portfolio?

The largest reported portfolio weight for FENY was 2.01% in 2026 Q1.

What is the latest reported FENY position on this page?

The most recent filing on this page is 2026 Q1, when VICUS CAPITAL reported 803,382 shares, equal to 2.01% of portfolio, with an estimated market value of $27.3M.

What does the chart on this FENY ownership page compare?

The chart compares VICUS CAPITAL's quarterly FENY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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