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In Q3 2025, Guerra Advisors sold most of its FENY shares, while Syntax Research bought a new stake, as the energy ETF traded around $28.28 in early 2026.
In the third quarter of 2025, Guerra Advisors Inc. cut its stake in the Fidelity MSCI Energy Index ETF (FENY) by 74.5%, selling 187,897 shares and holding 64,180 shares worth about $1.59 million.
Meanwhile, Syntax Research Inc. acquired 76,986 shares of FENY, investing roughly $1.9 million, bringing its ownership to about 0.14% of the ETF.
FENY, launched in 2013, tracks U.S. energy companies, has a market cap of $1.5 billion, a P/E ratio of 15.17, and a beta of 0.77, indicating lower volatility.
As of early February 2026, its share price opened at $28.28, with a 52-week range of $20.31 to $28.65.
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En el tercer trimestre de 2025, Guerra Advisors vendió la mayor parte de sus acciones de FENY, mientras que Syntax Research compró una nueva participación, ya que el ETF de energía cotizaba alrededor de $ 28.28 a principios de 2026.