Atlanta Consulting Group Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Atlanta Consulting Group Advisors’s Portfolio TNGY Stock Details TNGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Hold	96,000	–	–	0.22%	60
2025 Q4	$879K	Hold	96,000	–	–	0.2%	61
2025 Q3	$871K	Hold	96,000	–	–	0.21%	59
2025 Q2	$881K	Buy	+96,000	New	+$877K	0.24%	50

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlanta Consulting Group Advisors's TNGY Position: Q1 2026 in Review

Atlanta Consulting Group Advisors held its Tortoise Energy ETF (TNGY) position steady in Q1 2026 at 96,000 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #60.

Atlanta Consulting Group Advisors first reported a position in TNGY in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

Atlanta Consulting Group Advisors held 96,000 shares of Tortoise Energy ETF worth $1M as of Q1 2026.
Atlanta Consulting Group Advisors left its Tortoise Energy ETF share count unchanged in Q1 2026.
Tortoise Energy ETF made up 0.22% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #60 holding.
Atlanta Consulting Group Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.