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 Q2	$932K	Hold	96,000	–	–	0.15%	90
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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Atlanta Consulting Group Advisors's TNGY Position: Q2 2026 in Review

Atlanta Consulting Group Advisors held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 96,000 shares worth $932K. The position accounts for 0.15% of the portfolio, ranked #90.

Atlanta Consulting Group Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q1 2026. 89 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Atlanta Consulting Group Advisors held 96,000 shares of Tortoise Energy ETF worth $932K as of Q2 2026.
Atlanta Consulting Group Advisors left its Tortoise Energy ETF share count unchanged in Q2 2026.
Tortoise Energy ETF made up 0.15% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #90 holding.
Atlanta Consulting Group Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Atlanta Consulting Group Advisors's Tortoise Energy ETF position peaked at $1M in Q1 2026.
89 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.