CIBC Private Wealth Group
TNGY

CIBC Private Wealth Group’s Tortoise Energy ETF TNGY Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$32.2K Hold
3,562
– – ﹤0.01% 1969
2025
Q3 		$32.3K Buy
3,562
+44
+1% +$398 ﹤0.01% 1982
2025
Q2 		$32.3K Buy
+3,518
New +$32.1K ﹤0.01% 1835

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

CIBC Private Wealth Group's TNGY Position: Q4 2025 in Review

CIBC Private Wealth Group held its Tortoise Energy ETF (TNGY) position steady in Q4 2025 at 3,562 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

CIBC Private Wealth Group first reported a position in TNGY in Q2 2025 and has held it in 3 quarters since. The position peaked at $32.3K in Q3 2025. 87 funds tracked by Wall St. Rank hold TNGY as of Q4 2025.

  • CIBC Private Wealth Group held 3,562 shares of Tortoise Energy ETF worth $32.2K as of Q4 2025.
  • CIBC Private Wealth Group left its Tortoise Energy ETF share count unchanged in Q4 2025.
  • Tortoise Energy ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1969 holding.
  • CIBC Private Wealth Group first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Tortoise Energy ETF position peaked at $32.3K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.