Creative Planning
TNGY

Creative Planning’s Tortoise Energy ETF TNGY Stock Holding History

Creative Planning’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 		$572K Hold
54,863
– – ﹤0.01% 2920
2025
Q4 		$496K Hold
54,863
– – ﹤0.01% 2855
2025
Q3 		$498K Hold
54,863
– – ﹤0.01% 2727
2025
Q2 		$503K Buy
+54,863
New +$501K ﹤0.01% 2470

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

Creative Planning's TNGY Position: Q1 2026 in Review

Creative Planning held its Tortoise Energy ETF (TNGY) position steady in Q1 2026 at 54,863 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Creative Planning 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.

  • Creative Planning held 54,863 shares of Tortoise Energy ETF worth $572K as of Q1 2026.
  • Creative Planning left its Tortoise Energy ETF share count unchanged in Q1 2026.
  • Tortoise Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2920 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.