DWM
TNGY

Drive Wealth Management’s Tortoise Energy ETF TNGY Stock Holding History

Drive Wealth Management’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 		$138K Sell
14,193
-1,188
-8% -$12K 0.02% 443
2026
Q1 		$160K Sell
15,381
-1,413
-8% -$13.9K 0.03% 360
2025
Q4 		$154K Sell
16,794
-2,090
-11% -$19K 0.03% 363
2025
Q3 		$171K Sell
18,884
-408
-2% -$3.69K 0.04% 345
2025
Q2 		$177K Buy
+19,292
New +$176K 0.04% 325

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Drive Wealth Management's TNGY Position: Q2 2026 in Review

Drive Wealth Management reduced its Tortoise Energy ETF (TNGY) stake by 7.7% in Q2 2026, selling an estimated $12K and leaving 14,193 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #443.

Drive Wealth Management first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $177K in Q2 2025. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Drive Wealth Management held 14,193 shares of Tortoise Energy ETF worth $138K as of Q2 2026.
  • Drive Wealth Management sold 1,188 Tortoise Energy ETF shares in Q2 2026, an estimated $12K.
  • Tortoise Energy ETF made up 0.02% of Drive Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Drive Wealth Management first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Drive Wealth Management's Tortoise Energy ETF position peaked at $177K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.