Drive Wealth Management
TNGY icon

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
Q3 		$151K Buy
14,224
+31
+0.2% +$332 0.03% 400
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Drive Wealth Management's TNGY Position: Q3 2026 in Review

Drive Wealth Management increased its Tortoise Energy ETF (TNGY) stake by 0.22% in Q3 2026, buying an estimated $332 and bringing the position to 14,224 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #400.

Drive Wealth Management first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. The position peaked at $177K in Q2 2025. 58 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

  • Drive Wealth Management held 14,224 shares of Tortoise Energy ETF worth $151K as of Q3 2026.
  • Drive Wealth Management bought 31 Tortoise Energy ETF shares in Q3 2026, an estimated $332.
  • Tortoise Energy ETF made up 0.03% of Drive Wealth Management's portfolio in Q3 2026, its #400 holding.
  • Drive Wealth Management first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
  • Drive Wealth Management's Tortoise Energy ETF position peaked at $177K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Drive Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.