IIC
TNGY

Integrated Investment Consultants’s Tortoise Energy ETF TNGY Stock Holding History

Integrated Investment Consultants’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 		– Sell
-42,806
Closed -$388K – 348
2025
Q3 		$388K Hold
42,806
– – 0.07% 186
2025
Q2 		$393K Buy
+42,806
New +$391K 0.08% 178

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

Integrated Investment Consultants's TNGY Position: Q4 2025 in Review

Integrated Investment Consultants sold out of Tortoise Energy ETF (TNGY) in Q4 2025, closing a stake of 42,806 shares — an estimated $388K sold.

Integrated Investment Consultants first reported a position in TNGY in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q2 2025. 87 funds tracked by Wall St. Rank hold TNGY as of Q4 2025.

  • Integrated Investment Consultants reported no remaining Tortoise Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 42,806 Tortoise Energy ETF shares in Q4 2025, an estimated $388K.
  • Integrated Investment Consultants first reported a position in Tortoise Energy ETF in Q2 2025 and held it in 2 quarters.
  • Integrated Investment Consultants's Tortoise Energy ETF position peaked at $393K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.