IRP
TNGY

Investment Research Partners’s Tortoise Energy ETF TNGY Stock Holding History

Investment Research Partners’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 		$172K Hold
17,750
– – 0.06% 274
2026
Q1 		$185K Hold
17,750
– – 0.08% 238
2025
Q4 		$160K Hold
17,750
– – 0.07% 226
2025
Q3 		$158K Buy
+17,750
New +$160K 0.07% 221

Other funds holding TNGY

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Investment Research Partners's TNGY Position: Q2 2026 in Review

Investment Research Partners held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 17,750 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #274.

Investment Research Partners first reported a position in TNGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $185K in Q1 2026. 60 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Investment Research Partners held 17,750 shares of Tortoise Energy ETF worth $172K as of Q2 2026.
  • Investment Research Partners left its Tortoise Energy ETF share count unchanged in Q2 2026.
  • Tortoise Energy ETF made up 0.06% of Investment Research Partners's portfolio in Q2 2026, its #274 holding.
  • Investment Research Partners first reported a position in Tortoise Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Tortoise Energy ETF position peaked at $185K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.