Kovitz Investment Group Partners
TNGY

Kovitz Investment Group Partners’s Tortoise Energy ETF TNGY Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-704,530
Closed -$6.39M – 1402
2025
Q3 		$6.39M Buy
+704,530
New +$6.37M 0.02% 414

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Kovitz Investment Group Partners's TNGY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Tortoise Energy ETF (TNGY) in Q4 2025, closing a stake of 704,530 shares — an estimated $6.39M sold.

Kovitz Investment Group Partners first reported a position in TNGY in Q3 2025 and held it in 1 quarter. The position peaked at $6.39M in Q3 2025. 87 funds tracked by Wall St. Rank hold TNGY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Tortoise Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 704,530 Tortoise Energy ETF shares in Q4 2025, an estimated $6.39M.
  • Kovitz Investment Group Partners first reported a position in Tortoise Energy ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Tortoise Energy ETF position peaked at $6.39M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.