Legacy Capital Wealth Partners’s Tortoise Energy ETF TNGY Stock Holding History

Legacy Capital Wealth 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	$664K	Buy	68,352 +807	+1%	+$8.16K	0.13%	162
2026 Q1	$704K	Buy	67,545 +1,573	+2%	+$15.4K	0.15%	150
2025 Q4	$596K	Hold	65,972	–	–	0.13%	173
2025 Q3	$598K	Buy	65,972 +823	+1%	+$7.44K	0.13%	170
2025 Q2	$598K	Buy	+65,149	New	+$595K	0.14%	161

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Legacy Capital Wealth Partners's TNGY Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Tortoise Energy ETF (TNGY) stake by 1.2% in Q2 2026, buying an estimated $8.16K and bringing the position to 68,352 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #162.

Legacy Capital Wealth Partners first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $704K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Legacy Capital Wealth Partners held 68,352 shares of Tortoise Energy ETF worth $664K as of Q2 2026.
Legacy Capital Wealth Partners bought 807 Tortoise Energy ETF shares in Q2 2026, an estimated $8.16K.
Tortoise Energy ETF made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #162 holding.
Legacy Capital Wealth Partners first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Legacy Capital Wealth Partners's Tortoise Energy ETF position peaked at $704K in Q1 2026.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.