LPL Financial
TNGY

LPL Financial’s Tortoise Energy ETF TNGY Stock Holding History

LPL Financial’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
Q1 		$5.92M Buy
567,510
+381,824
+206% +$3.75M ﹤0.01% 2477
2025
Q4 		$1.68M Buy
185,686
+6,893
+4% +$62.8K ﹤0.01% 3560
2025
Q3 		$1.62M Buy
178,793
+195
+0.1% +$1.76K ﹤0.01% 3509
2025
Q2 		$1.64M Buy
+178,598
New +$1.63M ﹤0.01% 3314

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

LPL Financial's TNGY Position: Q1 2026 in Review

LPL Financial increased its Tortoise Energy ETF (TNGY) stake by 206% in Q1 2026, buying an estimated $3.75M and bringing the position to 567,510 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

LPL Financial first reported a position in TNGY in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

  • LPL Financial held 567,510 shares of Tortoise Energy ETF worth $5.92M as of Q1 2026.
  • LPL Financial bought 381,824 Tortoise Energy ETF shares in Q1 2026, an estimated $3.75M.
  • Tortoise Energy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2477 holding.
  • LPL Financial first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.