MWA
TNGY

Medallion Wealth Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Medallion Wealth Advisors’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 		$165K Buy
16,963
+200
+1% +$2.02K 0.05% 264
2026
Q1 		$175K Buy
16,763
+391
+2% +$3.83K 0.06% 269
2025
Q4 		$148K Hold
16,372
– – 0.05% 286
2025
Q3 		$148K Buy
16,372
+204
+1% +$1.84K 0.05% 278
2025
Q2 		$145K Buy
+16,168
New +$148K 0.06% 283

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
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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Medallion Wealth Advisors's TNGY Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Tortoise Energy ETF (TNGY) stake by 1.2% in Q2 2026, buying an estimated $2.02K and bringing the position to 16,963 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #264.

Medallion Wealth Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $175K in Q1 2026. 89 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Medallion Wealth Advisors held 16,963 shares of Tortoise Energy ETF worth $165K as of Q2 2026.
  • Medallion Wealth Advisors bought 200 Tortoise Energy ETF shares in Q2 2026, an estimated $2.02K.
  • Tortoise Energy ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Medallion Wealth Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Tortoise Energy ETF position peaked at $175K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.