MFP
TNGY

Meridian Financial Partners’s Tortoise Energy ETF TNGY Stock Holding History

Meridian Financial 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 		– Sell
-12,373
Closed -$128K – 128
2026
Q1 		$128K Hold
12,373
– – 0.05% 121
2025
Q4 		$114K Hold
12,373
– – 0.05% 118
2025
Q3 		$113K Hold
12,373
– – 0.05% 113
2025
Q2 		$114K Buy
+12,373
New +$113K 0.05% 105

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

Meridian Financial Partners's TNGY Position: Q2 2026 in Review

Meridian Financial Partners sold out of Tortoise Energy ETF (TNGY) in Q2 2026, closing a stake of 12,373 shares — an estimated $128K sold.

Meridian Financial Partners first reported a position in TNGY in Q2 2025 and held it in 4 quarters. The position peaked at $128K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Meridian Financial Partners reported no remaining Tortoise Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Meridian Financial Partners sold 12,373 Tortoise Energy ETF shares in Q2 2026, an estimated $128K.
  • Meridian Financial Partners first reported a position in Tortoise Energy ETF in Q2 2025 and held it in 4 quarters.
  • Meridian Financial Partners's Tortoise Energy ETF position peaked at $128K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.