Morgan Stanley
TNGY

Morgan Stanley’s Tortoise Energy ETF TNGY Stock Holding History

Morgan Stanley’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 		$1.15M Sell
110,068
-10,148
-8% -$99.5K ﹤0.01% 5063
2025
Q4 		$1.09M Buy
120,216
+1,977
+2% +$18K ﹤0.01% 5142
2025
Q3 		$1.07M Buy
118,239
+7,730
+7% +$69.8K ﹤0.01% 5139
2025
Q2 		$1.01M Buy
+110,509
New +$1.01M ﹤0.01% 5096

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley's TNGY Position: Q1 2026 in Review

Morgan Stanley reduced its Tortoise Energy ETF (TNGY) stake by 8.4% in Q1 2026, selling an estimated $99.5K and leaving 110,068 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #5063.

Morgan Stanley 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.

  • Morgan Stanley held 110,068 shares of Tortoise Energy ETF worth $1.15M as of Q1 2026.
  • Morgan Stanley sold 10,148 Tortoise Energy ETF shares in Q1 2026, an estimated $99.5K.
  • Tortoise Energy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5063 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.