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TNGY

NewEdge Advisors’s Tortoise Energy ETF TNGY Stock Holding History

NewEdge 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 		$226K Sell
23,272
-5,042
-18% -$51K ﹤0.01% 2693
2026
Q1 		$295K Buy
28,314
+3,770
+15% +$37K ﹤0.01% 2348
2025
Q4 		$222K Buy
24,544
+8,155
+50% +$74.3K ﹤0.01% 2523
2025
Q3 		$149K Sell
16,389
-24,419
-60% -$221K ﹤0.01% 2485
2025
Q2 		$374K Buy
+40,808
New +$373K ﹤0.01% 1878

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

NewEdge Advisors's TNGY Position: Q2 2026 in Review

NewEdge Advisors reduced its Tortoise Energy ETF (TNGY) stake by 18% in Q2 2026, selling an estimated $51K and leaving 23,272 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

NewEdge Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $374K in Q2 2025. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • NewEdge Advisors held 23,272 shares of Tortoise Energy ETF worth $226K as of Q2 2026.
  • NewEdge Advisors sold 5,042 Tortoise Energy ETF shares in Q2 2026, an estimated $51K.
  • Tortoise Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2693 holding.
  • NewEdge Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's Tortoise Energy ETF position peaked at $374K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.