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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
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 $1.37T 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

NewEdge Advisors's TNGY Position: Q1 2026 in Review

NewEdge Advisors increased its Tortoise Energy ETF (TNGY) stake by 15% in Q1 2026, buying an estimated $37K and bringing the position to 28,314 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

NewEdge Advisors first reported a position in TNGY in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q2 2025. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

  • NewEdge Advisors held 28,314 shares of Tortoise Energy ETF worth $295K as of Q1 2026.
  • NewEdge Advisors bought 3,770 Tortoise Energy ETF shares in Q1 2026, an estimated $37K.
  • Tortoise Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2348 holding.
  • NewEdge Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Tortoise Energy ETF position peaked at $374K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.