Northwestern Mutual Wealth Management’s Tortoise Energy ETF TNGY Stock Holding History

Northwestern Mutual Wealth Management’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	$26K	Hold	2,682	–	–	﹤0.01%	2773
2026 Q1	$28K	Hold	2,682	–	–	﹤0.01%	2675
2025 Q4	$24.2K	Hold	2,682	–	–	﹤0.01%	2671
2025 Q3	$24.3K	Hold	2,682	–	–	﹤0.01%	2594
2025 Q2	$24.6K	Buy	+2,682	New	+$24.5K	﹤0.01%	2504

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Northwestern Mutual Wealth Management's TNGY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 2,682 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Northwestern Mutual Wealth Management first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $28K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Northwestern Mutual Wealth Management held 2,682 shares of Tortoise Energy ETF worth $26K as of Q2 2026.
Northwestern Mutual Wealth Management left its Tortoise Energy ETF share count unchanged in Q2 2026.
Tortoise Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2773 holding.
Northwestern Mutual Wealth Management first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Northwestern Mutual Wealth Management's Tortoise Energy ETF position peaked at $28K in Q1 2026.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.