OFC Financial Planning
TNGY icon

OFC Financial Planning’s Tortoise Energy ETF TNGY Stock Holding History

OFC Financial Planning’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
Q3 		$235K Hold
22,136
– – 0.2% 52
2026
Q2 		$215K Hold
22,136
– – 0.19% 53
2026
Q1 		$231K Hold
22,136
– – 0.23% 49
2025
Q4 		$200K Hold
22,136
– – 0.19% 56
2025
Q3 		$201K Hold
22,136
– – 0.2% 54
2025
Q2 		$203K Buy
+22,136
New +$202K 0.22% 53

Other funds holding TNGY

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OFC Financial Planning's TNGY Position: Q3 2026 in Review

OFC Financial Planning held its Tortoise Energy ETF (TNGY) position steady in Q3 2026 at 22,136 shares worth $235K. The position accounts for 0.2% of the portfolio, ranked #52.

OFC Financial Planning first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

  • OFC Financial Planning held 22,136 shares of Tortoise Energy ETF worth $235K as of Q3 2026.
  • OFC Financial Planning left its Tortoise Energy ETF share count unchanged in Q3 2026.
  • Tortoise Energy ETF made up 0.2% of OFC Financial Planning's portfolio in Q3 2026, its #52 holding.
  • OFC Financial Planning first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.