PFGIA
TNGY

Patriot Financial Group Insurance Agency’s Tortoise Energy ETF TNGY Stock Holding History

Patriot Financial Group Insurance Agency’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 		$586K Sell
60,338
-59,052
-49% -$597K 0.06% 287
2026
Q1 		$1.25M Buy
119,390
+58,529
+96% +$574K 0.07% 276
2025
Q4 		$550K Sell
60,861
-1,918
-3% -$17.5K 0.07% 281
2025
Q3 		$569K Sell
62,779
-1,336
-2% -$12.1K 0.07% 261
2025
Q2 		$588K Buy
+64,115
New +$586K 0.07% 285

Other funds holding TNGY

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $256M AUM 22.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TNGY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Tortoise Energy ETF (TNGY) stake by 49% in Q2 2026, selling an estimated $597K and leaving 60,338 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #287.

Patriot Financial Group Insurance Agency first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 41 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 60,338 shares of Tortoise Energy ETF worth $586K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 59,052 Tortoise Energy ETF shares in Q2 2026, an estimated $597K.
  • Tortoise Energy ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #287 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's Tortoise Energy ETF position peaked at $1.25M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.