POIA
TNGY

Pin Oak Investment Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Pin Oak Investment 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 		$50K Hold
5,148
– – 0.04% 212
2026
Q1 		$54K Hold
5,148
– – 0.04% 201
2025
Q4 		$49K Hold
5,148
– – 0.03% 219
2025
Q3 		$46.7K Buy
+5,148
New +$46.5K 0.03% 213

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

Pin Oak Investment Advisors's TNGY Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 5,148 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #212.

Pin Oak Investment Advisors first reported a position in TNGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $54K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Pin Oak Investment Advisors held 5,148 shares of Tortoise Energy ETF worth $50K as of Q2 2026.
  • Pin Oak Investment Advisors left its Tortoise Energy ETF share count unchanged in Q2 2026.
  • Tortoise Energy ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • Pin Oak Investment Advisors first reported a position in Tortoise Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Pin Oak Investment Advisors's Tortoise Energy ETF position peaked at $54K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.