PL
TNGY

Plancorp LLC’s Tortoise Energy ETF TNGY Stock Holding History

Plancorp LLC’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 		$188K Buy
18,362
+217
+1% +$2.19K ﹤0.01% 416
2026
Q1 		$182K Buy
18,145
+423
+2% +$4.15K 0.01% 368
2025
Q4 		$160K Sell
17,722
-7,227
-29% -$65.8K ﹤0.01% 358
2025
Q3 		$226K Buy
24,949
+311
+1% +$2.81K 0.01% 339
2025
Q2 		$226K Buy
+24,638
New +$225K 0.01% 340

Other funds holding TNGY

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Plancorp LLC's TNGY Position: Q2 2026 in Review

Plancorp LLC increased its Tortoise Energy ETF (TNGY) stake by 1.2% in Q2 2026, buying an estimated $2.19K and bringing the position to 18,362 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Plancorp LLC first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 7 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Plancorp LLC held 18,362 shares of Tortoise Energy ETF worth $188K as of Q2 2026.
  • Plancorp LLC bought 217 Tortoise Energy ETF shares in Q2 2026, an estimated $2.19K.
  • Tortoise Energy ETF made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #416 holding.
  • Plancorp LLC first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Plancorp LLC's Tortoise Energy ETF position peaked at $226K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.