Steward Partners Investment Advisory’s Tortoise Energy ETF TNGY Stock Holding History

Steward Partners Investment Advisory’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 Q1	$1.59M	Buy	152,834 +4,860	+3%	+$47.7K	0.01%	946
2025 Q4	$1.34M	Buy	147,974 +2,463	+2%	+$22.4K	0.01%	939
2025 Q3	$1.32M	Buy	145,511 +5,467	+4%	+$49.4K	0.01%	935
2025 Q2	$1.28M	Buy	+140,044	New	+$1.28M	0.01%	882

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's TNGY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Tortoise Energy ETF (TNGY) stake by 3.3% in Q1 2026, buying an estimated $47.7K and bringing the position to 152,834 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #946.

Steward Partners Investment Advisory first reported a position in TNGY in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

Steward Partners Investment Advisory held 152,834 shares of Tortoise Energy ETF worth $1.59M as of Q1 2026.
Steward Partners Investment Advisory bought 4,860 Tortoise Energy ETF shares in Q1 2026, an estimated $47.7K.
Tortoise Energy ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #946 holding.
Steward Partners Investment Advisory first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.