Stifel Financial
TNGY

Stifel Financial’s Tortoise Energy ETF TNGY Stock Holding History

Stifel Financial’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 		$282K Sell
29,041
-464
-2% -$4.69K ﹤0.01% 3320
2026
Q1 		$308K Buy
29,505
+3,203
+12% +$31.4K ﹤0.01% 3168
2025
Q4 		$238K Hold
26,302
– – ﹤0.01% 3294
2025
Q3 		$239K Sell
26,302
-3,849
-13% -$34.8K ﹤0.01% 3250
2025
Q2 		$277K Buy
+30,151
New +$275K ﹤0.01% 3094

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

Stifel Financial's TNGY Position: Q2 2026 in Review

Stifel Financial reduced its Tortoise Energy ETF (TNGY) stake by 1.6% in Q2 2026, selling an estimated $4.69K and leaving 29,041 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Stifel Financial first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Stifel Financial held 29,041 shares of Tortoise Energy ETF worth $282K as of Q2 2026.
  • Stifel Financial sold 464 Tortoise Energy ETF shares in Q2 2026, an estimated $4.69K.
  • Tortoise Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3320 holding.
  • Stifel Financial first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Stifel Financial's Tortoise Energy ETF position peaked at $308K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.