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 Q3	$292K	Sell	27,554 -1,487	-5%	-$15.9K	﹤0.01%	3332
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Stifel Financial's TNGY Position: Q3 2026 in Review

Stifel Financial reduced its Tortoise Energy ETF (TNGY) stake by 5.1% in Q3 2026, selling an estimated $15.9K and leaving 27,554 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

Stifel Financial first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. The position peaked at $308K in Q1 2026. 79 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

Stifel Financial held 27,554 shares of Tortoise Energy ETF worth $292K as of Q3 2026.
Stifel Financial sold 1,487 Tortoise Energy ETF shares in Q3 2026, an estimated $15.9K.
Tortoise Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #3332 holding.
Stifel Financial first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
Stifel Financial's Tortoise Energy ETF position peaked at $308K in Q1 2026.
79 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.