UBS Group
TNGY

UBS Group’s Tortoise Energy ETF TNGY Stock Holding History

UBS Group’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 		$11.2M Buy
1,155,355
+30,973
+3% +$313K ﹤0.01% 3319
2026
Q1 		$11.7M Buy
1,124,382
+1,369
+0.1% +$13.4K ﹤0.01% 3166
2025
Q4 		$10.2M Buy
1,123,013
+26,677
+2% +$243K ﹤0.01% 3268
2025
Q3 		$9.94M Buy
1,096,336
+6,228
+0.6% +$56.3K ﹤0.01% 3295
2025
Q2 		$10M Buy
+1,090,108
New +$9.96M ﹤0.01% 3081

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
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

UBS Group's TNGY Position: Q2 2026 in Review

UBS Group increased its Tortoise Energy ETF (TNGY) stake by 2.8% in Q2 2026, buying an estimated $313K and bringing the position to 1,155,355 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

UBS Group first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • UBS Group held 1,155,355 shares of Tortoise Energy ETF worth $11.2M as of Q2 2026.
  • UBS Group bought 30,973 Tortoise Energy ETF shares in Q2 2026, an estimated $313K.
  • Tortoise Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3319 holding.
  • UBS Group first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's Tortoise Energy ETF position peaked at $11.7M in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.