TNGY

Tortoise Energy Fund
TNGY

Overview Fund Activity

67 hedge funds and large institutions have $291M invested in Tortoise Energy Fund in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
67
Holders Change
+67
Holders Change %
–
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
67
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$109M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.1M
3
DADC
3
D.A. Davidson & Co
Montana
$33.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$21.5M
5
UBS Group
5
UBS Group
Switzerland
$10M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
DTC
26
Davidson Trust Company
Washington
$1.15M 125,782 +125,782 New
GS
27
GTS Securities
New York
$1.12M 121,895 +121,895 New
Morgan Stanley
28
Morgan Stanley
New York
$1.01M 110,509 +110,509 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.01M 109,737 +109,737 New
BO
30
Bank OZK
Arkansas
$902K 98,353 +98,353 New
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$881K 96,000 +96,000 New
VWA
32
Visionary Wealth Advisors
Illinois
$880K 95,957 +95,957 New
MFG
33
Merit Financial Group
Georgia
$718K 78,291 +78,291 New
OBWG
34
Onyx Bridge Wealth Group
New York
$680K 74,102 +74,102 New
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$598K 65,149 +65,149 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$588K 64,115 +64,115 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$549K 59,802 +59,802 New
Jane Street
38
Jane Street
New York
$514K 56,060 +56,060 New
Creative Planning
39
Creative Planning
Kansas
$503K 54,863 +54,863 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$419K 45,620 +45,620 New
CHAM
41
Clear Harbor Asset Management
Connecticut
$417K 45,504 +45,504 New
Lido Advisors
42
Lido Advisors
California
$410K 44,743 +44,743 New
CWMS
43
Cannon Wealth Management Services
North Carolina
$407K 44,348 +44,348 New
IIC
44
Integrated Investment Consultants
Michigan
$393K 42,806 +42,806 New
NA
45
NewEdge Advisors
Louisiana
$374K 40,808 +40,808 New
IA
46
IFG Advisory
Georgia
$356K 38,777 +38,777 New
CL
47
Choreo LLC
Illinois
$342K 37,270 +37,270 New
MGIA
48
Moneta Group Investment Advisors
Missouri
$337K 36,733 +36,733 New
Stifel Financial
49
Stifel Financial
Missouri
$277K 30,151 +30,151 New
Osaic Holdings
50
Osaic Holdings
Arizona
$230K 25,122 +25,122 New
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