TNGY

Tortoise Energy Fund

68 hedge funds and large institutions have $291M invested in Tortoise Energy Fund in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
26
Davidson Trust Company
Washington
$1.15M
GS
27
GTS Securities
New York
$1.12M
Morgan Stanley
28
Morgan Stanley
New York
$1.01M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.01M
BO
30
Bank OZK
Arkansas
$902K
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$881K
VWA
32
Visionary Wealth Advisors
Illinois
$880K
MFG
33
Merit Financial Group
Georgia
$718K
Osaic Holdings
34
Osaic Holdings
Arizona
$704K
OBWG
35
Onyx Bridge Wealth Group
New York
$680K
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$598K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$588K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$549K
Jane Street
39
Jane Street
New York
$514K
Creative Planning
40
Creative Planning
Kansas
$503K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$419K
CHAM
42
Clear Harbor Asset Management
Connecticut
$417K
Lido Advisors
43
Lido Advisors
California
$410K
CWMS
44
Cannon Wealth Management Services
North Carolina
$407K
IIC
45
Integrated Investment Consultants
Michigan
$393K
NA
46
NewEdge Advisors
Louisiana
$374K
IA
47
IFG Advisory
Georgia
$356K
CL
48
Choreo LLC
Illinois
$342K
MGIA
49
Moneta Group Investment Advisors
Missouri
$337K
Stifel Financial
50
Stifel Financial
Missouri
$277K