TNGY

Tortoise Energy Fund
TNGY

Overview Fund Activity

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
+68
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
26
Davidson Trust Company
Washington
$1.15M +$1.15M +125,782 New
GS
27
GTS Securities
New York
$1.12M +$1.12M +121,895 New
Morgan Stanley
28
Morgan Stanley
New York
$1.01M +$1.01M +110,509 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.01M +$1.01M +109,737 New
BO
30
Bank OZK
Arkansas
$902K +$902K +98,353 New
ACGA
31
Atlanta Consulting Group Advisors
Georgia
$881K +$881K +96,000 New
VWA
32
Visionary Wealth Advisors
Illinois
$880K +$880K +95,957 New
MFG
33
Merit Financial Group
Georgia
$718K +$718K +78,291 New
OBWG
34
Onyx Bridge Wealth Group
New York
$680K +$680K +74,102 New
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$598K +$598K +65,149 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$588K +$588K +64,115 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$549K +$549K +59,802 New
Jane Street
38
Jane Street
New York
$514K +$514K +56,060 New
Creative Planning
39
Creative Planning
Kansas
$503K +$503K +54,863 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$419K +$419K +45,620 New
CHAM
41
Clear Harbor Asset Management
Connecticut
$417K +$417K +45,504 New
Lido Advisors
42
Lido Advisors
California
$410K +$410K +44,743 New
CWMS
43
Cannon Wealth Management Services
North Carolina
$407K +$407K +44,348 New
IIC
44
Integrated Investment Consultants
Michigan
$393K +$393K +42,806 New
NA
45
NewEdge Advisors
Louisiana
$374K +$374K +40,808 New
IA
46
IFG Advisory
Georgia
$356K +$356K +38,777 New
CL
47
Choreo LLC
Illinois
$342K +$342K +37,270 New
MGIA
48
Moneta Group Investment Advisors
Missouri
$337K +$337K +36,733 New
Stifel Financial
49
Stifel Financial
Missouri
$277K +$277K +30,151 New
Osaic Holdings
50
Osaic Holdings
Arizona
$230K +$230K +25,122 New
1
2
3