TNGY

Tortoise Energy Fund

84 hedge funds and large institutions have $280M invested in Tortoise Energy Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$1.04M
AW
27
Alteri Wealth
California
$1.04M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1M
ACGA
29
Atlanta Consulting Group Advisors
Georgia
$879K
Osaic Holdings
30
Osaic Holdings
Arizona
$817K
MFG
31
Merit Financial Group
Georgia
$766K
OBWG
32
Onyx Bridge Wealth Group
New York
$667K
MYIA
33
Mount Yale Investment Advisors
Colorado
$611K
BO
34
Bank OZK
Arkansas
$610K
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$596K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$561K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$550K
BBHC
38
Brown Brothers Harriman & Co
New York
$546K
VAS
39
Vestmark Advisory Solutions
Massachusetts
$501K
Creative Planning
40
Creative Planning
Kansas
$496K
IP
41
Indivisible Partners
Florida
$464K
VWA
42
Visionary Wealth Advisors
Illinois
$431K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$410K
Lido Advisors
44
Lido Advisors
California
$408K
CHAM
45
Clear Harbor Asset Management
Connecticut
$398K
IA
46
IFG Advisory
Georgia
$351K
CL
47
Choreo LLC
Illinois
$340K
NS
48
NBC Securities
Alabama
$245K
US Bancorp
49
US Bancorp
Minnesota
$240K
Stifel Financial
50
Stifel Financial
Missouri
$238K