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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
PL
51
Plancorp LLC
Missouri
$226K +$226K +24,638 New
EWP
52
Elevation Wealth Partners
California
$223K +$223K +24,259 New
IWM
53
IHT Wealth Management
Illinois
$211K +$211K +23,046 New
NS
54
NBC Securities
Alabama
$204K +$204K +22,286 New
OFP
55
OFC Financial Planning
New Jersey
$203K +$203K +22,136 New
DWM
56
Drive Wealth Management
Utah
$177K +$177K +19,292 New
CWA
57
CM Wealth Advisors
Ohio
$143K +$143K +15,569 New
Wells Fargo
58
Wells Fargo
California
$141K +$141K +15,364 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$126K +$126K +13,682 New
CWA
60
Canvas Wealth Advisors
Kansas
$126K +$126K +13,908 New
MFP
61
Meridian Financial Partners
Virginia
$114K +$114K +12,373 New
VFG
62
Victory Financial Group
Texas
$103K +$103K +11,256 New
BI
63
Beckerman Institutional
New Jersey
$102K +$102K +11,172 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$75.1K +$75.1K +8,187 New
FGC
65
Financial Gravity Companies
Texas
$69.2K +$69.2K +7,548 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$32.3K +$32.3K +3,518 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$24.6K +$24.6K +2,682 New
LFG
68
Larson Financial Group
Missouri
$14.6K +$14.6K +1,588 New
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