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 %
Bank of America
1
Bank of America
North Carolina
$109M +$109M +11,834,256 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.1M +$36.1M +3,932,706 New
DADC
3
D.A. Davidson & Co
Montana
$33.4M +$33.4M +3,645,632 New
Raymond James Financial
4
Raymond James Financial
Florida
$21.5M +$21.5M +2,339,948 New
UBS Group
5
UBS Group
Switzerland
$10M +$10M +1,090,108 New
Ameriprise
6
Ameriprise
Minnesota
$9.16M +$9.16M +998,600 New
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.34M +$7.34M +799,804 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.46M +$5.46M +595,267 New
PFBT
9
Parkside Financial Bank & Trust
Missouri
$5.2M +$5.2M +566,715 New
EWA
10
Exencial Wealth Advisors
Oklahoma
$5.04M +$5.04M +549,506 New
WA
11
Waverly Advisors
Alabama
$3.85M +$3.85M +419,985 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.82M +$3.82M +416,432 New
LF
13
Lee Financial
Texas
$3.59M +$3.59M +390,836 New
Northern Trust
14
Northern Trust
Illinois
$3.37M +$3.37M +366,996 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.23M +$2.23M +247,011 New
IP
16
Ignite Planners
California
$1.99M +$1.99M +218,237 New
Mariner
17
Mariner
Kansas
$1.82M +$1.82M +198,875 New
LPL Financial
18
LPL Financial
California
$1.64M +$1.64M +178,598 New
SCM
19
SCS Capital Management
Massachusetts
$1.49M +$1.49M +162,111 New
RBFC
20
Roman Butler Fullerton & Co
Missouri
$1.41M +$1.41M +155,549 New
AW
21
Alteri Wealth
California
$1.34M +$1.34M +146,176 New
OC
22
Oppenheimer & Co
New York
$1.31M +$1.31M +143,122 New
MCM
23
MAI Capital Management
Ohio
$1.31M +$1.31M +142,428 New
SPIA
24
Steward Partners Investment Advisory
New York
$1.28M +$1.28M +140,044 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.19M +$1.19M +129,174 New
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