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TNGYTNGY
5 quarters

Position history for WAWaverly Advisors, LLC's holdings in TORTOISE ENERGY FUND

Waverly Advisors, LLC holds 393,007 shares of TNGY (TORTOISE ENERGY FUND), worth $3.8M as of 2026-Q2. The position was decreased (-3.4% shares). TNGY represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$3.8M

Current Shares

393,007

Total Value Change

-$36,927

Total Shares Change

-26,978

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
393,007
-3.4%
$3.8M0.0%$9.71
0
2026-Q1
Increased
406,934
+0.9%
$4.2M0.0%$10.26
27
2025-Q4
Decreased
403,250
-0.6%
$3.6M0.0%$9.00
0
2025-Q3
Decreased
405,608
-3.4%
$3.7M0.0%$8.99
0
2025-Q2
New
419,985
-
$3.9M0.0%$8.94
37

Other major holders of TNGY: BANK OF AMERICA CORP /DE/

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