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TNGYTNGY
5 quarters

Position history for WAWaverly Advisors, LLC's holdings in TORTOISE CAPITAL SERIES TRUS

Yes. Waverly Advisors holds 393,007 shares of TNGY (Tortoise Capital Series Trus), worth $3.8M, as of its Q2 2026 13F filing. It reduced the position by 13,927 shares (-3.4%) from Q1 2026. Waverly Advisors has held TNGY in every 13F on record since Q2 2025, 5 quarterly filings.

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%$9.61
0
2026-Q1
Increased
406,934
+0.9%
$4.2M0.0%$10.20
27
2025-Q4
Decreased
403,250
-0.6%
$3.6M0.0%$8.74
0
2025-Q3
Decreased
405,608
-3.4%
$3.7M0.0%$8.66
0
2025-Q2
New
419,985
-
$3.9M0.0%$8.64
37

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

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