TORTOISE ENERGY FUND

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TNGY·890930209·US·ETF·Unknown - Unknown

TNGY (TORTOISE ENERGY FUND) is held by 42 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($100.3M), ENVESTNET ASSET MANAGEMENT INC ($45M), D.A. DAVIDSON & CO. ($42.2M). Net institutional sentiment: Mixed.

42

Holders

(9 Elite)

$269.4M

Total Value

61% (33)

Consensus

20 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)85

Activist (13D/13G)25

Congressional (STOCK Act)36

Holder Quality

13

★★★★★

Elite

49

★★★★

Strong

21

★★★

Solid

59

★★

Below

66

★

Weak

Held by 42 funds

9 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TNGY.

Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	10.3M(-4.5%)	$100.3M	0.0%	+23.60%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+2.5%)	$45M	0.0%	+22.68%	30
D.A. DAVIDSON & CO.	Increased	4.3M(+2.6%)	$42.2M	0.2%	+22.62%	36
RAYMOND JAMES FINANCIAL INC	Decreased	2.3M(-0.3%)	$21.9M	0.0%	+22.83%	0
UBS Group AG	Increased	1.2M(+2.8%)	$11.2M	0.0%	+23.27%	29
LPL Financial LLC	Increased	724,344(+27.6%)	$7M	0.0%	+12.72%	34
Baird Financial Group, Inc.	Decreased	576,456(-9.1%)	$5.6M	0.0%	+23.60%	0
ROYAL BANK OF CANADA	Increased	483,500(+0.0%)	$4.7M	0.0%	+22.70%	27
Savant Capital, LLC	New	399,785	$4.1M	0.0%	+13.80%	37
WAWaverly Advisors, LLC	Decreased	393,007(-3.4%)	$3.8M	0.0%	+23.44%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	379,259(-0.6%)	$3.7M	0.0%	+23.47%	0
NORTHERN TRUST CORP	Unchanged	366,996	$3.6M	0.0%	+23.60%	0
SCSCS Capital Management LLC	Unchanged	178,183	$1.8M	0.0%	+23.52%	0
Mariner, LLC	Decreased	167,363(-3.3%)	$1.6M	0.0%	+23.57%	0
HighTower Advisors, LLC	Increased	127,846(+1.0%)	$1.2M	0.0%	+23.50%	25
MAI Capital Management	Increased	118,640(+1.1%)	$1.2M	0.0%	+23.08%	25
COMMONWEALTH EQUITY SERVICES, LLC	Increased	118,290(+3.0%)	$1.1M	0.0%	+22.67%	26
Steward Partners Investment Advisory, LLC	Decreased	116,662(-23.7%)	$1.1M	0.0%	+22.99%	0
MORGAN STANLEY	Increased	110,409(+0.3%)	$1.1M	0.0%	+23.51%	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	86,265(+119.1%)	$862,660	0.0%	+18.06%	40

Showing 1-20 of 42

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TNGYTORTOISE ENERGY FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer