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Tortoise Energy Fund (TNGY)

CUSIP: 890930209 | NYSE | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

D.A. Davidson & Co.4,457,158
0.3% of portfolio›$47.2M
LPL Financial LLC830,414
0.0% of portfolio›$8.8M
Savant Capital, LLC785,229
0.0% of portfolio›$8.3M
Parkside Financial Bank & Trust542,709
0.4% of portfolio›$5.8M
First Heartland Consultants, Inc.249,323
0.2% of portfolio›$2.6M
Atria Investments, Inc240,336
0.0% of portfolio›$2.5M
Lee Financial Co206,596
0.3% of portfolio›$2.2M
Roman Butler Fullerton & Co155,687
0.4% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC155,385
0.0% of portfolio›$1.8M
Oppenheimer & Co Inc153,114
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC116,788
0.0% of portfolio›$1.2M
Independent Financial Group, LLC114,404
0.0% of portfolio›$1.2M
Davidson Trust Co104,721
0.4% of portfolio›$1.1M
Onyx Bridge Wealth Group LLC74,705
0.1% of portfolio›$791.9K
Legacy Capital Wealth Partners, LLC69,093
0.2% of portfolio›$732.4K
Lionsbridge Wealth Management LLC66,548
0.8% of portfolio›$705.4K
Elevation Point Wealth Partners, LLC63,569
0.0% of portfolio›$673.8K
Merit Financial Group, LLC62,601
0.0% of portfolio›$663.6K
Patriot Financial Group Insurance Agency, LLC59,789
0.1% of portfolio›$633.8K
Creative Planning56,215
0.0% of portfolio›$595.9K
Indivisible Partners52,204
0.0% of portfolio›$553.4K
Lido Advisors, LLC45,928
0.0% of portfolio›$486.8K
PNC Financial Services Group, Inc.45,342
0.0% of portfolio›$480.6K
Clear Harbor Asset Management, LLC45,135
0.0% of portfolio›$478.4K
Choreo, LLC37,270
0.0% of portfolio›$395.1K
Thor Investment Management Inc27,754
0.2% of portfolio›$294.2K
Essential Investment Partners LLC25,378
0.2% of portfolio›$269.0K
OFC Financial Planning, LLC22,136
0.2% of portfolio›$234.6K
Elevation Wealth Partners, LLC20,046
0.1% of portfolio›$212.5K
Park Avenue Securities LLC19,404
0.0% of portfolio›$206
Carson Advisory Inc.18,897
0.1% of portfolio›$200.3K
Lanark Financial, Inc.18,696
0.0% of portfolio›$198.2K
StoneX Group Inc.18,567
0.0% of portfolio›$196.6K
Plancorp, LLC18,561
0.0% of portfolio›$220.5K
Farther Finance Advisors, LLC16,630
0.0% of portfolio›$176.3K
Fifth Third Bancorp16,553
0.0% of portfolio›$175.5K
Ignite Planners, LLC14,678
0.0% of portfolio›$155.6K
Canvas Wealth Advisors, LLC13,908
0.0% of portfolio›$161.7K
Cambridge Investment Research Advisors, Inc.13,229
0.0% of portfolio›$140
Investment Research Partners LLC12,852
0.0% of portfolio›$136.2K
Avail Investment Partners, LLC12,852
0.1% of portfolio›$136.2K
OpenArc Corporate Advisory, LLC11,520
0.0% of portfolio›$122.1K
Next Level Wealth Planning, LLC6,060
0.0% of portfolio›$64.2K
Private Trust Co NA4,396
0.0% of portfolio›$46.6K
AlphaCore Capital LLC3,431
0.0% of portfolio›$36.4K
Larson Financial Group LLC1,058
0.0% of portfolio›$11.2K
Signaturefd, LLC800
0.0% of portfolio›$8.5K
Latitude Advisors, LLC276
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
D.A. Davidson & Co.
4,457,158$47.2M0.3%CoreLowGreat Falls, MT2026-10-28
LPL Financial LLC
830,414$8.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Savant Capital, LLC
785,229$8.3M0.0%IndexVery LowRockford, IL2026-11-06
Parkside Financial Bank & Trust
542,709$5.8M0.4%CoreVery LowSaint Louis, MO2026-10-27
First Heartland Consultants, Inc.
249,323$2.6M0.2%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
240,336$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Lee Financial Co
206,596$2.2M0.3%ETFVery LowDallas, TX2026-10-16
Roman Butler Fullerton & Co
155,687$1.8M0.4%GrowthMediumSt Louis, MO2026-10-27
Wealth Enhancement Advisory Services, LLC
155,385$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer & Co Inc
153,114$1.6M0.0%CoreLowNew York, NY2026-10-26
Commonwealth Equity Services, LLC
116,788$1.2M0.0%ETFLowWaltham, MA2026-11-02
Independent Financial Group, LLC
114,404$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Davidson Trust Co
104,721$1.1M0.4%CoreLowSeattle, WA2026-10-09
Onyx Bridge Wealth Group LLC
74,705$791.9K0.1%ETFMediumTarrytown, NY2026-10-16
Legacy Capital Wealth Partners, LLC
69,093$732.4K0.2%CoreMediumLittle Rock, AR2026-10-21
Lionsbridge Wealth Management LLC
66,548$705.4K0.8%ETFMediumJacksonville Beach, FL2026-10-26
Elevation Point Wealth Partners, LLC
63,569$673.8K0.0%CoreHighDenver, CO2026-11-05
Merit Financial Group, LLC
62,601$663.6K0.0%ETFLowAlpharetta, GA2026-11-06
Patriot Financial Group Insurance Agency, LLC
59,789$633.8K0.1%GrowthLowWalpole, MA2026-10-14
Creative Planning
56,215$595.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Indivisible Partners
52,204$553.4K0.0%GrowthMediumClearwater, FL2026-10-26
Lido Advisors, LLC
45,928$486.8K0.0%GrowthLowLos Angeles, CA2026-11-04
PNC Financial Services Group, Inc.
45,342$480.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Clear Harbor Asset Management, LLC
45,135$478.4K0.0%CoreLowStamford, CT2026-11-05
Choreo, LLC
37,270$395.1K0.0%IndexLowRockford, IL2026-10-28
Thor Investment Management Inc
27,754$294.2K0.2%ValueLowCincinnati, OH2026-10-13
Essential Investment Partners LLC
25,378$269.0K0.2%GrowthLowEnglewood, CO2026-10-27
OFC Financial Planning, LLC
22,136$234.6K0.2%ETFVery LowShort Hills, NJ2026-11-06
Elevation Wealth Partners, LLC
20,046$212.5K0.1%ETFLowWalnut Creek, CA2026-10-07
Park Avenue Securities LLC
19,404$2060.0%ETFMediumNew York, NY2026-10-26
Carson Advisory Inc.
18,897$200.3K0.1%YieldLowAthens, GA2026-11-06
Lanark Financial, Inc.
18,696$198.2K0.0%CoreMediumBirmingham, AL2026-10-26
StoneX Group Inc.
18,567$196.6K0.0%ETFMediumNew York, NY2026-11-03
Plancorp, LLC
18,561$220.5K0.0%ETFLowSaint Louis, MO2026-11-03
Farther Finance Advisors, LLC
16,630$176.3K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
16,553$175.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Ignite Planners, LLC
14,678$155.6K0.0%CoreLowSan Clemente, CA2026-10-14
Canvas Wealth Advisors, LLC
13,908$161.7K0.0%GrowthLowShawnee, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
13,229$1400.0%ETFLowFairfield, IA2026-11-02
Investment Research Partners LLC
12,852$136.2K0.0%CoreLowLemont, PA2026-10-19
Avail Investment Partners, LLC
12,852$136.2K0.1%CoreMediumLemont, PA2026-10-16
OpenArc Corporate Advisory, LLC
11,520$122.1K0.0%GrowthLowAtlanta, GA2026-10-21
Next Level Wealth Planning, LLC
6,060$64.2K0.0%ETFVery LowMeridian, ID2026-10-29
Private Trust Co NA
4,396$46.6K0.0%CoreLowCleveland, OH2026-10-20
AlphaCore Capital LLC
3,431$36.4K0.0%ETFLowLa Jolla, CA2026-11-04
Larson Financial Group LLC
1,058$11.2K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
800$8.5K0.0%IndexLowAtlanta, GA2026-10-23
Latitude Advisors, LLC
276$2.9K0.0%ETFLowYorkville, IL2026-10-27