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Tortoise Capital Series Trus shares owned by Baird Financial

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Baird Financial from 13F filings

Historical chart of Baird Financial investment in Tortoise Capital Series Trus

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All positions including Tortoise Capital Series Trus held by Baird Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 708k 9.07
2025-06-30 $7.3M 800k 9.17

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc C Common (GOOG)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Berkshire Hathaway Inc Del Cl Common (BRK.B)
Meta Platforms Inc A Common (META)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Home Depot Common (HD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird Financial

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus