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Tortoise Capital Series Trus shares owned by Cannon Wealth Management Services

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Cannon Wealth Management Services from 13F filings

Historical chart of Cannon Wealth Management Services investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Cannon Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 44k 9.07
2025-06-30 $407k 44k 9.17

More positions owned by Cannon Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Duke Energy Corp Com New (DUK)

View all positions for Cannon Wealth Management Services

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