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Tortoise Capital Series Trus shares owned by Lee Financial

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

Historical chart of Lee Financial investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Lee 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 Lee Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 253k 9.07
2025-06-30 $3.6M 391k 9.17

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Short Treas Bd (SHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Select Divid Etf (DVY)

View all positions for Lee 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