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Tortoise Capital Series Trus shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $175k 17k 10.43
2025-12-31 $148k 16k 9.04
2025-09-30 $149k 16k 9.07
2025-06-30 $145k 16k 8.97

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Top funds holding Tortoise Capital Series Trus

Bank of America Corporation
Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
LPL Financial
Burns Wealth Management
Parkside Financial Bank & Trust
Royal Bank of Canada
Warren Averett Asset Management
Captrust Financial Advisors
Northern Trust
Ignite Planners
Lee Financial

View all funds holding Tortoise Capital Series Trus