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Tortoise Capital Series Trus shares owned by Meridian Financial Partners

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

Historical chart of Meridian Financial Partners investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Meridian Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $113k 12k 9.16
2025-06-30 $114k 12k 9.21

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View all positions for Meridian Financial Partners

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
Burns Wealth Management
Parkside Financial Bank & Trust
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Ignite Planners

View all funds holding Tortoise Capital Series Trus