UBS Group »

Tortoise Capital Series Trus shares owned by UBS Group

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

Historical chart of UBS Group investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tortoise Capital Series Trus by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9M 1.1M 9.07
2025-06-30 $10M 1.1M 9.17

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ubs Group SHS (UBS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A (V)

View all positions for UBS Group

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