1620 Investment Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

1620 Investment Advisors’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$802K	Sell	18,700 -138	-0.7%	-$6.34K	0.5%	45
2026 Q1	$939K	Buy	18,838 +332	+2%	+$15.5K	0.64%	40
2025 Q4	$757K	Buy	18,506 +29	+0.2%	+$1.24K	0.5%	56
2025 Q3	$796K	Sell	18,477 -33	-0.2%	-$1.42K	0.54%	51
2025 Q2	$812K	Sell	18,510 -870	-4%	-$35.3K	0.58%	41
2025 Q1	$834K	Buy	19,380 +144	+0.7%	+$6.37K	0.64%	34
2024 Q4	$808K	Buy	19,236 +214	+1%	+$9.04K	0.61%	37
2024 Q3	$747K	Sell	19,022 -1,420	-7%	-$51.2K	0.54%	46
2024 Q2	$713K	Buy	20,442 +15,134	+285%	+$492K	0.55%	44
2024 Q1	$587K	Sell	5,308 -13,394	-72%	-$392K	0.59%	57
2023 Q4	$538K	Buy	18,702 +43	+0.2%	+$1.22K	0.59%	55
2023 Q3	$539K	Buy	18,659 +24	+0.1%	+$724	0.61%	55
2023 Q2	$541K	Buy	+18,635	New	+$537K	0.59%	56
2023 Q1	–	Sell	-17,910	Closed	-$569K	–	144
2022 Q4	$569K	Buy	17,910 +342	+2%	+$11.1K	0.69%	51
2022 Q3	$526K	Buy	17,568 +18	+0.1%	+$589	0.78%	44
2022 Q2	$519K	Buy	17,550 +843	+5%	+$27.6K	0.72%	47
2022 Q1	$466K	Buy	+16,707	New	+$513K	0.51%	73

Other funds holding TYG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

1620 Investment Advisors's TYG Position: Q2 2026 in Review

1620 Investment Advisors reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 0.73% in Q2 2026, selling an estimated $6.34K and leaving 18,700 shares worth $802K. The position accounts for 0.5% of the portfolio, ranked #45.

1620 Investment Advisors first reported a position in TYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $939K in Q1 2026. 23 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

1620 Investment Advisors held 18,700 shares of Tortoise Energy Infrastructure Corp worth $802K as of Q2 2026.
1620 Investment Advisors sold 138 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $6.34K.
Tortoise Energy Infrastructure Corp made up 0.5% of 1620 Investment Advisors's portfolio in Q2 2026, its #45 holding.
1620 Investment Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q1 2022 and has held it in 17 quarters since.
1620 Investment Advisors's Tortoise Energy Infrastructure Corp position peaked at $939K in Q1 2026.
23 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.