AWM
TYG

Ariadne Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Ariadne Wealth Management’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
Q1 		$1.25M Hold
25,100
– – 0.56% 36
2025
Q4 		$1.17M Hold
25,100
– – 0.49% 45
2025
Q3 		$1.11M Hold
25,100
– – 0.5% 47
2025
Q2 		$1.08M Hold
25,100
– – 0.52% 45
2025
Q1 		$1.01M Hold
25,100
– – 0.53% 50
2024
Q4 		$1.13M Buy
25,100
+13,335
+113% +$563K 0.52% 49
2024
Q3 		$491K Sell
11,765
-145
-1% -$5.23K 0.27% 71
2024
Q2 		$415K Buy
+11,910
New +$387K 0.32% 72

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ariadne Wealth Management's TYG Position: Q1 2026 in Review

Ariadne Wealth Management held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q1 2026 at 25,100 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #36.

Ariadne Wealth Management first reported a position in TYG in Q2 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • Ariadne Wealth Management held 25,100 shares of Tortoise Energy Infrastructure Corp worth $1.25M as of Q1 2026.
  • Ariadne Wealth Management left its Tortoise Energy Infrastructure Corp share count unchanged in Q1 2026.
  • Tortoise Energy Infrastructure Corp made up 0.56% of Ariadne Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Ariadne Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2024 and has held it in 8 quarters since.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.