B. Riley Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

B. Riley Wealth 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	$303K	Buy	7,071 +317	+5%	+$14.6K	0.02%	624
2026 Q1	$337K	Buy	6,754 +268	+4%	+$12.5K	0.02%	546
2025 Q4	$265K	Buy	6,486 +1,153	+22%	+$49.3K	0.01%	749
2025 Q3	$230K	Buy	5,333 +146	+3%	+$6.26K	0.01%	836
2025 Q2	$228K	Buy	+5,187	New	+$210K	0.01%	826
2014 Q3	–	Sell	-1,170	Closed	-$231K	–	1798
2014 Q2	$231K	Buy	1,170 +441	+60%	+$84.6K	0.05%	402
2014 Q1	$133K	Hold	729	–	–	0.04%	529
2013 Q4	$139K	Hold	729	–	–	0.04%	461
2013 Q3	$134K	Hold	729	–	–	0.05%	466
2013 Q2	$136K	Buy	+729	New	+$133K	0.05%	463

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

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 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

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

B. Riley Wealth Advisors's TYG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Tortoise Energy Infrastructure Corp (TYG) stake by 4.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 7,071 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #624.

B. Riley Wealth Advisors first reported a position in TYG in Q2 2013 and has held it in 10 quarters since. The position peaked at $337K in Q1 2026. 23 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

B. Riley Wealth Advisors held 7,071 shares of Tortoise Energy Infrastructure Corp worth $303K as of Q2 2026.
B. Riley Wealth Advisors bought 317 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $14.6K.
Tortoise Energy Infrastructure Corp made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #624 holding.
B. Riley Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $337K in Q1 2026.
23 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.