BA
TYG

Bard Associates’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Bard Associates’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 		$9.8M Buy
196,526
+801
+0.4% +$37.5K 2.46% 10
2025
Q4 		$8.01M Buy
195,725
+81,306
+71% +$3.47M 2.06% 11
2025
Q3 		$4.93M Buy
114,419
+97,692
+584% +$4.19M 1.31% 24
2025
Q2 		$734K Buy
16,727
+832
+5% +$33.7K 0.24% 100
2025
Q1 		$684K Hold
15,895
– – 0.26% 101
2024
Q4 		$668K Buy
15,895
+6,829
+75% +$288K 0.23% 107
2024
Q3 		$356K Buy
+9,066
New +$327K 0.12% 142
2014
Q4 		– Sell
-1,113
Closed -$214K – 177
2014
Q3 		$214K Hold
1,113
– – 0.1% 149
2014
Q2 		$220K Hold
1,113
– – 0.09% 170
2014
Q1 		$204K Hold
1,113
– – 0.09% 171
2013
Q4 		$212K Hold
1,113
– – 0.09% 169
2013
Q3 		$204K Hold
1,113
– – 0.09% 165
2013
Q2 		$207K Buy
+1,113
New +$203K 0.1% 164

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 $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return