Bogart Wealth LLC’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Bogart Wealth LLC’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	$1.89K	Hold	44	–	–	﹤0.01%	1474
2026 Q1	$2.19K	Hold	44	–	–	﹤0.01%	1254
2025 Q4	$1.8K	Hold	44	–	–	﹤0.01%	1198
2025 Q3	$1.9K	Hold	44	–	–	﹤0.01%	1169
2025 Q2	$1.93K	Hold	44	–	–	﹤0.01%	1116
2025 Q1	$1.89K	Hold	44	–	–	﹤0.01%	1080
2024 Q4	$1.85K	Hold	44	–	–	﹤0.01%	1108
2024 Q3	$1.73K	Hold	44	–	–	﹤0.01%	984
2024 Q2	$1.53K	Hold	44	–	–	﹤0.01%	966
2024 Q1	$1.36K	Hold	44	–	–	﹤0.01%	949
2023 Q4	$1.27K	Hold	44	–	–	﹤0.01%	943
2023 Q3	$1.27K	Hold	44	–	–	﹤0.01%	938
2023 Q2	$1.28K	Hold	44	–	–	﹤0.01%	932
2023 Q1	$1.29K	Hold	44	–	–	﹤0.01%	967
2022 Q4	$1.4K	Hold	44	–	–	﹤0.01%	827
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	951
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	874
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	709
2021 Q4	$1K	Hold	44	–	–	﹤0.01%	736
2021 Q3	$1K	Hold	44	–	–	﹤0.01%	706
2021 Q2	$1K	Sell	44 -41	-48%	-$1.12K	﹤0.01%	661
2021 Q1	$2K	Hold	85	–	–	﹤0.01%	573
2020 Q4	$1K	Hold	85	–	–	﹤0.01%	446
2020 Q3	$1K	Hold	85	–	–	﹤0.01%	426
2020 Q2	$1K	Sell	85 -1	-1%	-$16	﹤0.01%	439
2020 Q1	$1K	Sell	86 -135	-61%	-$7.17K	﹤0.01%	411
2019 Q4	$16K	Sell	221 -2	-0.9%	-$147	0.01%	249
2019 Q3	$18K	Hold	223	–	–	0.01%	217
2019 Q2	$20K	Hold	223	–	–	0.01%	197
2019 Q1	$20K	Hold	223	–	–	0.01%	206
2018 Q4	$17K	Hold	223	–	–	0.01%	211
2018 Q3	$24K	Hold	223	–	–	0.01%	182
2018 Q2	$23K	Buy	223 +58	+35%	+$6.47K	0.01%	194
2018 Q1	$17K	Hold	165	–	–	0.01%	209
2017 Q4	$19K	Sell	165 -37	-18%	-$3.97K	0.01%	202
2017 Q3	$24K	Buy	+202	New	+$23.6K	0.02%	182

Other funds holding TYG

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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

Bogart Wealth LLC's TYG Position: Q2 2026 in Review

Bogart Wealth LLC held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 44 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Bogart Wealth LLC first reported a position in TYG in Q3 2017 and has held it in 36 quarters since. The position peaked at $24K in Q3 2018. 36 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Bogart Wealth LLC held 44 shares of Tortoise Energy Infrastructure Corp worth $1.89K as of Q2 2026.
Bogart Wealth LLC left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1474 holding.
Bogart Wealth LLC first reported a position in Tortoise Energy Infrastructure Corp in Q3 2017 and has held it in 36 quarters since.
Bogart Wealth LLC's Tortoise Energy Infrastructure Corp position peaked at $24K in Q3 2018.
36 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.