Carson Wealth (CWM LLC)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Carson Wealth (CWM 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 Q1	$99.7K	Hold	2,000	–	–	﹤0.01%	3271
2025 Q4	$82K	Hold	2,000	–	–	﹤0.01%	3218
2025 Q3	$86K	Hold	2,000	–	–	﹤0.01%	3103
2025 Q2	$88K	Hold	2,000	–	–	﹤0.01%	2835
2025 Q1	$86K	Sell	2,000 -500	-20%	-$22.1K	﹤0.01%	2552
2024 Q4	$105K	Hold	2,500	–	–	﹤0.01%	2257
2024 Q3	$98K	Hold	2,500	–	–	﹤0.01%	2205
2024 Q2	$87K	Sell	2,500 -237	-9%	-$7.71K	﹤0.01%	2064
2024 Q1	$85K	Buy	2,737 +237	+9%	+$6.93K	﹤0.01%	1977
2023 Q4	$72K	Hold	2,500	–	–	﹤0.01%	1961
2023 Q3	$72K	Hold	2,500	–	–	﹤0.01%	1853
2023 Q2	$73K	Sell	2,500 -500	-17%	-$14.4K	﹤0.01%	1748
2023 Q1	$88K	Buy	+3,000	New	+$94.4K	﹤0.01%	1563

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TYG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q1 2026 at 2,000 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Carson Wealth (CWM LLC) first reported a position in TYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $105K in Q4 2024. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

Carson Wealth (CWM LLC) held 2,000 shares of Tortoise Energy Infrastructure Corp worth $99.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its Tortoise Energy Infrastructure Corp share count unchanged in Q1 2026.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3271 holding.
Carson Wealth (CWM LLC) first reported a position in Tortoise Energy Infrastructure Corp in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Tortoise Energy Infrastructure Corp position peaked at $105K in Q4 2024.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.