CIBC Private Wealth Group
TYG

CIBC Private Wealth Group’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$137K Sell
3,352
-474
-12% -$20.3K ﹤0.01% 1370
2025
Q3 		$165K Buy
3,826
+921
+32% +$39.5K ﹤0.01% 1266
2025
Q2 		$128K Sell
2,905
-2
-0.1% -$81 ﹤0.01% 1294
2025
Q1 		$103K Buy
2,907
+1,905
+190% +$84.2K ﹤0.01% 1341
2024
Q4 		$44K Sell
1,002
-500
-33% -$21.1K ﹤0.01% 1721
2024
Q3 		$59K Sell
1,502
-1,250
-45% -$45.1K ﹤0.01% 1706
2024
Q2 		$97.3K Sell
2,752
-248
-8% -$8.07K ﹤0.01% 1407
2024
Q1 		$93K Buy
+3,000
New +$87.7K ﹤0.01% 1425
2020
Q1 		– Sell
-3,041
Closed -$218K – 936
2019
Q4 		$218K Hold
3,041
– – ﹤0.01% 861
2019
Q3 		$249K Buy
3,041
+94
+3% +$8.12K ﹤0.01% 819
2019
Q2 		$266K Sell
2,947
-2,573
-47% -$237K ﹤0.01% 839
2019
Q1 		$519K Sell
5,520
-40,144
-88% -$3.8M ﹤0.01% 722
2018
Q4 		$3.63M Sell
45,664
-6,153
-12% -$582K 0.02% 374
2018
Q3 		$5.58M Sell
51,817
-20
-0% -$2.24K 0.02% 359
2018
Q2 		$5.54M Sell
51,837
-21,822
-30% -$2.43M 0.02% 352
2018
Q1 		$7.36M Sell
73,659
-39,732
-35% -$4.6M 0.03% 311
2017
Q4 		$13.2M Buy
113,391
+58,370
+106% +$6.27M 0.06% 257
2017
Q3 		$6.37M Buy
55,021
+5,751
+12% +$672K 0.03% 319
2017
Q2 		$5.99M Sell
49,270
-382
-0.8% -$49.6K 0.04% 270
2017
Q1 		$6.93M Sell
49,652
-62
-0.1% -$8.24K 0.04% 251
2016
Q4 		$6.1M Buy
49,714
+62
+0.1% +$7.52K 0.04% 262
2016
Q3 		$6.11M Sell
49,652
-690
-1% -$85.3K 0.04% 260
2016
Q2 		$6.2M Buy
50,342
+24,543
+95% +$2.8M 0.05% 249
2016
Q1 		$2.54M Buy
25,799
+14,256
+124% +$1.35M 0.02% 321
2015
Q4 		$1.28M Sell
11,543
-12,503
-52% -$1.39M 0.01% 407
2015
Q3 		$2.61M Sell
24,046
-3,651
-13% -$496K 0.02% 327
2015
Q2 		$4.09M Sell
27,697
-3,315
-11% -$557K 0.03% 309
2015
Q1 		$5.21M Sell
31,012
-59,816
-66% -$10.3M 0.04% 284
2014
Q4 		$15.9M Sell
90,828
-23,208
-20% -$4.21M 0.12% 141
2014
Q3 		$21.9M Buy
114,036
+9,188
+9% +$1.76M 0.17% 118
2014
Q2 		$20.7M Buy
+104,848
New +$20.1M 0.17% 124

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CIBC Private Wealth Group's TYG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 12% in Q4 2025, selling an estimated $20.3K and leaving 3,352 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

CIBC Private Wealth Group first reported a position in TYG in Q2 2014 and has held it in 31 quarters since. The position peaked at $21.9M in Q3 2014. 163 funds tracked by Wall St. Rank hold TYG as of Q4 2025.

  • CIBC Private Wealth Group held 3,352 shares of Tortoise Energy Infrastructure Corp worth $137K as of Q4 2025.
  • CIBC Private Wealth Group sold 474 Tortoise Energy Infrastructure Corp shares in Q4 2025, an estimated $20.3K.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1370 holding.
  • CIBC Private Wealth Group first reported a position in Tortoise Energy Infrastructure Corp in Q2 2014 and has held it in 31 quarters since.
  • CIBC Private Wealth Group's Tortoise Energy Infrastructure Corp position peaked at $21.9M in Q3 2014.
  • 163 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.