CA
TYG

Clearstead Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Clearstead 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
Q1 		$78.7K Buy
1,580
+47
+3% +$2.2K ﹤0.01% 1196
2025
Q4 		$62.7K Buy
1,533
+145
+10% +$6.2K ﹤0.01% 1305
2025
Q3 		$59.8K Buy
1,388
+34
+3% +$1.46K ﹤0.01% 1219
2025
Q2 		$59.4K Buy
1,354
+36
+3% +$1.46K ﹤0.01% 1235
2025
Q1 		$56.7K Buy
1,318
+32
+2% +$1.42K ﹤0.01% 1142
2024
Q4 		$54K Buy
1,286
+33
+3% +$1.39K ﹤0.01% 1142
2024
Q3 		$49.2K Sell
1,253
-2,788
-69% -$101K ﹤0.01% 1211
2024
Q2 		$141K Buy
+4,041
New +$131K ﹤0.01% 921

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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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