Corient Private Wealth
TYG

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

Corient Private Wealth’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 		$617K Sell
12,831
-50,240
-80% -$2.35M ﹤0.01% 1915
2025
Q4 		$1.04M Buy
63,071
+52,312
+486% +$2.24M ﹤0.01% 1866
2025
Q3 		$464K Buy
+10,759
New +$462K ﹤0.01% 1838

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 $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
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 $12.9B 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 $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth's TYG Position: Q1 2026 in Review

Corient Private Wealth reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 80% in Q1 2026, selling an estimated $2.35M and leaving 12,831 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Corient Private Wealth first reported a position in TYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • Corient Private Wealth held 12,831 shares of Tortoise Energy Infrastructure Corp worth $617K as of Q1 2026.
  • Corient Private Wealth sold 50,240 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $2.35M.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1915 holding.
  • Corient Private Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Tortoise Energy Infrastructure Corp position peaked at $1.04M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.