Cornerstone Advisory’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Cornerstone Advisory’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 Q3	$342K	Hold	8,936	–	–	0.03%	204
2026 Q2	$383K	Buy	8,936 +200	+2%	+$9.18K	0.03%	194
2026 Q1	$436K	Buy	8,736 +44	+0.5%	+$2.06K	0.04%	167
2025 Q4	$355K	Sell	8,692 -313	-3%	-$13.4K	0.03%	180
2025 Q3	$388K	Sell	9,005 -904	-9%	-$38.8K	0.04%	168
2025 Q2	$435K	Buy	9,909 +38	+0.4%	+$1.54K	0.05%	159
2025 Q1	$388K	Buy	9,871 +23	+0.2%	+$1.02K	0.05%	158
2024 Q4	$448K	Buy	+9,848	New	+$416K	0.05%	149
2022 Q1	–	Sell	-2,300	Closed	-$64K	–	737
2021 Q4	$64K	Buy	+2,300	New	+$66.2K	0.01%	390

Other funds holding TYG

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cornerstone Advisory's TYG Position: Q3 2026 in Review

Cornerstone Advisory held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q3 2026 at 8,936 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #204.

Cornerstone Advisory first reported a position in TYG in Q4 2021 and has held it in 9 quarters since. The position peaked at $448K in Q4 2024. 78 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Cornerstone Advisory held 8,936 shares of Tortoise Energy Infrastructure Corp worth $342K as of Q3 2026.
Cornerstone Advisory left its Tortoise Energy Infrastructure Corp share count unchanged in Q3 2026.
Tortoise Energy Infrastructure Corp made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #204 holding.
Cornerstone Advisory first reported a position in Tortoise Energy Infrastructure Corp in Q4 2021 and has held it in 9 quarters since.
Cornerstone Advisory's Tortoise Energy Infrastructure Corp position peaked at $448K in Q4 2024.
78 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.