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 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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's TYG Position: Q2 2026 in Review

Cornerstone Advisory increased its Tortoise Energy Infrastructure Corp (TYG) stake by 2.3% in Q2 2026, buying an estimated $9.18K and bringing the position to 8,936 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #194.

Cornerstone Advisory first reported a position in TYG in Q4 2021 and has held it in 8 quarters since. The position peaked at $448K in Q4 2024. 53 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Cornerstone Advisory held 8,936 shares of Tortoise Energy Infrastructure Corp worth $383K as of Q2 2026.
Cornerstone Advisory bought 200 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $9.18K.
Tortoise Energy Infrastructure Corp made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #194 holding.
Cornerstone Advisory first reported a position in Tortoise Energy Infrastructure Corp in Q4 2021 and has held it in 8 quarters since.
Cornerstone Advisory's Tortoise Energy Infrastructure Corp position peaked at $448K in Q4 2024.
53 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.