Creative Planning’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Creative Planning’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	$347K	Buy	6,957 +294	+4%	+$13.8K	﹤0.01%	3309
2025 Q4	$273K	Buy	+6,663	New	+$285K	﹤0.01%	3319
2020 Q2	–	Sell	-2,763	Closed	-$28K	–	2135
2020 Q1	$28K	Buy	+2,763	New	+$147K	﹤0.01%	1699
2019 Q4	–	Sell	-3,259	Closed	-$267K	–	2113
2019 Q3	$267K	Sell	3,259 -869	-21%	-$75.1K	﹤0.01%	1432
2019 Q2	$372K	Sell	4,128 -7,375	-64%	-$680K	﹤0.01%	1235
2019 Q1	$1.08M	Sell	11,503 -200	-2%	-$18.9K	﹤0.01%	708
2018 Q4	$932K	Sell	11,703 -9,667	-45%	-$915K	﹤0.01%	700
2018 Q3	$2.3M	Buy	21,370 +17,673	+478%	+$1.98M	0.01%	446
2018 Q2	$395K	Sell	3,697 -650	-15%	-$72.5K	﹤0.01%	1204
2018 Q1	$434K	Sell	4,347 -128	-3%	-$14.8K	﹤0.01%	1151
2017 Q4	$520K	Sell	4,475 -164	-4%	-$17.6K	﹤0.01%	1050
2017 Q3	$537K	Buy	4,639 +173	+4%	+$20.2K	﹤0.01%	1019
2017 Q2	$543K	Buy	4,466 +388	+10%	+$50.4K	﹤0.01%	973
2017 Q1	$569K	Sell	4,078 -4,303	-51%	-$572K	﹤0.01%	924
2016 Q4	$1.03M	Buy	8,381 +4,449	+113%	+$539K	0.01%	615
2016 Q3	$484K	Buy	3,932 +585	+17%	+$72.3K	﹤0.01%	913
2016 Q2	$412K	Sell	3,347 -242	-7%	-$27.6K	﹤0.01%	875
2016 Q1	$353K	Sell	3,589 -93	-3%	-$8.78K	﹤0.01%	903
2015 Q4	$410K	Sell	3,682 -413	-10%	-$46K	﹤0.01%	854
2015 Q3	$444K	Sell	4,095 -1,144	-22%	-$156K	﹤0.01%	787
2015 Q2	$773K	Sell	5,239 -640	-11%	-$107K	0.01%	547
2015 Q1	$988K	Buy	5,879 +613	+12%	+$106K	0.01%	469
2014 Q4	$922K	Buy	5,266 +184	+4%	+$33.4K	0.01%	475
2014 Q3	$978K	Buy	5,082 +284	+6%	+$54.3K	0.01%	411
2014 Q2	$949K	Buy	4,798 +1,238	+35%	+$237K	0.01%	401
2014 Q1	$652K	Sell	3,560 -1,085	-23%	-$195K	0.01%	516
2013 Q4	$886K	Sell	4,645 -1,137	-20%	-$214K	0.02%	342
2013 Q3	$1.06M	Buy	5,782 +175	+3%	+$31.6K	0.02%	250
2013 Q2	$1.04M	Buy	+5,607	New	+$1.02M	0.02%	220

Other funds holding TYG

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's TYG Position: Q1 2026 in Review

Creative Planning increased its Tortoise Energy Infrastructure Corp (TYG) stake by 4.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 6,957 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Creative Planning first reported a position in TYG in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.3M in Q3 2018. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

Creative Planning held 6,957 shares of Tortoise Energy Infrastructure Corp worth $347K as of Q1 2026.
Creative Planning bought 294 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $13.8K.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3309 holding.
Creative Planning first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and has held it in 29 quarters since.
Creative Planning's Tortoise Energy Infrastructure Corp position peaked at $2.3M in Q3 2018.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.