Diversified Trust’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Diversified Trust’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	$266K	Sell	6,198 -3,061	-33%	-$141K	﹤0.01%	956
2026 Q1	$462K	Buy	9,259 +153	+2%	+$7.16K	0.01%	710
2025 Q4	$372K	Buy	9,106 +355	+4%	+$15.2K	0.01%	760
2025 Q3	$377K	Buy	8,751 +44	+0.5%	+$1.89K	0.01%	738
2025 Q2	$382K	Hold	8,707	–	–	0.01%	676
2025 Q1	$375K	Sell	8,707 -2,759	-24%	-$122K	0.01%	657
2024 Q4	$482K	Buy	+11,466	New	+$484K	0.01%	609

Other funds holding TYG

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

1WA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Diversified Trust's TYG Position: Q2 2026 in Review

Diversified Trust reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 33% in Q2 2026, selling an estimated $141K and leaving 6,198 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Diversified Trust first reported a position in TYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $482K in Q4 2024. 23 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Diversified Trust held 6,198 shares of Tortoise Energy Infrastructure Corp worth $266K as of Q2 2026.
Diversified Trust sold 3,061 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $141K.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #956 holding.
Diversified Trust first reported a position in Tortoise Energy Infrastructure Corp in Q4 2024 and has held it in 7 quarters since.
Diversified Trust's Tortoise Energy Infrastructure Corp position peaked at $482K in Q4 2024.
23 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.