Evermay Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Evermay Wealth Management’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	$12.8K	Hold	298	–	–	﹤0.01%	486
2026 Q1	$14.9K	Hold	298	–	–	﹤0.01%	424
2025 Q4	$12.2K	Hold	298	–	–	﹤0.01%	429
2025 Q3	$12.8K	Hold	298	–	–	﹤0.01%	425
2025 Q2	$13.1K	Hold	298	–	–	﹤0.01%	421
2025 Q1	$12.8K	Hold	298	–	–	﹤0.01%	422
2024 Q4	$12.5K	Hold	298	–	–	﹤0.01%	422
2024 Q3	$11.7K	Hold	298	–	–	﹤0.01%	446
2024 Q2	$10.4K	Hold	298	–	–	﹤0.01%	450
2024 Q1	$9.21K	Hold	298	–	–	﹤0.01%	478
2023 Q4	$8.57K	Sell	298 -35	-11%	-$990	﹤0.01%	464
2023 Q3	$9.62K	Hold	333	–	–	﹤0.01%	433
2023 Q2	$9.67K	Hold	333	–	–	﹤0.01%	432
2023 Q1	$9.79K	Hold	333	–	–	﹤0.01%	423
2022 Q4	$10.6K	Sell	333 -42	-11%	-$1.36K	﹤0.01%	409
2022 Q3	$11K	Hold	375	–	–	﹤0.01%	392
2022 Q2	$11K	Hold	375	–	–	﹤0.01%	393
2022 Q1	$13K	Hold	375	–	–	﹤0.01%	399
2021 Q4	$10K	Hold	375	–	–	﹤0.01%	410
2021 Q3	$10K	Hold	375	–	–	﹤0.01%	387
2021 Q2	$11K	Buy	+375	New	+$10.2K	﹤0.01%	406

Other funds holding TYG

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Evermay Wealth Management's TYG Position: Q2 2026 in Review

Evermay Wealth Management held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 298 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Evermay Wealth Management first reported a position in TYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.9K in Q1 2026. 45 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Evermay Wealth Management held 298 shares of Tortoise Energy Infrastructure Corp worth $12.8K as of Q2 2026.
Evermay Wealth Management left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #486 holding.
Evermay Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $14.9K in Q1 2026.
45 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.