EverSource Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

EverSource Wealth Advisors’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	$97	Hold	2	–	–	﹤0.01%	4311
2026 Q1	$109	Hold	2	–	–	﹤0.01%	4260
2025 Q4	$87	Hold	2	–	–	﹤0.01%	4118
2025 Q3	$89	Sell	2 -66	-97%	-$2.83K	﹤0.01%	4210
2025 Q2	$2.98K	Buy	68 +2	+3%	+$81	﹤0.01%	3353
2025 Q1	$2.85K	Buy	+66	New	+$2.92K	﹤0.01%	2755

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

EverSource Wealth Advisors's TYG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

EverSource Wealth Advisors first reported a position in TYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.98K in Q2 2025. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

EverSource Wealth Advisors held 2 shares of Tortoise Energy Infrastructure Corp worth $97 as of Q2 2026.
EverSource Wealth Advisors left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4311 holding.
EverSource Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $2.98K in Q2 2025.
167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.