Fiduciary Alliance’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Fiduciary Alliance’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	$387K	Buy	9,032 +1,119	+14%	+$51.4K	0.03%	403
2026 Q1	$376K	Buy	7,913 +673	+9%	+$31.5K	0.02%	408
2025 Q4	$296K	Sell	7,240 -296	-4%	-$12.6K	0.02%	420
2025 Q3	$325K	Buy	7,536 +1,824	+32%	+$78.3K	0.02%	405
2025 Q2	$251K	Sell	5,712 -1,742	-23%	-$70.6K	0.02%	423
2025 Q1	$321K	Buy	+7,454	New	+$330K	0.03%	304
2023 Q3	–	Sell	-281	Closed	-$8.16K	–	892
2023 Q2	$8.16K	Buy	+281	New	+$8.1K	﹤0.01%	607
2023 Q1	–	Sell	-281	Closed	-$8.93K	–	821
2022 Q4	$8.93K	Buy	+281	New	+$9.11K	﹤0.01%	430

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

Fiduciary Alliance's TYG Position: Q2 2026 in Review

Fiduciary Alliance increased its Tortoise Energy Infrastructure Corp (TYG) stake by 14% in Q2 2026, buying an estimated $51.4K and bringing the position to 9,032 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #403.

Fiduciary Alliance first reported a position in TYG in Q4 2022 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Fiduciary Alliance held 9,032 shares of Tortoise Energy Infrastructure Corp worth $387K as of Q2 2026.
Fiduciary Alliance bought 1,119 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $51.4K.
Tortoise Energy Infrastructure Corp made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #403 holding.
Fiduciary Alliance first reported a position in Tortoise Energy Infrastructure Corp in Q4 2022 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.