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 Q3	$316K	Sell	8,258 -774	-9%	-$33.3K	0.02%	399
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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AIP

Avail Investment Partners Lemont, Pennsylvania $136M AUM

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fiduciary Alliance's TYG Position: Q3 2026 in Review

Fiduciary Alliance reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 8.6% in Q3 2026, selling an estimated $33.3K and leaving 8,258 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #399.

Fiduciary Alliance first reported a position in TYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $387K in Q2 2026. 21 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Fiduciary Alliance held 8,258 shares of Tortoise Energy Infrastructure Corp worth $316K as of Q3 2026.
Fiduciary Alliance sold 774 Tortoise Energy Infrastructure Corp shares in Q3 2026, an estimated $33.3K.
Tortoise Energy Infrastructure Corp made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #399 holding.
Fiduciary Alliance first reported a position in Tortoise Energy Infrastructure Corp in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Tortoise Energy Infrastructure Corp position peaked at $387K in Q2 2026.
21 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.