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 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 $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Alliance's TYG Position: Q1 2026 in Review

Fiduciary Alliance increased its Tortoise Energy Infrastructure Corp (TYG) stake by 9.3% in Q1 2026, buying an estimated $31.5K and bringing the position to 7,913 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #408.

Fiduciary Alliance first reported a position in TYG in Q4 2022 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

Fiduciary Alliance held 7,913 shares of Tortoise Energy Infrastructure Corp worth $376K as of Q1 2026.
Fiduciary Alliance bought 673 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $31.5K.
Tortoise Energy Infrastructure Corp made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #408 holding.
Fiduciary Alliance first reported a position in Tortoise Energy Infrastructure Corp in Q4 2022 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.