Financial Management Professionals’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Financial Management Professionals’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	$1.75K	Buy	41 +2	+5%	+$92	﹤0.01%	811
2026 Q1	$1.97K	Buy	39 +1	+3%	+$47	﹤0.01%	734
2025 Q4	$1.57K	Buy	38 +1	+3%	+$43	﹤0.01%	751
2025 Q3	$1.6K	Buy	37 +1	+3%	+$43	﹤0.01%	734
2025 Q2	$1.59K	Buy	36 +1	+3%	+$41	﹤0.01%	777
2025 Q1	$1.52K	Buy	35 +1	+3%	+$44	﹤0.01%	771
2024 Q4	$1.45K	Hold	34	–	–	﹤0.01%	766
2024 Q3	$1K	Buy	34 +1	+3%	+$36	﹤0.01%	896
2024 Q2	$1K	Buy	33 +1	+3%	+$33	﹤0.01%	861
2024 Q1	$1K	Buy	32 +1	+3%	+$29	﹤0.01%	913
2023 Q4	$1K	Hold	31	–	–	﹤0.01%	899
2023 Q3	$1K	Buy	31 +1	+3%	+$30	﹤0.01%	842
2023 Q2	$1K	Buy	30 +1	+3%	+$29	﹤0.01%	882
2023 Q1	$1K	Hold	29	–	–	﹤0.01%	953
2022 Q4	$1K	Buy	+29	New	+$941	﹤0.01%	874

Other funds holding TYG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return