First National Bank of Mount Dora’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

First National Bank of Mount Dora’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	$210K	Hold	4,892	–	–	0.04%	120
2026 Q1	$244K	Hold	4,892	–	–	0.05%	115
2025 Q4	$200K	Hold	4,892	–	–	0.04%	122
2025 Q3	$211K	Hold	4,892	–	–	0.05%	121
2025 Q2	$215K	Hold	4,892	–	–	0.05%	124
2025 Q1	$211K	Hold	4,892	–	–	0.05%	125
2024 Q4	$205K	Buy	+4,892	New	+$207K	0.05%	128
2018 Q4	–	Sell	-2,125	Closed	-$229K	–	97
2018 Q3	$229K	Hold	2,125	–	–	0.1%	85
2018 Q2	$227K	Hold	2,125	–	–	0.1%	80
2018 Q1	$212K	Hold	2,125	–	–	0.1%	82
2017 Q4	$247K	Buy	+2,125	New	+$228K	0.11%	78

Other funds holding TYG

AIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

1WA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

First National Bank of Mount Dora's TYG Position: Q2 2026 in Review

First National Bank of Mount Dora held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 4,892 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #120.

First National Bank of Mount Dora first reported a position in TYG in Q4 2017 and has held it in 11 quarters since. The position peaked at $247K in Q4 2017. 59 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

First National Bank of Mount Dora held 4,892 shares of Tortoise Energy Infrastructure Corp worth $210K as of Q2 2026.
First National Bank of Mount Dora left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up 0.04% of First National Bank of Mount Dora's portfolio in Q2 2026, its #120 holding.
First National Bank of Mount Dora first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and has held it in 11 quarters since.
First National Bank of Mount Dora's Tortoise Energy Infrastructure Corp position peaked at $247K in Q4 2017.
59 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.