Jones Financial Companies
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Jones Financial Companies’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Jones Financial Companies’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 		– Sell
-19
Closed -$777 – 4922
2025
Q4 		$777 Buy
+19
New +$812 ﹤0.01% 4074
2013
Q4 		– Sell
-156
Closed -$29K – 525
2013
Q3 		$29K Buy
+156
New +$28.1K ﹤0.01% 379

Other funds holding TYG

Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's TYG Position: Q1 2026 in Review

Jones Financial Companies sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2026, closing a stake of 19 shares — an estimated $777 sold.

Jones Financial Companies first reported a position in TYG in Q3 2013 and held it in 2 quarters. The position peaked at $29K in Q3 2013. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • Jones Financial Companies reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 19 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $777.
  • Jones Financial Companies first reported a position in Tortoise Energy Infrastructure Corp in Q3 2013 and held it in 2 quarters.
  • Jones Financial Companies's Tortoise Energy Infrastructure Corp position peaked at $29K in Q3 2013.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.