Kercheville Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Kercheville Advisors’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	$1.14M	Sell	29,685 -1,874	-6%	-$80.5K	0.31%	53
2026 Q2	$1.35M	Buy	31,559 +8,459	+37%	+$388K	0.41%	48
2026 Q1	$1.15M	Buy	23,100 +1,757	+8%	+$82.2K	0.37%	45
2025 Q4	$972K	Buy	21,343 +1,317	+7%	+$56.3K	0.25%	64
2025 Q3	$863K	Buy	20,026 +2,660	+15%	+$114K	0.26%	59
2025 Q2	$762K	Buy	17,366 +3,465	+25%	+$140K	0.26%	57
2025 Q1	$598K	Buy	13,901 +2,465	+22%	+$109K	0.24%	55
2024 Q4	$480K	Buy	+11,436	New	+$483K	0.19%	61

Other funds holding TYG

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

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kercheville Advisors's TYG Position: Q3 2026 in Review

Kercheville Advisors reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 5.9% in Q3 2026, selling an estimated $80.5K and leaving 29,685 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #53.

Kercheville Advisors first reported a position in TYG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q2 2026. 78 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Kercheville Advisors held 29,685 shares of Tortoise Energy Infrastructure Corp worth $1.14M as of Q3 2026.
Kercheville Advisors sold 1,874 Tortoise Energy Infrastructure Corp shares in Q3 2026, an estimated $80.5K.
Tortoise Energy Infrastructure Corp made up 0.31% of Kercheville Advisors's portfolio in Q3 2026, its #53 holding.
Kercheville Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q4 2024 and has held it in 8 quarters since.
Kercheville Advisors's Tortoise Energy Infrastructure Corp position peaked at $1.35M in Q2 2026.
78 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Kercheville Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.