Key Financial Inc’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Key Financial Inc’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	–	Sell	-6	Closed	-$257	–	1379
2026 Q2	$257	Hold	6	–	–	﹤0.01%	1300
2026 Q1	$299	Hold	6	–	–	﹤0.01%	1333
2025 Q4	$245	Hold	6	–	–	﹤0.01%	1370
2025 Q3	$260	Hold	6	–	–	﹤0.01%	1388
2025 Q2	$263	Hold	6	–	–	﹤0.01%	1372
2025 Q1	$258	Hold	6	–	–	﹤0.01%	1331
2024 Q4	$252	Hold	6	–	–	﹤0.01%	1329
2024 Q3	$236	Hold	6	–	–	﹤0.01%	1305
2024 Q2	$209	Hold	6	–	–	﹤0.01%	1294
2024 Q1	$185	Hold	6	–	–	﹤0.01%	1272
2023 Q4	$173	Hold	6	–	–	﹤0.01%	1281
2023 Q3	$173	Hold	6	–	–	﹤0.01%	1301
2023 Q2	$174	Hold	6	–	–	﹤0.01%	1346
2023 Q1	$176	Hold	6	–	–	﹤0.01%	1136
2022 Q4	$180	Hold	6	–	–	﹤0.01%	1139
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1183
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1166
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1111
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1001
2021 Q3	$0	Hold	6	–	–	﹤0.01%	952
2021 Q2	$0	Hold	6	–	–	﹤0.01%	895
2021 Q1	$0	Hold	6	–	–	﹤0.01%	806
2020 Q4	$0	Buy	+6	New	+$109	﹤0.01%	743

Other funds holding TYG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

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

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

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

American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

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

Key Financial Inc's TYG Position: Q3 2026 in Review

Key Financial Inc sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2026, closing a stake of 6 shares — an estimated $257 sold.

Key Financial Inc first reported a position in TYG in Q4 2020 and held it in 23 quarters. The position peaked at $299 in Q1 2026. 137 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Key Financial Inc reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2026 after selling out during the quarter.
Key Financial Inc sold 6 Tortoise Energy Infrastructure Corp shares in Q3 2026, an estimated $257.
Key Financial Inc first reported a position in Tortoise Energy Infrastructure Corp in Q4 2020 and held it in 23 quarters.
Key Financial Inc's Tortoise Energy Infrastructure Corp position peaked at $299 in Q1 2026.
137 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.