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

MBA 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 		$202K Hold
5,280
– – 0.07% 163
2026
Q2 		$226K Hold
5,280
– – 0.08% 151
2026
Q1 		$263K Hold
5,280
– – 0.1% 125
2025
Q4 		$216K Buy
5,280
+180
+4% +$7.69K 0.09% 132
2025
Q3 		$220K Buy
+5,100
New +$219K 0.09% 133

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBA Advisors's TYG Position: Q3 2026 in Review

MBA Advisors held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q3 2026 at 5,280 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #163.

MBA Advisors first reported a position in TYG in Q3 2025 and has held it in 5 quarters since. The position peaked at $263K in Q1 2026. 137 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

  • MBA Advisors held 5,280 shares of Tortoise Energy Infrastructure Corp worth $202K as of Q3 2026.
  • MBA Advisors left its Tortoise Energy Infrastructure Corp share count unchanged in Q3 2026.
  • Tortoise Energy Infrastructure Corp made up 0.07% of MBA Advisors's portfolio in Q3 2026, its #163 holding.
  • MBA Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2025 and has held it in 5 quarters since.
  • MBA Advisors's Tortoise Energy Infrastructure Corp position peaked at $263K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.