MGB Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

MGB Wealth Management’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
2025 Q4	$1.09M	Buy	26,689 +499	+2%	+$21.3K	0.31%	67
2025 Q3	$1.13M	Buy	26,190 +2,294	+10%	+$98.4K	0.32%	62
2025 Q2	$1.05M	Buy	23,896 +601	+3%	+$24.4K	0.35%	65
2025 Q1	$1M	Buy	23,295 +258	+1%	+$11.4K	0.36%	73
2024 Q4	$968K	Buy	23,037 +1,744	+8%	+$73.7K	0.3%	68
2024 Q3	$836K	Buy	21,293 +96	+0.5%	+$3.46K	0.3%	80
2024 Q2	$758K	Sell	21,197 -806	-4%	-$26.2K	0.28%	82
2024 Q1	$680K	Sell	22,003 -187	-0.8%	-$5.47K	0.28%	88
2023 Q4	$638K	Buy	+22,190	New	+$628K	0.32%	85

Other funds holding TYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MGB Wealth Management's TYG Position: Q4 2025 in Review

MGB Wealth Management increased its Tortoise Energy Infrastructure Corp (TYG) stake by 1.9% in Q4 2025, buying an estimated $21.3K and bringing the position to 26,689 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #67.

MGB Wealth Management first reported a position in TYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 163 funds tracked by Wall St. Rank hold TYG as of Q4 2025.

MGB Wealth Management held 26,689 shares of Tortoise Energy Infrastructure Corp worth $1.09M as of Q4 2025.
MGB Wealth Management bought 499 Tortoise Energy Infrastructure Corp shares in Q4 2025, an estimated $21.3K.
Tortoise Energy Infrastructure Corp made up 0.31% of MGB Wealth Management's portfolio in Q4 2025, its #67 holding.
MGB Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $1.13M in Q3 2025.
163 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.