NW
TYG

NewEdge Wealth’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

NewEdge Wealth’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
Q2 		$506K Sell
11,803
-763
-6% -$35K 0.01% 853
2026
Q1 		$626K Sell
12,566
-680
-5% -$31.8K 0.01% 748
2025
Q4 		$542K Sell
13,246
-1,216
-8% -$52K 0.01% 813
2025
Q3 		$628K Hold
14,462
– – 0.01% 681
2025
Q2 		$627K Buy
14,462
+1,000
+7% +$40.5K 0.01% 641
2025
Q1 		$580K Hold
13,462
– – 0.01% 608
2024
Q4 		$565K Buy
+13,462
New +$569K 0.01% 614

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

NewEdge Wealth's TYG Position: Q2 2026 in Review

NewEdge Wealth reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 6.1% in Q2 2026, selling an estimated $35K and leaving 11,803 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #853.

NewEdge Wealth first reported a position in TYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $628K in Q3 2025. 168 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • NewEdge Wealth held 11,803 shares of Tortoise Energy Infrastructure Corp worth $506K as of Q2 2026.
  • NewEdge Wealth sold 763 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $35K.
  • Tortoise Energy Infrastructure Corp made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #853 holding.
  • NewEdge Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's Tortoise Energy Infrastructure Corp position peaked at $628K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.