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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

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

EBWM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

NewEdge Wealth's TYG Position: Q1 2026 in Review

NewEdge Wealth reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 5.1% in Q1 2026, selling an estimated $31.8K and leaving 12,566 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #748.

NewEdge Wealth first reported a position in TYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $628K in Q3 2025. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

NewEdge Wealth held 12,566 shares of Tortoise Energy Infrastructure Corp worth $626K as of Q1 2026.
NewEdge Wealth sold 680 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $31.8K.
Tortoise Energy Infrastructure Corp made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #748 holding.
NewEdge Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q4 2024 and has held it in 6 quarters since.
NewEdge Wealth's Tortoise Energy Infrastructure Corp position peaked at $628K in Q3 2025.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.