OWP
TYG

ORG Wealth Partners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

ORG Wealth Partners’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 		– Sell
-42
Closed -$1.84K – 654
2025
Q3 		$1.84K Hold
42
– – ﹤0.01% 563
2025
Q2 		$1.86K Hold
42
– – ﹤0.01% 601
2025
Q1 		$1.86K Buy
+42
New +$1.86K ﹤0.01% 673

Other funds holding TYG

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ORG Wealth Partners's TYG Position: Q4 2025 in Review

ORG Wealth Partners sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2025, closing a stake of 42 shares — an estimated $1.84K sold.

ORG Wealth Partners first reported a position in TYG in Q1 2025 and held it in 3 quarters. The position peaked at $1.86K in Q2 2025. 163 funds tracked by Wall St. Rank hold TYG as of Q4 2025.

  • ORG Wealth Partners reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 42 Tortoise Energy Infrastructure Corp shares in Q4 2025, an estimated $1.84K.
  • ORG Wealth Partners first reported a position in Tortoise Energy Infrastructure Corp in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's Tortoise Energy Infrastructure Corp position peaked at $1.86K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.