Plante Moran Financial Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Plante Moran Financial 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
2025 Q2	–	Sell	-400	Closed	-$17.2K	–	859
2025 Q1	$17.2K	Hold	400	–	–	﹤0.01%	501
2024 Q4	$16.8K	Hold	400	–	–	﹤0.01%	515
2024 Q3	$15.7K	Hold	400	–	–	﹤0.01%	558
2024 Q2	$13.9K	Hold	400	–	–	﹤0.01%	529
2024 Q1	$12.4K	Hold	400	–	–	﹤0.01%	574
2023 Q4	$11.5K	Hold	400	–	–	﹤0.01%	537
2023 Q3	$11.6K	Hold	400	–	–	﹤0.01%	513
2023 Q2	$11.6K	Hold	400	–	–	﹤0.01%	532
2023 Q1	$11.8K	Hold	400	–	–	﹤0.01%	538
2022 Q4	$12.7K	Hold	400	–	–	﹤0.01%	541
2022 Q3	$12K	Hold	400	–	–	﹤0.01%	560
2022 Q2	$12K	Hold	400	–	–	﹤0.01%	576
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	558
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	682
2021 Q3	$11K	Hold	400	–	–	﹤0.01%	678
2021 Q2	$12K	Hold	400	–	–	﹤0.01%	658
2021 Q1	$10K	Buy	+400	New	+$9.39K	﹤0.01%	656
2020 Q4	–	Sell	-128	Closed	-$2K	–	993
2020 Q3	$2K	Hold	128	–	–	﹤0.01%	792
2020 Q2	$2K	Hold	128	–	–	﹤0.01%	683
2020 Q1	$1K	Sell	128 -3,443	-96%	-$183K	﹤0.01%	710
2019 Q4	$256K	Sell	3,571 -5,840	-62%	-$428K	0.09%	129
2019 Q3	$770K	Sell	9,411 -1,575	-14%	-$136K	0.22%	61
2019 Q2	$991K	Sell	10,986 -3,725	-25%	-$343K	0.3%	47
2019 Q1	$1.38M	Buy	14,711 +11,772	+401%	+$1.12M	0.43%	31
2018 Q4	$234K	Buy	2,939 +2,743	+1,399%	+$259K	0.08%	123
2018 Q3	$21K	Buy	196 +68	+53%	+$7.61K	0.01%	435
2018 Q2	$14K	Hold	128	–	–	0.01%	516
2018 Q1	$13K	Hold	128	–	–	0.01%	570
2017 Q4	$15K	Sell	128 -139	-52%	-$14.9K	0.01%	540
2017 Q3	$31K	Buy	267 +139	+109%	+$16.2K	0.02%	401
2017 Q2	$16K	Sell	128 -88	-41%	-$11.4K	0.01%	500
2017 Q1	$30K	Sell	216 -55	-20%	-$7.31K	0.02%	406
2016 Q4	$33K	Buy	271 +143	+112%	+$17.3K	0.02%	398
2016 Q3	$16K	Hold	128	–	–	0.01%	529
2016 Q2	$16K	Hold	128	–	–	0.01%	467
2016 Q1	$13K	Hold	128	–	–	0.01%	449
2015 Q4	$14K	Hold	128	–	–	0.01%	517
2015 Q3	$14K	Hold	128	–	–	0.01%	438
2015 Q2	$19K	Hold	128	–	–	0.01%	425
2015 Q1	$22K	Hold	128	–	–	0.02%	396
2014 Q4	$22K	Hold	128	–	–	0.02%	397
2014 Q3	$25K	Buy	+128	New	+$24.5K	0.02%	370

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Plante Moran Financial Advisors's TYG Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2025, closing a stake of 400 shares — an estimated $17.2K sold.

Plante Moran Financial Advisors first reported a position in TYG in Q3 2014 and held it in 42 quarters. The position peaked at $1.38M in Q1 2019. 132 funds tracked by Wall St. Rank hold TYG as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 400 Tortoise Energy Infrastructure Corp shares in Q2 2025, an estimated $17.2K.
Plante Moran Financial Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2014 and held it in 42 quarters.
Plante Moran Financial Advisors's Tortoise Energy Infrastructure Corp position peaked at $1.38M in Q1 2019.
132 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.