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

Private Wealth Asset 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
2026 Q3	–	Sell	-200	Closed	-$8.57K	–	1084
2026 Q2	$8.57K	Hold	200	–	–	﹤0.01%	736
2026 Q1	$10K	Hold	200	–	–	﹤0.01%	698
2025 Q4	$8.18K	Hold	200	–	–	﹤0.01%	710
2025 Q3	$8.62K	Buy	+200	New	+$8.58K	﹤0.01%	673

Other funds holding TYG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Wealth Asset Management's TYG Position: Q3 2026 in Review

Private Wealth Asset Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2026, closing a stake of 200 shares — an estimated $8.57K sold.

Private Wealth Asset Management first reported a position in TYG in Q3 2025 and held it in 4 quarters. The position peaked at $10K in Q1 2026. 137 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Private Wealth Asset Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2026 after selling out during the quarter.
Private Wealth Asset Management sold 200 Tortoise Energy Infrastructure Corp shares in Q3 2026, an estimated $8.57K.
Private Wealth Asset Management first reported a position in Tortoise Energy Infrastructure Corp in Q3 2025 and held it in 4 quarters.
Private Wealth Asset Management's Tortoise Energy Infrastructure Corp position peaked at $10K in Q1 2026.
137 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.