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SageView Advisory Group’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

SageView Advisory Group’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 		– Sell
-951
Closed -$38.9K – 2301
2025
Q4 		$38.9K Buy
+951
New +$40.6K ﹤0.01% 1180

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's TYG Position: Q1 2026 in Review

SageView Advisory Group sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2026, closing a stake of 951 shares — an estimated $38.9K sold.

SageView Advisory Group first reported a position in TYG in Q4 2025 and held it in 1 quarter. The position peaked at $38.9K in Q4 2025. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • SageView Advisory Group reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 951 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $38.9K.
  • SageView Advisory Group first reported a position in Tortoise Energy Infrastructure Corp in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Tortoise Energy Infrastructure Corp position peaked at $38.9K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.