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

Segment Wealth 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 Q2	$643K	Hold	15,000	–	–	0.03%	205
2026 Q1	$748K	Hold	15,000	–	–	0.04%	188
2025 Q4	$614K	Hold	15,000	–	–	0.04%	202
2025 Q3	$646K	Hold	15,000	–	–	0.04%	190
2025 Q2	$658K	Hold	15,000	–	–	0.04%	184
2025 Q1	$646K	Buy	+15,000	New	+$663K	0.04%	181

Other funds holding TYG

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Segment Wealth Management's TYG Position: Q2 2026 in Review

Segment Wealth Management held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 15,000 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #205.

Segment Wealth Management first reported a position in TYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $748K in Q1 2026. 27 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

Segment Wealth Management held 15,000 shares of Tortoise Energy Infrastructure Corp worth $643K as of Q2 2026.
Segment Wealth Management left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #205 holding.
Segment Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2025 and has held it in 6 quarters since.
Segment Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $748K in Q1 2026.
27 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.