SWM
TYG

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

Spire 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 		$36.9K Sell
860
-688
-44% -$31.6K ﹤0.01% 1259
2026
Q1 		$77.2K Buy
1,548
+699
+82% +$32.7K ﹤0.01% 1047
2025
Q4 		$34.7K Buy
849
+2
+0.2% +$85 ﹤0.01% 1291
2025
Q3 		$36.5K Buy
847
+51
+6% +$2.19K ﹤0.01% 1332
2025
Q2 		$34.9K Sell
796
-815
-51% -$33K ﹤0.01% 1326
2025
Q1 		$69.4K Buy
1,611
+657
+69% +$29.1K ﹤0.01% 1174
2024
Q4 		$40.1K Sell
954
-139
-13% -$5.87K ﹤0.01% 1363
2024
Q3 		$42.9K Buy
1,093
+657
+151% +$23.7K ﹤0.01% 1179
2024
Q2 		$15.2K Sell
436
-657
-60% -$21.4K ﹤0.01% 1525
2024
Q1 		$33.8K Buy
1,093
+657
+151% +$19.2K ﹤0.01% 1346
2023
Q4 		$12.3K Sell
436
-785
-64% -$22.2K ﹤0.01% 1692
2023
Q3 		$35.3K Hold
1,221
– – ﹤0.01% 1296
2023
Q2 		$35.5K Sell
1,221
-77
-6% -$2.22K ﹤0.01% 1353
2023
Q1 		$38.2K Buy
1,298
+51
+4% +$1.6K ﹤0.01% 1317
2022
Q4 		$40K Sell
1,247
-157
-11% -$5.09K ﹤0.01% 1068
2022
Q3 		$42K Hold
1,404
– – ﹤0.01% 1014
2022
Q2 		$42K Sell
1,404
-830
-37% -$27.2K ﹤0.01% 1368
2022
Q1 		$77K Buy
2,234
+255
+13% +$7.84K ﹤0.01% 1274
2021
Q4 		$55K Sell
1,979
-56
-3% -$1.61K ﹤0.01% 1676
2021
Q3 		$55K Buy
+2,035
New +$54.9K ﹤0.01% 1439

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

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

Spire Wealth Management reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 44% in Q2 2026, selling an estimated $31.6K and leaving 860 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Spire Wealth Management first reported a position in TYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $77.2K in Q1 2026. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • Spire Wealth Management held 860 shares of Tortoise Energy Infrastructure Corp worth $36.9K as of Q2 2026.
  • Spire Wealth Management sold 688 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $31.6K.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1259 holding.
  • Spire Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q3 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $77.2K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.