United Capital Financial Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

United Capital 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
2026 Q2	$917K	Hold	21,400	–	–	0.01%	832
2026 Q1	$1.07M	Hold	21,400	–	–	0.01%	737
2025 Q4	$875K	Buy	21,400 +400	+2%	+$17.1K	0.01%	785
2025 Q3	$905K	Buy	+21,000	New	+$901K	0.01%	671
2015 Q3	–	Sell	-1,987	Closed	-$293K	–	1316
2015 Q2	$293K	Buy	1,987 +12	+0.6%	+$2.02K	﹤0.01%	1078
2015 Q1	$351K	Sell	1,975 -1,069	-35%	-$185K	﹤0.01%	1022
2014 Q4	$533K	Buy	3,044 +1,332	+78%	+$242K	0.01%	805
2014 Q3	$329K	Sell	1,712 -1,019	-37%	-$195K	0.01%	910
2014 Q2	$540K	Sell	2,731 -103	-4%	-$19.8K	0.01%	666
2014 Q1	$519K	Sell	2,834 -2,728	-49%	-$491K	0.01%	628
2013 Q4	$1.06M	Sell	5,562 -550	-9%	-$104K	0.04%	323
2013 Q3	$1.12M	Sell	6,112 -872	-12%	-$157K	0.04%	325
2013 Q2	$1.3M	Buy	+6,984	New	+$1.27M	0.03%	369

Other funds holding TYG

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

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

United Capital Financial Advisors's TYG Position: Q2 2026 in Review

United Capital Financial Advisors held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 21,400 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #832.

United Capital Financial Advisors first reported a position in TYG in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.3M in Q2 2013. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

United Capital Financial Advisors held 21,400 shares of Tortoise Energy Infrastructure Corp worth $917K as of Q2 2026.
United Capital Financial Advisors left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #832 holding.
United Capital Financial Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and has held it in 13 quarters since.
United Capital Financial Advisors's Tortoise Energy Infrastructure Corp position peaked at $1.3M in Q2 2013.
167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.