Wealth Alliance
TYG icon

Wealth Alliance’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Wealth Alliance’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 		$346K Sell
9,031
-2,545
-22% -$109K 0.03% 404
2026
Q2 		$496K Buy
11,576
+616
+6% +$28.3K 0.04% 319
2026
Q1 		$546K Sell
10,960
-202
-2% -$9.46K 0.05% 275
2025
Q4 		$457K Buy
+11,162
New +$477K 0.04% 319

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Alliance's TYG Position: Q3 2026 in Review

Wealth Alliance reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 22% in Q3 2026, selling an estimated $109K and leaving 9,031 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #404.

Wealth Alliance first reported a position in TYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $546K in Q1 2026. 137 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

  • Wealth Alliance held 9,031 shares of Tortoise Energy Infrastructure Corp worth $346K as of Q3 2026.
  • Wealth Alliance sold 2,545 Tortoise Energy Infrastructure Corp shares in Q3 2026, an estimated $109K.
  • Tortoise Energy Infrastructure Corp made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #404 holding.
  • Wealth Alliance first reported a position in Tortoise Energy Infrastructure Corp in Q4 2025 and has held it in 4 quarters since.
  • Wealth Alliance's Tortoise Energy Infrastructure Corp position peaked at $546K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.