WANY
TYG

Wealthspire Advisors (New York)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Wealthspire Advisors (New York)’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 		$266K Buy
+5,332
New +$250K ﹤0.01% 760
2025
Q4 		– Sell
-250
Closed -$10.8K – 2769
2025
Q3 		$10.8K Buy
+250
New +$10.7K ﹤0.01% 1985

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s TYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Tortoise Energy Infrastructure Corp (TYG) in Q1 2026: 5,332 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in TYG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in TYG in Q3 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,332 shares of Tortoise Energy Infrastructure Corp worth $266K as of Q1 2026.
  • Tortoise Energy Infrastructure Corp was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #760 holding.
  • Wealthspire Advisors (New York) first reported a position in Tortoise Energy Infrastructure Corp in Q3 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.