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West Branch Capital’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

West Branch Capital’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 		– Sell
-306
Closed -$15.3K – 386
2026
Q1 		$15.3K Buy
306
+9
+3% +$421 ﹤0.01% 202
2025
Q4 		$12.1K Buy
+297
New +$12.7K ﹤0.01% 239

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

West Branch Capital's TYG Position: Q2 2026 in Review

West Branch Capital sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2026, closing a stake of 306 shares — an estimated $15.3K sold.

West Branch Capital first reported a position in TYG in Q4 2025 and held it in 2 quarters. The position peaked at $15.3K in Q1 2026. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • West Branch Capital reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 306 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $15.3K.
  • West Branch Capital first reported a position in Tortoise Energy Infrastructure Corp in Q4 2025 and held it in 2 quarters.
  • West Branch Capital's Tortoise Energy Infrastructure Corp position peaked at $15.3K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.