WFA
TYG

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

WJ 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 		$1.34M Buy
31,301
+2,720
+10% +$125K 0.99% 30
2026
Q1 		$1.42M Buy
28,581
+668
+2% +$31.3K 1.15% 26
2025
Q4 		$1.14M Buy
27,913
+3,912
+16% +$167K 1.02% 28
2025
Q3 		$1.03M Buy
+24,001
New +$1.03M 1% 27

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

WJ Financial Advisors's TYG Position: Q2 2026 in Review

WJ Financial Advisors increased its Tortoise Energy Infrastructure Corp (TYG) stake by 9.5% in Q2 2026, buying an estimated $125K and bringing the position to 31,301 shares worth $1.34M. The position accounts for 0.99% of the portfolio, ranked #30.

WJ Financial Advisors first reported a position in TYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2026. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • WJ Financial Advisors held 31,301 shares of Tortoise Energy Infrastructure Corp worth $1.34M as of Q2 2026.
  • WJ Financial Advisors bought 2,720 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $125K.
  • Tortoise Energy Infrastructure Corp made up 0.99% of WJ Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • WJ Financial Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Tortoise Energy Infrastructure Corp position peaked at $1.42M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

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