XF
TYG

XML Financial’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

XML Financial’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 		$250K Buy
5,829
+127
+2% +$5.83K 0.02% 399
2026
Q1 		$284K Hold
5,702
– – 0.02% 350
2025
Q4 		$233K Buy
+5,702
New +$244K 0.02% 382

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

XML Financial's TYG Position: Q2 2026 in Review

XML Financial increased its Tortoise Energy Infrastructure Corp (TYG) stake by 2.2% in Q2 2026, buying an estimated $5.83K and bringing the position to 5,829 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #399.

XML Financial first reported a position in TYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q1 2026. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • XML Financial held 5,829 shares of Tortoise Energy Infrastructure Corp worth $250K as of Q2 2026.
  • XML Financial bought 127 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $5.83K.
  • Tortoise Energy Infrastructure Corp made up 0.02% of XML Financial's portfolio in Q2 2026, its #399 holding.
  • XML Financial first reported a position in Tortoise Energy Infrastructure Corp in Q4 2025 and has held it in 3 quarters since.
  • XML Financial's Tortoise Energy Infrastructure Corp position peaked at $284K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.