Zimmer Partners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Zimmer Partners’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	–	Sell	-50,000	Closed	-$2.04M	–	152
2025 Q4	$2.04M	Sell	50,000 -31,418	-39%	-$1.34M	0.05%	97
2025 Q3	$3.51M	Sell	81,418 -2,500	-3%	-$107K	0.08%	111
2025 Q2	$3.68M	Hold	83,918	–	–	0.08%	119
2025 Q1	$3.61M	Hold	83,918	–	–	0.07%	131
2024 Q4	$3.52M	Buy	83,918 +23,460	+39%	+$991K	0.06%	117
2024 Q3	$2.37M	Hold	60,458	–	–	0.04%	124
2024 Q2	$2.11M	Hold	60,458	–	–	0.04%	128
2024 Q1	$1.87M	Hold	60,458	–	–	0.04%	113
2023 Q4	$1.74M	Sell	60,458 -7,248	-11%	-$205K	0.06%	86
2023 Q3	$1.96M	Hold	67,706	–	–	0.05%	101
2023 Q2	$1.97M	Hold	67,706	–	–	0.05%	92
2023 Q1	$1.99M	Buy	+67,706	New	+$2.13M	0.04%	82

Other funds holding TYG

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zimmer Partners's TYG Position: Q1 2026 in Review

Zimmer Partners sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2026, closing a stake of 50,000 shares — an estimated $2.04M sold.

Zimmer Partners first reported a position in TYG in Q1 2023 and held it in 12 quarters. The position peaked at $3.68M in Q2 2025. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

Zimmer Partners reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 50,000 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $2.04M.
Zimmer Partners first reported a position in Tortoise Energy Infrastructure Corp in Q1 2023 and held it in 12 quarters.
Zimmer Partners's Tortoise Energy Infrastructure Corp position peaked at $3.68M in Q2 2025.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.