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Tortoise Energy Infrastructure closed end funds shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Tortoise Energy Infrastructure closed end funds (TYG) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Tortoise Energy Infrastructure closed end funds

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Energy Infrastructure closed end funds held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Energy Infrastructure closed end funds by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 12k 43.09
2025-06-30 $497k 11k 43.89
2025-03-31 $484k 11k 43.05
2024-12-31 $479k 11k 42.00

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View all positions for MAI Wealth Advisors

Top funds holding Tortoise Energy Infrastructure closed end funds

Morgan Stanley
Advisors Asset Management
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Penserra Capital Management
Allspring Global Investments Holdings
Wealth Enhancement Advisory Services
Arete Wealth Advisors
Sit Investment Associates
LPL Financial
Bard Associates
Guggenheim Capital, LLC Managers
American Financial Group
Meixler Investment Management

View all funds holding Tortoise Energy Infrastructure closed end funds