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Tortoise Energy Infrastructure closed end funds shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management 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 Segment Wealth Management 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 15k 43.09
2025-06-30 $658k 15k 43.89
2025-03-31 $646k 15k 43.05

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
S&p Global (SPGI)
Ge Vernova (GEV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Garmin SHS (GRMN)
Asml Holding N V N Y Registry Shs (ASML)
McKesson Corporation (MCK)
Exxon Mobil Corporation (XOM)

View all positions for Segment Wealth Management

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