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Tortoise Energy Infrastructure closed end funds shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 250 43.09

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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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