Back to TYG
Marshall & Sterling Wealth Advisors Inc. → TYG
Marshall & Sterling Wealth Advisors Inc. TYG Position History
Tortoise Energy Infrastructure Corporation • Energy
Quarters held
225
Latest value
$4.3M
Q3 2026
Peak value
$359.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.1M |
| Q3 2025 | $5.9M |
| Q3 2025 | $32.3M |
| Q3 2025 | $4.3M |
| Q3 2025 | $19.2M |
| Q3 2025 | $3.5M |
| Q3 2025 | $4.3M |
| Q3 2025 | $693K |
| Q3 2025 | $9.7M |
| Q3 2025 | $7M |
| Q3 2025 | $7.4M |
| Q3 2025 | $25.2M |
| Q3 2025 | $8.7M |
| Q3 2025 | $8.1M |
| Q3 2025 | $21.9M |
| Q3 2025 | $8.4M |
| Q3 2025 | $10.1M |
| Q3 2025 | $13.2M |
| Q3 2025 | $8.7M |
| Q3 2025 | $10.4M |
| Q3 2025 | $22.9M |
| Q3 2025 | $359.4M |
| Q3 2025 | $12.7M |
| Q3 2025 | $4.1M |
| Q3 2025 | $1.2M |
| Q3 2025 | $2.7M |
| Q3 2025 | $11.2M |
| Q3 2025 | $3.8M |
| Q3 2025 | $3.5M |
| Q3 2025 | $153.3M |
| Q3 2025 | $12.6M |
| Q3 2025 | $14.6M |
| Q3 2025 | $98.7M |
| Q3 2025 | $5.2M |
| Q3 2025 | $10M |
| Q3 2025 | $7.5M |
| Q3 2025 | $3.8M |
| Q3 2025 | $3.3M |
| Q3 2025 | $4.6M |
| Q3 2025 | $19.2M |
| Q3 2025 | $1.3M |
| Q3 2025 | $9.1M |
| Q3 2025 | $15.8M |
| Q3 2025 | $3.8M |
| Q3 2025 | $2.7M |
| Q3 2025 | $2.2M |
| Q3 2025 | $28.1M |
| Q3 2025 | $1.3M |
| Q3 2025 | $10.4M |
| Q3 2025 | $8.9M |
| Q3 2025 | $16.3M |
| Q3 2025 | $5.3M |
| Q3 2025 | $28.6M |
| Q3 2025 | $5.7M |
| Q3 2025 | $3.5M |
| Q3 2025 | $38.5M |
| Q3 2025 | $8.9M |
| Q3 2025 | $22.8M |
| Q3 2025 | $19.3M |
| Q3 2025 | $31.5M |
| Q3 2025 | $5.5M |
| Q3 2025 | $984K |
| Q3 2025 | $10.8M |
| Q3 2025 | $19.1M |
| Q3 2025 | $27.8M |
| Q3 2025 | $2.6M |
| Q3 2025 | $16.5M |
| Q3 2025 | $2M |
| Q3 2025 | $20.5M |
| Q3 2025 | $22M |
| Q3 2025 | $7.5M |
| Q3 2025 | $9.3M |
| Q3 2025 | $68.5M |
| Q3 2025 | $5.7M |
| Q3 2025 | $3.4M |
| Q3 2025 | $4.2M |
| Q3 2025 | $8.8M |
| Q3 2025 | $7M |
| Q3 2025 | $875K |
| Q3 2025 | $910K |
| Q3 2025 | $531K |
| Q3 2025 | $7.2M |
| Q3 2025 | $5.2M |
| Q3 2025 | $1.4M |
| Q3 2025 | $3.6M |
| Q3 2025 | $32.4M |
| Q3 2025 | $26.2M |
| Q3 2025 | $4.6M |
| Q3 2025 | $6.7M |
| Q3 2025 | $12.8M |
| Q3 2025 | $1.8M |
| Q3 2025 | $4.9M |
| Q3 2025 | $8.1M |
| Q3 2025 | $47.9M |
| Q3 2025 | $9.4M |
| Q3 2025 | $7.4M |
| Q3 2025 | $15.3M |
| Q3 2025 | $9.2M |
| Q3 2025 | $12.1M |
| Q3 2025 | $875K |
| Q3 2025 | $4.2M |
| Q3 2025 | $3.9M |
| Q3 2025 | $37.2M |
| Q3 2025 | $932K |
| Q3 2025 | $16.9M |
| Q3 2025 | $5.9M |
| Q3 2025 | $5.4M |
| Q3 2025 | $8.8M |
| Q3 2025 | $18.8M |
| Q3 2025 | $12.7M |
| Q3 2025 | $37.9M |
| Q3 2025 | $15.8M |
| Q3 2025 | $8.1M |
| Q3 2025 | $3.9M |
| Q3 2025 | $7.9M |
| Q3 2025 | $6.3M |
| Q3 2025 | $13.6M |
| Q3 2025 | $11.7M |
| Q3 2025 | $3.6M |
| Q3 2025 | $5.4M |
| Q3 2025 | $1.6M |
| Q3 2025 | $10.6M |
| Q3 2025 | $18.2M |
| Q3 2025 | $7M |
| Q3 2025 | $17.9M |
| Q3 2025 | $969K |
| Q3 2025 | $12.8M |
| Q3 2025 | $25M |
| Q3 2025 | $5M |
| Q3 2025 | $27.8M |
| Q3 2025 | $9.4M |
| Q3 2025 | $34.3M |
| Q3 2025 | $22M |
| Q3 2025 | $2.1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $14.1M |
| Q3 2025 | $60M |
| Q3 2025 | $1.7M |
| Q3 2025 | $4.8M |
| Q3 2025 | $15.8M |
| Q3 2025 | $5.2M |
| Q3 2025 | $4.4M |
| Q3 2025 | $16.8M |
| Q3 2025 | $3.5M |
| Q3 2025 | $1.9M |
| Q3 2025 | $7M |
| Q3 2025 | $3.3M |
| Q3 2025 | $11.8M |
| Q3 2025 | $11.9M |
| Q3 2025 | $20.7M |
| Q3 2025 | $6.1M |
| Q3 2025 | $3.7M |
| Q3 2025 | $4.3M |
| Q3 2025 | $43.7M |
| Q3 2025 | $4.7M |
| Q3 2025 | $10.6M |
| Q3 2025 | $7.7M |
| Q3 2025 | $5M |
| Q3 2025 | $14.1M |
| Q3 2025 | $8.1M |
| Q3 2025 | $5.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $11.6M |
| Q3 2025 | $1.4M |
| Q3 2025 | $5M |
| Q3 2025 | $5.1M |
| Q3 2025 | $17.4M |
| Q3 2025 | $10.6M |
| Q3 2025 | $7.9M |
| Q3 2025 | $33.8M |
| Q3 2025 | $23.2M |
| Q3 2025 | $15.9M |
| Q3 2025 | $6.5M |
| Q3 2025 | $2.1M |
| Q3 2025 | $9.1M |
| Q3 2025 | $6.2M |
| Q3 2025 | $4M |
| Q3 2025 | $5.6M |
| Q3 2025 | $3.8M |
| Q3 2025 | $16.6M |
| Q3 2025 | $25.4M |
| Q3 2025 | $9M |
| Q3 2025 | $6M |
| Q3 2025 | $3.6M |
| Q3 2025 | $5.3M |
| Q3 2025 | $8.9M |
| Q3 2025 | $3.3M |
| Q3 2025 | $43.7M |
| Q3 2025 | $5.1M |
| Q3 2025 | $5.8M |
| Q3 2025 | $8.9M |
| Q3 2025 | $5.8M |
| Q3 2025 | $1.9M |
| Q3 2025 | $2.3M |
| Q3 2025 | $4.9M |
| Q3 2025 | $10M |
| Q3 2025 | $2M |
| Q3 2025 | $9.3M |
| Q3 2025 | $13.6M |
| Q3 2025 | $3M |
| Q3 2025 | $910K |
| Q3 2025 | $28.2M |
| Q3 2025 | $24.3M |
| Q3 2025 | $2.7M |
| Q3 2025 | $9.8M |
| Q3 2025 | $42.4M |
| Q3 2025 | $5M |
| Q3 2025 | $14.6M |
| Q3 2025 | $8.6M |
| Q3 2025 | $7.6M |
| Q3 2025 | $8.4M |
| Q3 2025 | $14.1M |
| Q3 2025 | $2.6M |
| Q3 2025 | $9.7M |
| Q3 2025 | $5.1M |
| Q3 2025 | $13.7M |
| Q3 2025 | $7M |
| Q3 2025 | $6.7M |
| Q3 2025 | $12.6M |
| Q3 2025 | $984K |
| Q3 2025 | $547K |
| Q4 2025 | $3.4M |
| Q1 2026 | $4.2M |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 108.6K | — | — |
| Q2 2026 | $4.5M | 107.3K | — | — |
| Q1 2026 | $4.2M | 100.2K | — | — |
| Q4 2025 | $3.4M | 96.3K | — | — |
| Q3 2025 | $547K | 15 | — | — |
| Q3 2025 | $984K | 27 | — | — |
| Q3 2025 | $12.6M | 347 | — | — |
| Q3 2025 | $6.7M | 184 | — | — |
| Q3 2025 | $7M | 192 | — | — |
| Q3 2025 | $13.7M | 377 | — | — |
| Q3 2025 | $5.1M | 141 | — | — |
| Q3 2025 | $9.7M | 266 | — | — |
| Q3 2025 | $2.6M | 72 | — | — |
| Q3 2025 | $14.1M | 387 | — | — |
| Q3 2025 | $8.4M | 231 | — | — |
| Q3 2025 | $7.6M | 208 | — | — |
| Q3 2025 | $8.6M | 236 | — | — |
| Q3 2025 | $14.6M | 401 | — | — |
| Q3 2025 | $5M | 138 | — | — |
| Q3 2025 | $42.4M | 1.2K | — | — |
| Q3 2025 | $9.8M | 270 | — | — |
| Q3 2025 | $2.7M | 74 | — | — |
| Q3 2025 | $24.3M | 668 | — | — |
| Q3 2025 | $28.2M | 775 | — | — |
| Q3 2025 | $910K | 25 | — | — |
| Q3 2025 | $3M | 83 | — | — |
| Q3 2025 | $13.6M | 373 | — | — |
| Q3 2025 | $9.3M | 255 | — | — |
| Q3 2025 | $2M | 57 | — | — |
| Q3 2025 | $10M | 276 | — | — |
| Q3 2025 | $4.9M | 134 | — | — |
| Q3 2025 | $2.3M | 63 | — | — |
| Q3 2025 | $1.9M | 52 | — | — |
| Q3 2025 | $5.8M | 159 | — | — |
| Q3 2025 | $8.9M | 246 | — | — |
| Q3 2025 | $5.8M | 159 | — | — |
| Q3 2025 | $5.1M | 140 | — | — |
| Q3 2025 | $43.7M | 1.2K | — | — |
| Q3 2025 | $3.3M | 91 | — | — |
| Q3 2025 | $8.9M | 244 | — | — |
| Q3 2025 | $5.3M | 146 | — | — |
| Q3 2025 | $3.6M | 99 | — | — |
| Q3 2025 | $6M | 166 | — | — |
| Q3 2025 | $9M | 248 | — | — |
| Q3 2025 | $25.4M | 698 | — | — |
| Q3 2025 | $16.6M | 455 | — | — |
| Q3 2025 | $3.8M | 104 | — | — |
| Q3 2025 | $5.6M | 154 | — | — |
| Q3 2025 | $4M | 110 | — | — |
| Q3 2025 | $6.2M | 170 | — | — |
| Q3 2025 | $9.1M | 249 | — | — |
| Q3 2025 | $2.1M | 59 | — | — |
| Q3 2025 | $6.5M | 180 | — | — |
| Q3 2025 | $15.9M | 436 | — | — |
| Q3 2025 | $23.2M | 637 | — | — |
| Q3 2025 | $33.8M | 927 | — | — |
| Q3 2025 | $7.9M | 218 | — | — |
| Q3 2025 | $10.6M | 290 | — | — |
| Q3 2025 | $17.4M | 477 | — | — |
| Q3 2025 | $5.1M | 139 | — | — |
| Q3 2025 | $5M | 137 | — | — |
| Q3 2025 | $1.4M | 39 | — | — |
| Q3 2025 | $11.6M | 318 | — | — |
| Q3 2025 | $1.1M | 30 | — | — |
| Q3 2025 | $5.9M | 163 | — | — |
| Q3 2025 | $8.1M | 223 | — | — |
| Q3 2025 | $14.1M | 388 | — | — |
| Q3 2025 | $5M | 137 | — | — |
| Q3 2025 | $7.7M | 211 | — | — |
| Q3 2025 | $10.6M | 292 | — | — |
| Q3 2025 | $4.7M | 130 | — | — |
| Q3 2025 | $43.7M | 1.2K | — | — |
| Q3 2025 | $4.3M | 118 | — | — |
| Q3 2025 | $3.7M | 102 | — | — |
| Q3 2025 | $6.1M | 167 | — | — |
| Q3 2025 | $20.7M | 567 | — | — |
| Q3 2025 | $11.9M | 326 | — | — |
| Q3 2025 | $11.8M | 323 | — | — |
| Q3 2025 | $3.3M | 92 | — | — |
| Q3 2025 | $7M | 193 | — | — |
| Q3 2025 | $1.9M | 52 | — | — |
| Q3 2025 | $3.5M | 97 | — | — |
| Q3 2025 | $16.8M | 461 | — | — |
| Q3 2025 | $4.4M | 122 | — | — |
| Q3 2025 | $5.2M | 142 | — | — |
| Q3 2025 | $15.8M | 435 | — | — |
| Q3 2025 | $4.8M | 132 | — | — |
| Q3 2025 | $1.7M | 47 | — | — |
| Q3 2025 | $60M | 1.6K | — | — |
| Q3 2025 | $14.1M | 386 | — | — |
| Q3 2025 | $2.1M | 58 | — | — |
| Q3 2025 | $2.1M | 58 | — | — |
| Q3 2025 | $22M | 603 | — | — |
| Q3 2025 | $34.3M | 940 | — | — |
| Q3 2025 | $9.4M | 257 | — | — |
| Q3 2025 | $27.8M | 763 | — | — |
| Q3 2025 | $5M | 137 | — | — |
| Q3 2025 | $25M | 688 | — | — |
| Q3 2025 | $12.8M | 351 | — | — |
| Q3 2025 | $969K | 27 | — | — |
| Q3 2025 | $17.9M | 492 | — | — |
| Q3 2025 | $7M | 193 | — | — |
| Q3 2025 | $18.2M | 500 | — | — |
| Q3 2025 | $10.6M | 290 | — | — |
| Q3 2025 | $1.6M | 43 | — | — |
| Q3 2025 | $5.4M | 148 | — | — |
| Q3 2025 | $3.6M | 99 | — | — |
| Q3 2025 | $11.7M | 321 | — | — |
| Q3 2025 | $13.6M | 373 | — | — |
| Q3 2025 | $6.3M | 174 | — | — |
| Q3 2025 | $7.9M | 217 | — | — |
| Q3 2025 | $3.9M | 106 | — | — |
| Q3 2025 | $8.1M | 224 | — | — |
| Q3 2025 | $15.8M | 434 | — | — |
| Q3 2025 | $37.9M | 1.0K | — | — |
| Q3 2025 | $12.7M | 349 | — | — |
| Q3 2025 | $18.8M | 516 | — | — |
| Q3 2025 | $8.8M | 241 | — | — |
| Q3 2025 | $5.4M | 149 | — | — |
| Q3 2025 | $5.9M | 163 | — | — |
| Q3 2025 | $16.9M | 463 | — | — |
| Q3 2025 | $932K | 26 | — | — |
| Q3 2025 | $37.2M | 1.0K | — | — |
| Q3 2025 | $3.9M | 108 | — | — |
| Q3 2025 | $4.2M | 117 | — | — |
| Q3 2025 | $875K | 24 | — | — |
| Q3 2025 | $12.1M | 333 | — | — |
| Q3 2025 | $9.2M | 252 | — | — |
| Q3 2025 | $15.3M | 421 | — | — |
| Q3 2025 | $7.4M | 203 | — | — |
| Q3 2025 | $9.4M | 257 | — | — |
| Q3 2025 | $47.9M | 1.3K | — | — |
| Q3 2025 | $8.1M | 223 | — | — |
| Q3 2025 | $4.9M | 134 | — | — |
| Q3 2025 | $1.8M | 49 | — | — |
| Q3 2025 | $12.8M | 351 | — | — |
| Q3 2025 | $6.7M | 184 | — | — |
| Q3 2025 | $4.6M | 128 | — | — |
| Q3 2025 | $26.2M | 720 | — | — |
| Q3 2025 | $32.4M | 890 | — | — |
| Q3 2025 | $3.6M | 98 | — | — |
| Q3 2025 | $1.4M | 40 | — | — |
| Q3 2025 | $5.2M | 143 | — | — |
| Q3 2025 | $7.2M | 198 | — | — |
| Q3 2025 | $531K | 15 | — | — |
| Q3 2025 | $910K | 25 | — | — |
| Q3 2025 | $875K | 24 | — | — |
| Q3 2025 | $7M | 192 | — | — |
| Q3 2025 | $8.8M | 241 | — | — |
| Q3 2025 | $4.2M | 116 | — | — |
| Q3 2025 | $3.4M | 93 | — | — |
| Q3 2025 | $5.7M | 155 | — | — |
| Q3 2025 | $68.5M | 1.9K | — | — |
| Q3 2025 | $9.3M | 255 | — | — |
| Q3 2025 | $7.5M | 207 | — | — |
| Q3 2025 | $22M | 604 | — | — |
| Q3 2025 | $20.5M | 563 | — | — |
| Q3 2025 | $2M | 56 | — | — |
| Q3 2025 | $16.5M | 454 | — | — |
| Q3 2025 | $2.6M | 71 | — | — |
| Q3 2025 | $27.8M | 763 | — | — |
| Q3 2025 | $19.1M | 524 | — | — |
| Q3 2025 | $10.8M | 297 | — | — |
| Q3 2025 | $984K | 27 | — | — |
| Q3 2025 | $5.5M | 150 | — | — |
| Q3 2025 | $31.5M | 863 | — | — |
| Q3 2025 | $19.3M | 530 | — | — |
| Q3 2025 | $22.8M | 625 | — | — |
| Q3 2025 | $8.9M | 244 | — | — |
| Q3 2025 | $38.5M | 1.1K | — | — |
| Q3 2025 | $3.5M | 97 | — | — |
| Q3 2025 | $5.7M | 158 | — | — |
| Q3 2025 | $28.6M | 785 | — | — |
| Q3 2025 | $5.3M | 147 | — | — |
| Q3 2025 | $16.3M | 447 | — | — |
| Q3 2025 | $8.9M | 243 | — | — |
| Q3 2025 | $10.4M | 285 | — | — |
| Q3 2025 | $1.3M | 35 | — | — |
| Q3 2025 | $28.1M | 773 | — | — |
| Q3 2025 | $2.2M | 60 | — | — |
| Q3 2025 | $2.7M | 73 | — | — |
| Q3 2025 | $3.8M | 104 | — | — |
| Q3 2025 | $15.8M | 434 | — | — |
| Q3 2025 | $9.1M | 251 | — | — |
| Q3 2025 | $1.3M | 37 | — | — |
| Q3 2025 | $19.2M | 528 | — | — |
| Q3 2025 | $4.6M | 128 | — | — |
| Q3 2025 | $3.3M | 91 | — | — |
| Q3 2025 | $3.8M | 105 | — | — |
| Q3 2025 | $7.5M | 206 | — | — |
| Q3 2025 | $10M | 276 | — | — |
| Q3 2025 | $5.2M | 142 | — | — |
| Q3 2025 | $98.7M | 2.7K | — | — |
| Q3 2025 | $14.6M | 402 | — | — |
| Q3 2025 | $12.6M | 346 | — | — |
| Q3 2025 | $153.3M | 4.2K | — | — |
| Q3 2025 | $3.5M | 96 | — | — |
| Q3 2025 | $3.8M | 104 | — | — |
| Q3 2025 | $11.2M | 307 | — | — |
| Q3 2025 | $2.7M | 74 | — | — |
| Q3 2025 | $1.2M | 34 | — | — |
| Q3 2025 | $4.1M | 113 | — | — |
| Q3 2025 | $12.7M | 348 | — | — |
| Q3 2025 | $359.4M | 9.9K | — | — |
| Q3 2025 | $22.9M | 629 | — | — |
| Q3 2025 | $10.4M | 284 | — | — |
| Q3 2025 | $8.7M | 238 | — | — |
| Q3 2025 | $13.2M | 364 | — | — |
| Q3 2025 | $10.1M | 277 | — | — |
| Q3 2025 | $8.4M | 230 | — | — |
| Q3 2025 | $21.9M | 602 | — | — |
| Q3 2025 | $8.1M | 224 | — | — |
| Q3 2025 | $8.7M | 238 | — | — |
| Q3 2025 | $25.2M | 692 | — | — |
| Q3 2025 | $7.4M | 204 | — | — |
| Q3 2025 | $7M | 192 | — | — |
| Q3 2025 | $9.7M | 266 | — | — |
| Q3 2025 | $693K | 19 | — | — |
| Q3 2025 | $4.3M | 120 | — | — |
| Q3 2025 | $3.5M | 97 | — | — |
| Q3 2025 | $19.2M | 526 | — | — |
| Q3 2025 | $4.3M | 120 | — | — |
| Q3 2025 | $32.3M | 887 | — | — |
| Q3 2025 | $5.9M | 162 | — | — |
| Q3 2025 | $23.1M | 634 | — | — |
Other funds holding TYG
$146.1M
$145.7M
$119.7M
$112.6M