Hartford Financial Management Inc. TYG Tortoise Energy Infrastructure Corp LP

Ownership history in Hartford Financial Management Inc.  ·  29 quarters on record

AI Ownership Summary

Hartford Financial Management Inc. reported Tortoise Energy Infrastructure Corp LP (TYG) in 29 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TYG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hartford Financial Management Inc.'s position in Tortoise Energy Infrastructure Corp LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TYG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hartford Financial Management Inc. held TYG — position size vs. price
% of Fund (quarterly)    TYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,049 -195 -15.7% 0.01% $52K 2026-04-16 $47.41
2025 Q4 ADDED 1,244 +410 +49.2% 0.01% $51K 2026-01-21 $43.71
2025 Q3 ADDED 834 +31 +3.9% 0.01% $36K 2025-10-28 $39.95
2025 Q2 UNCHANGED 803 0% 0.01% $35K 2025-07-31 $39.70
2025 Q1 UNCHANGED 803 0% 0.01% $35K 2025-04-21 $33.48
2024 Q4 ADDED 803 +219 +37.5% 0.01% $34K 2025-01-23 $40.97
2024 Q3 ADDED 584 +509 +678.7% 0.00% $23K 2024-10-28 $34.10
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hartford Financial Management Inc. and TYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hartford Financial Management Inc. reported owning TYG?

Hartford Financial Management Inc. reported TYG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TYG position in Hartford Financial Management Inc.'s portfolio?

The largest reported portfolio weight for TYG was 0.01% in 2026 Q1.

What is the latest reported TYG position on this page?

The most recent filing on this page is 2026 Q1, when Hartford Financial Management Inc. reported 1,049 shares, equal to 0.01% of portfolio, with an estimated market value of $52K.

What does the chart on this TYG ownership page compare?

The chart compares Hartford Financial Management Inc.'s quarterly TYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hartford Financial Management Inc. time their TYG position?

Based on 13F filing dates vs. subsequent TYG price moves, Hartford Financial Management Inc. correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on TYG relative to SPY over the holding period was -22.5%.

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