First National Bank of Mount Dora, Trust Investment Services TYG — TORTOISE ENERGY INFRA CORP

Ownership history in First National Bank of Mount Dora, Trust Investment Services  ·  9 quarters on record

AI Ownership Summary

First National Bank of Mount Dora, Trust Investment Services reported TORTOISE ENERGY INFRA CORP (TYG) in 9 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows TYG at 0.04% 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 First National Bank of Mount Dora, Trust Investment Services's position in TORTOISE ENERGY INFRA CORP, 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 Q2

TYG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 First National Bank of Mount Dora, Trust Investment Services 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,892 — 0% 0.04% $210K 2026-07-08 $41.95
2026 Q1 UNCHANGED — — — 4,892 — 0% 0.05% $211K 2026-06-08 $41.51
2025 Q2 UNCHANGED — — — 4,892 — 0% 0.05% $215K 2025-07-29 $37.14
2025 Q1 UNCHANGED — — — 4,892 — 0% 0.05% $211K 2025-04-15 $32.81
2024 Q4 REDUCED 42.4% +5.0% ❌ 4,892 -3,608 -42.4% 0.05% $205K 2025-01-15 $37.01
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First National Bank of Mount Dora, Trust Investment Services and TYG

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

How long has First National Bank of Mount Dora, Trust Investment Services reported owning TYG?

First National Bank of Mount Dora, Trust Investment Services reported TYG across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TYG position in First National Bank of Mount Dora, Trust Investment Services's portfolio?

The largest reported portfolio weight for TYG was 0.05% in 2025 Q1.

What is the latest reported TYG position on this page?

The most recent filing on this page is 2026 Q2, when First National Bank of Mount Dora, Trust Investment Services reported 4,892 shares, equal to 0.04% of portfolio, with an estimated market value of $210K.

What does the chart on this TYG ownership page compare?

The chart compares First National Bank of Mount Dora, Trust Investment Services'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.

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