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TYG Ownership Update: Morgan Stanley Files 13G/A for 6.1% Position

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

On 08/05/2025, Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC filed Amendment No. 2 to Schedule 13G on Tortoise Energy Infrastructure Corp. (TYG), reflecting holdings as of 06/30/2025. The group reports beneficial ownership of 1,045,172 common shares, equal to 6.1 % of the company’s outstanding stock.

Morgan Stanley lists 0 shares of sole voting or dispositive power but shared voting power over 688 shares and shared dispositive power over the full 1.05 million-share position. Morgan Stanley Smith Barney LLC shows shared voting power over 1 share and shared dispositive power over 1,044,485 shares. The filing is made under Rule 13d-1(b), classifying Morgan Stanley as a parent holding company (HC/CO) and MSSB as a broker-dealer and investment adviser (BD/IA/CO).

The certification states the shares were acquired and are held in the ordinary course of business and not to influence control of TYG. Signatories are Christopher O’Hara (Morgan Stanley) and David Galasso (MSSB).

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Morgan Stanley discloses a passive 6.1 % stake in TYG; modestly positive for institutional sponsorship.

This 13G/A signals that a major global financial institution maintains a >5 % position, adding credibility and liquidity to TYG’s shareholder base. Because the filing is on Form 13G rather than 13D, it is deemed passive, implying no activist agenda. The low shared voting power (688 shares) suggests the position is largely custodial or client-directed, while Morgan Stanley retains shared dispositive power over the entire block, enabling trade execution. Overall impact on valuation should be limited, yet the presence of a well-resourced holder can facilitate secondary offerings or market support.

TL;DR: Filing is governance-neutral; no control intent, but keeps TYG on institutional radar.

Schedule 13G filings above 5 % trigger transparency requirements. Morgan Stanley’s certification that it does not seek to influence control limits governance ramifications. The modest voting power confirms the stake is fragmented across advisory accounts, reducing coordination risk. From a governance standpoint, the disclosure simply updates ownership records; board dynamics remain unchanged. Investors should watch future filings for any migration to a Form 13D, which would indicate a strategic or activist shift.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Christopher O'Hara
Name/Title:Authorized Signatory, Morgan Stanley
Date:08/05/2025
Morgan Stanley Smith Barney LLC
Signature:David Galasso
Name/Title:Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:08/05/2025
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

FAQ

How much of Tortoise Energy Infrastructure Corp. (TYG) does Morgan Stanley own?

The filing shows 1,045,172 common shares, equal to 6.1 % of TYG’s outstanding stock.

Is Morgan Stanley’s stake in TYG passive or activist?

It is passive; the Schedule 13G indicates the shares are held in the ordinary course, with no intent to influence control.

What voting power does Morgan Stanley have over TYG shares?

Morgan Stanley reports shared voting power over 688 shares and no sole voting power.

When was the Schedule 13G/A for TYG filed and effective?

Effective date of ownership is 06/30/2025; the filing was signed on 08/05/2025.

Under which rule was this 13G filed?

The filing cites Rule 13d-1(b), applicable to parent holding companies, brokers, and advisers.

Who signed the Morgan Stanley filing for TYG?

Signatories are Christopher O’Hara (Morgan Stanley) and David Galasso (Morgan Stanley Smith Barney LLC).
Tortoise Energy Infrastructure

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