Who owns TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND?

Tip: Access positions for across all investors

Analyze quarterly positions in Tortoise Power And Energy Infrastructure Fund with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Tortoise Power And Energy Infrastructure Fund stock

Who bought or sold TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Colony 306k $6.2M 100% Dec 2025
 View chart
Bard Associates 260k $5.3M -9% Dec 2025
 View chart
Commonwealth Equity Services 141k $2.9M -5% Dec 2025
 View chart
Advisors Asset Management 120k $2.5M -1% Dec 2025
 View chart
D.A. Davidson & Co. 117k $2.4M -11% Dec 2025
 View chart
Rockefeller Capital Management 101k $2.1M 0% Dec 2025
 View chart
LPL Financial 92k $1.9M -5% Dec 2025
 View chart
Uhlmann Price Securities 76k $1.5M 0% Dec 2025
 View chart
Cambridge Investment Research Advisors 75k $1.5M -3% Dec 2025
 View chart
Branch Banking & Trust Company 28k $577k 0% Dec 2025
 View chart
Gts Securities 26k $537k -39% Dec 2025
 View chart
Advisor Group Holdings 24k $481k -7% Dec 2025
 View chart
MAI Wealth Advisors 19k $381k -17% Dec 2025
 View chart
Concorde Asset Management 18k $371k 0% Dec 2025
 View chart
Old Mission Capital 17k $351k 100% Dec 2025
 View chart
Creative Planning 15k $311k 1% Dec 2025
 View chart
Raymond James Financial 15k $311k -6% Dec 2025
 View chart
NWF Advisory Services 14k $283k 0% Dec 2025
 View chart
First Trust Advisors 12k $253k -2% Dec 2025
 View chart
McGowan Group Asset Management 12k $247k 0% Dec 2025
 View chart
Jane Street 12k $236k -87% Dec 2025
 View chart
Cetera Investment Advisers 11k $218k -6% Dec 2025
 View chart
Beverly Hills Private Wealth 10k $210k 0% Dec 2025
 View chart
HPM Partners 10k $207k -1% Dec 2025
 View chart
A. Montag and Associates 6.6k $135k 0% Dec 2025
 View chart
Blue Bell Private Wealth Management 6.4k $131k 0% Dec 2025
 View chart
Jpmorgan Chase & Co 5.4k $113k 100% Sep 2025
 View chart
Private Trust Co Na 3.0k $61k 0% Dec 2025
 View chart
Harbor Investment Advisory 1.0k $21k -23% Dec 2025
 View chart
Jones Financial Companies, L.L 700.00 $14k 100% Dec 2025
 View chart
Bank Of Oklahoma National Association / 550.00 $11k 0% Dec 2025
 View chart
Loring Wolcott Coolidge Fa 542.00 $11k 0% Dec 2025
 View chart
Royal Bank of Canada 361.00 $8.0k 100% Sep 2025
 View chart
Steward Partners Investment Advisory 309.00 $6.3k -5% Dec 2025
 View chart
UBS Group 227.00 $4.6k -99% Dec 2025
 View chart
Strategic Investment Solutions 200.00 $4.1k 0% Dec 2025
 View chart
Basepoint Wealth 194.00 $4.0k 100% Dec 2025
 View chart
FNY Investment Advisers 100.00 $2.0k 100% Dec 2025
 View chart
Wells Fargo & Company 1.00 $13.000000 -100% Dec 2025
 View chart

Who sold out of Tortoise Power And Energy Infrastructure Fund?

Fund or Company Name Date Sold Shares Held Valued At
Journey Advisory Group Sep 2025 562k $10M
Breakthru Advisory Services Sep 2025 376k $7.9M
Kovitz Investment Group Partners Sep 2025 318k $6.7M
Citadel Advisors Jun 2025 12k $253k