Who owns TORTOISE POWER AND ENERGY INFRASTRUCTURE FUND?
- Ticker: TPZ
- CUSIP Number: 890930100
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Analyze quarterly positions in Tortoise Power And Energy Infrastructure Fund with up to 7 years of data, all consolidated into one spreadsheet
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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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 318k | $6.7M | -14% | Sep 2025 |
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| Bard Associates | 286k | $6.0M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 149k | $3.1M | 2% | Sep 2025 |
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| Advisors Asset Management | 121k | $2.6M | -1% | Sep 2025 |
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| D.A. Davidson & Co. | 117k | $2.4M | -11% | Dec 2025 |
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| Rockefeller Capital Management | 101k | $2.1M | 1% | Sep 2025 |
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| LPL Financial | 96k | $2.0M | 1% | Sep 2025 |
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| Jane Street | 89k | $1.9M | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 78k | $1.6M | -1% | Sep 2025 |
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| Uhlmann Price Securities | 76k | $1.5M | 0% | Dec 2025 |
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| Gts Securities | 43k | $913k | 36% | Sep 2025 |
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| Branch Banking & Trust Company | 28k | $577k | 0% | Dec 2025 |
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| Advisor Group Holdings | 26k | $535k | -5% | Sep 2025 |
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| MAI Wealth Advisors | 23k | $473k | 0% | Sep 2025 |
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| Concorde Asset Management | 18k | $386k | 100% | Sep 2025 |
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| Raymond James Financial | 16k | $341k | -8% | Sep 2025 |
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| Creative Planning | 15k | $319k | 1% | Sep 2025 |
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| Wells Fargo & Company | 14k | $301k | -62% | Sep 2025 |
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| NWF Advisory Services | 14k | $292k | 100% | Sep 2025 |
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| First Trust Advisors | 13k | $266k | 19% | Sep 2025 |
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| McGowan Group Asset Management | 12k | $247k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 11k | $238k | 10% | Sep 2025 |
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| Beverly Hills Private Wealth | 10k | $217k | 0% | Sep 2025 |
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| HPM Partners | 10k | $215k | 0% | Sep 2025 |
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| A. Montag and Associates | 6.6k | $135k | 0% | Dec 2025 |
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| Blue Bell Private Wealth Management | 6.4k | $135k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 5.4k | $113k | 100% | Sep 2025 |
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| Private Trust Co Na | 3.0k | $61k | 0% | Dec 2025 |
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| Harbor Investment Advisory | 1.0k | $21k | -23% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 550.00 | $12k | 0% | Sep 2025 |
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| Loring Wolcott Coolidge Fa | 542.00 | $11k | 0% | Dec 2025 |
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| Royal Bank of Canada | 361.00 | $8.0k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 325.00 | $6.8k | 100% | Sep 2025 |
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| UBS Group | 227.00 | $4.6k | -99% | Dec 2025 |
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| Strategic Investment Solutions | 200.00 | $4.2k | 0% | Sep 2025 |
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| FNY Investment Advisers | 100.00 | $2.0k | 100% | Dec 2025 |
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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 |
| Citadel Advisors | Jun 2025 | 12k | $253k |
| Walleye Trading Advisors | Jun 2025 | 10k | $213k |
| Susquehanna International | Jun 2025 | 10k | $205k |
| Atlantic Trust | Jun 2025 | 164.00 | $3.4k |