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 |
|---|---|---|---|---|---|
| Colony | 306k | $6.2M | 100% | Dec 2025 |
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| Bard Associates | 255k | $5.6M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 136k | $3.0M | 1170% | Mar 2026 |
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| Advisors Asset Management | 120k | $2.6M | 0% | Mar 2026 |
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| LPL Financial | 99k | $2.2M | 8% | Mar 2026 |
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| Rockefeller Capital Management | 95k | $2.1M | -6% | Mar 2026 |
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| D.A. Davidson & Co. | 82k | $1.8M | -30% | Mar 2026 |
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| Morgan Stanley | 82k | $2.5M | -6% | Mar 2026 |
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| Uhlmann Price Securities | 74k | $1.6M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 70k | $1.5M | -6% | Mar 2026 |
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| Evolve Private Wealth | 40k | $875k | 100% | Mar 2026 |
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| Jane Street | 27k | $580k | 129% | Mar 2026 |
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| Gts Securities | 26k | $537k | -39% | Dec 2025 |
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| Branch Banking & Trust Company | 26k | $559k | -10% | Mar 2026 |
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| Advisor Group Holdings | 24k | $481k | -7% | Dec 2025 |
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| MAI Wealth Advisors | 19k | $412k | 1% | Mar 2026 |
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| Concorde Asset Management | 18k | $383k | -4% | Mar 2026 |
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| Old Mission Capital | 17k | $351k | 100% | Dec 2025 |
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| NWF Advisory Services | 16k | $354k | 17% | Mar 2026 |
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| Creative Planning | 16k | $343k | 3% | Mar 2026 |
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| Raymond James Financial | 15k | $311k | -6% | Dec 2025 |
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| First Trust Advisors | 12k | $271k | 0% | Mar 2026 |
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| McGowan Group Asset Management | 12k | $267k | 1% | Mar 2026 |
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| Beverly Hills Private Wealth | 10k | $226k | 0% | Mar 2026 |
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| Twelve Points Wealth Management | 9.5k | $208k | 100% | Mar 2026 |
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| Breakwater Capital Group | 9.3k | $204k | 100% | Mar 2026 |
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| A. Montag and Associates | 6.6k | $145k | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 6.1k | $134k | -4% | Mar 2026 |
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| Private Trust Co Na | 3.0k | $66k | 0% | Mar 2026 |
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| Sound Income Strategies | 1.4k | $31k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 1.0k | $23k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 700.00 | $14k | 100% | Dec 2025 |
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| Loring Wolcott Coolidge Fa | 542.00 | $12k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 309.00 | $6.8k | 0% | Mar 2026 |
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| Strategic Investment Solutions | 200.00 | $4.4k | 0% | Mar 2026 |
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| Basepoint Wealth | 197.00 | $4.3k | 2% | Mar 2026 |
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| UBS Group | 102.00 | $2.2k | -55% | Mar 2026 |
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| Parkside Financial Bank & Trust | 77.00 | $1.7k | 100% | Mar 2026 |
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Who sold out of Tortoise Power And Energy Infrastructure Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Commonwealth Equity Services | Dec 2025 | 141k | $2.9M |
| HPM Partners | Dec 2025 | 10k | $207k |
| Jpmorgan Chase & Co | Sep 2025 | 5.4k | $113k |
| Bank Of Oklahoma National Association / | Dec 2025 | 550.00 | $11k |
| Royal Bank of Canada | Sep 2025 | 361.00 | $8.0k |
| FNY Investment Advisers | Dec 2025 | 100.00 | $2.0k |