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 |
|---|---|---|---|---|---|
| Bard Associates | 254k | $5.6M | 0% | Jun 2026 |
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| Colony | 237k | $5.2M | -19% | Jun 2026 |
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| Cetera Investment Advisers | 135k | $3.0M | 0% | Jun 2026 |
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| LPL Financial | 95k | $2.1M | -4% | Jun 2026 |
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| Rockefeller Capital Management | 94k | $2.0M | -1% | Jun 2026 |
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| Advisors Asset Management | 93k | $2.0M | -22% | Jun 2026 |
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| Old Mission Capital | 85k | $1.9M | 478% | Jun 2026 |
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| Morgan Stanley | 82k | $2.5M | -6% | Mar 2026 |
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| Uhlmann Price Securities | 73k | $1.6M | -1% | Jun 2026 |
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| D.A. Davidson & Co. | 67k | $1.5M | -19% | Jun 2026 |
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| Cambridge Investment Research Advisors | 55k | $1.2M | -21% | Jun 2026 |
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| Evolve Private Wealth | 35k | $763k | -13% | Jun 2026 |
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| Advisor Group Holdings | 33k | $725k | 28% | Jun 2026 |
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| Susquehanna International | 32k | $699k | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 24k | $524k | -6% | Jun 2026 |
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| Raymond James Financial | 21k | $447k | 36% | Jun 2026 |
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| Concorde Asset Management | 18k | $383k | 0% | Jun 2026 |
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| MAI Wealth Advisors | 16k | $350k | -15% | Jun 2026 |
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| Creative Planning | 16k | $346k | 1% | Jun 2026 |
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| NWF Advisory Services | 14k | $313k | -12% | Jun 2026 |
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| McGowan Group Asset Management | 12k | $268k | 0% | Jun 2026 |
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| Gts Securities | 12k | $267k | -67% | Jun 2026 |
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| Beverly Hills Private Wealth | 10k | $226k | 0% | Jun 2026 |
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| A. Montag and Associates | 6.6k | $145k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 6.0k | $132k | -2% | Jun 2026 |
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| Mercer Global Advisors | 5.0k | $109k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 4.2k | $93k | 100% | Jun 2026 |
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| Private Trust Co Na | 3.0k | $66k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 2.1k | $46k | 576% | Jun 2026 |
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| Harbor Investment Advisory | 1.0k | $23k | 0% | Jun 2026 |
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| Loring Wolcott Coolidge Fa | 542.00 | $12k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 272.00 | $6.0k | 100% | Jun 2026 |
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| Strategic Investment Solutions | 200.00 | $4.4k | 0% | Jun 2026 |
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| Basepoint Wealth | 199.00 | $4.3k | 1% | Jun 2026 |
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| Wells Fargo & Company | 97.00 | $2.1k | 100% | Jun 2026 |
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| Parkside Financial Bank & Trust | 77.00 | $1.7k | 0% | Jun 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 |
|---|---|---|---|
| Jane Street | Mar 2026 | 27k | $580k |
| First Trust Advisors | Mar 2026 | 12k | $271k |
| Twelve Points Wealth Management | Mar 2026 | 9.5k | $208k |
| Breakwater Capital Group | Mar 2026 | 9.3k | $204k |
| Sound Income Strategies | Mar 2026 | 1.4k | $31k |
| UBS Group | Mar 2026 | 102.00 | $2.2k |