Tortoise Pwr & Energy shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Tortoise Pwr & Energy (TPZ) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Tortoise Pwr & Energy
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Quarterly reported holdings in Tortoise Pwr & Energy by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $205k | 11k | 18.11 |
| 2024-06-30 | $179k | 11k | 15.79 |
| 2024-03-31 | $177k | 11k | 15.59 |
| 2023-12-31 | $159k | 11k | 14.01 |
| 2023-09-30 | $151k | 11k | 13.36 |
| 2023-06-30 | $150k | 11k | 13.21 |
| 2023-03-31 | $146k | 11k | 12.85 |
| 2022-12-31 | $145k | 11k | 12.76 |
| 2022-09-30 | $141k | 11k | 12.45 |
| 2022-06-30 | $229k | 18k | 12.50 |
| 2022-03-31 | $261k | 18k | 14.25 |
| 2021-12-31 | $250k | 18k | 13.64 |
| 2021-09-30 | $243k | 18k | 13.26 |
| 2021-06-30 | $251k | 18k | 13.70 |
| 2021-03-31 | $222k | 18k | 12.12 |
| 2020-12-31 | $203k | 18k | 11.08 |
| 2020-09-30 | $168k | 20k | 8.54 |
| 2020-06-30 | $178k | 20k | 9.05 |
| 2020-03-31 | $138k | 20k | 7.01 |
| 2019-12-31 | $334k | 20k | 16.97 |
| 2019-09-30 | $354k | 20k | 17.99 |
| 2019-06-30 | $403k | 22k | 18.34 |
| 2019-03-31 | $409k | 22k | 18.61 |
| 2018-12-31 | $575k | 36k | 15.94 |
| 2018-09-30 | $1.1M | 60k | 19.08 |
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