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Tortoise Power And Energy Infrastructure Fund shares owned by Bard Associates

Quarter-by-quarter ownership of Tortoise Power And Energy Infrastructure Fund (TPZ) shares owned by Bard Associates from 13F filings

Historical chart of Bard Associates investment in Tortoise Power And Energy Infrastructure Fund

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All positions including Tortoise Power And Energy Infrastructure Fund held by Bard Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Power And Energy Infrastructure Fund by Bard Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 286k 21.01
2025-06-30 $5.9M 290k 20.50
2025-03-31 $6.0M 292k 20.65
2024-12-31 $9.5M 473k 20.09

More positions owned by Bard Associates

Ishares Tr Pfd And Incm Sec (PFF)
Flaherty & Crumrine/Claymore Preferred S (FFC)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Ensign (ENSG)
Coherent Corp (COHR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Mamamancini's Holdings (MAMA)
Kratos Defense & Sec Solutio Com New (KTOS)
Willdan (WLDN)
Or Royalties Com Shs (OR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Residential Mult (REZ)
Amplitech Group Com New (AMPG)
Oil-Dri Corporation of America (ODC)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Bard Associates

Top funds holding Tortoise Power And Energy Infrastructure Fund

Journey Advisory Group
Breakthru Advisory Services
Kovitz Investment Group Partners
Bard Associates
Commonwealth Equity Services
D.A. Davidson & Co.
Advisors Asset Management
Morgan Stanley
Rockefeller Capital Management
LPL Financial
Jane Street
Cambridge Investment Research Advisors
Uhlmann Price Securities
Gts Securities
Branch Banking & Trust Company

View all funds holding Tortoise Power And Energy Infrastructure Fund