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Tortoise Pwr & Energy shares owned by Benjamin F. Edwards & Company

Quarter-by-quarter ownership of Tortoise Pwr & Energy (TPZ) shares owned by Benjamin F. Edwards & Company from 13F filings

Historical chart of Benjamin F. Edwards & Company investment in Tortoise Pwr & Energy

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All positions including Tortoise Pwr & Energy held by Benjamin F. Edwards & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Pwr & Energy by Benjamin F. Edwards & Company

Quarter filed Position value Share count Share price at filing
2024-06-30 $63k 4.0k 15.75
2024-03-31 $62k 4.0k 15.50
2023-12-31 $56k 4.0k 14.00
2023-09-30 $53k 4.0k 13.25
2023-06-30 $53k 4.0k 13.25
2023-03-31 $51k 4.0k 12.75
2022-12-31 $51k 4.0k 12.75
2022-09-30 $50k 4.0k 12.50
2022-06-30 $50k 4.0k 12.50
2022-03-31 $57k 4.0k 14.25
2021-12-31 $54k 4.0k 13.50
2021-09-30 $53k 4.0k 13.25
2021-06-30 $11k 800 13.75
2021-03-31 $10k 800 12.50
2020-06-30 $5.0k 600 8.33
2020-03-31 $3.0k 500 6.00
2019-12-31 $8.0k 500 16.00
2019-09-30 $9.0k 500 18.00
2019-06-30 $9.0k 500 18.00
2019-03-31 $16k 866 18.48
2018-12-31 $14k 866 16.17
2018-09-30 $17k 866 19.63
2018-06-30 $16k 866 18.48
2018-03-31 $51k 2.9k 17.76
2017-12-31 $59k 2.9k 20.54
2017-09-30 $77k 3.6k 21.41
2017-06-30 $60k 2.9k 20.89
2017-03-31 $19k 866 21.94
2016-12-31 $19k 866 21.94
2016-09-30 $19k 866 21.94
2016-06-30 $7.0k 366 19.13
2016-03-31 $6.0k 366 16.39
2015-12-31 $4.0k 250 16.00
2014-12-31 $19k 750 25.33
2014-09-30 $21k 750 28.00

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View all positions for Benjamin F. Edwards & Company

Top funds holding Tortoise Pwr & Energy

Kovitz Investment Group Partners
Brooklyn Capital Management
Saba Capital Management
Bard Associates
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rockefeller Capital Management
Advisors Asset Management
Almitas Capital
Wells Fargo & Company
Sanctuary Advisors
D.A. Davidson & Co.
Morgan Stanley
Rsm Us Wealth Management
Branch Banking & Trust Company

View all funds holding Tortoise Pwr & Energy