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Tortoise Power And Energy Infrastructure Fund shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Tortoise Power And Energy Infrastructure Fund (TPZ) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Tortoise Power And Energy Infrastructure Fund

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All positions including Tortoise Power And Energy Infrastructure Fund held by Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 10k 21.01
2025-06-30 $212k 10k 20.50
2025-03-31 $213k 10k 20.65
2024-12-31 $207k 10k 20.06