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Tortoise Pwr & Energy shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Tortoise Pwr & Energy (TPZ) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Tortoise Pwr & Energy

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All positions including Tortoise Pwr & Energy held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Pwr & Energy by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9k 271 18.11
2024-06-30 $37k 2.3k 15.79
2024-03-31 $37k 2.4k 15.59
2023-12-31 $9.8k 700 14.01

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Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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