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Tortoise Power And Energy Infrastructure Fund shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private Wealth Management investment in Tortoise Power And Energy Infrastructure Fund

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All positions including Tortoise Power And Energy Infrastructure Fund 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 Power And Energy Infrastructure Fund by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $135k 6.4k 21.01
2025-06-30 $132k 6.4k 20.50
2025-03-31 $132k 6.4k 20.65

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Adams Diversified Equity Cef (ADX)
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Central Secs Corp Cef (CET)
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Apple Stock (AAPL)
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View all positions for Blue Bell Private Wealth Management

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