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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $37k 2.4k 15.59
2023-12-31 $9.8k 700 14.01

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Tortoise Pwr & Energy

Relative Value Partners
Brooklyn Capital Management
Saba Capital Management
Thomas J. Herzfeld Advisors
Rockefeller Capital Management
Private Advisor
Kayne Anderson Capital Advisors, L.p
Rsm Us Wealth Management
Wells Fargo & Company
Captrust Financial Advisors
D.A. Davidson & Co.
Branch Banking & Trust Company
Cambridge Investment Research Advisors
UBS Group
Carmichael Hill & Associates

View all funds holding Tortoise Pwr & Energy