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Tortoise Power And Energy Infrastructure Fund shares owned by Concorde Asset Management

Quarter-by-quarter ownership of Tortoise Power And Energy Infrastructure Fund (TPZ) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in Tortoise Power And Energy Infrastructure Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Power And Energy Infrastructure Fund held by Concorde Asset 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 18k 21.18
2025-03-31 $358k 19k 18.89
2024-12-31 $403k 20k 20.07

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Concorde Asset 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