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Tortoise Power And Energy Infrastructure Fund shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Tortoise Power And Energy Infrastructure Fund

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All positions including Tortoise Power And Energy Infrastructure Fund held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 15k 21.01
2025-06-30 $309k 15k 20.50
2025-03-31 $320k 16k 20.65
2024-12-31 $301k 15k 20.07

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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