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Tortoise Pwr & Energy shares owned by CSS

Quarter-by-quarter ownership of Tortoise Pwr & Energy (TPZ) shares owned by CSS from 13F filings

Historical chart of CSS investment in Tortoise Pwr & Energy

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Pwr & Energy held by CSS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Pwr & Energy by CSS

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 16k 18.11
2022-03-31 $157k 11k 14.20

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Carnival Corp Unit 99/99/9999 (CCL)
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Microstrategy Cl A New (MSTR)
American Airlines Group Note 6.500% 7/0 (Principal)
Macom Tech Solutions Hldgs I Note 0.250% 3/1 (Principal)
Stride Note 1.125% 9/0 (Principal)
Peabody Engr Corp Note 3.250% 3/0 (Principal)
Insmed Note 0.750% 6/0 (Principal)
Rbc Bearings 5% Cnv Pfd Sr A (RBCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Airls (AAL)
Ionis Pharmaceuticals Note 4/0 (Principal)
Datadog Note 0.125% 6/1 (Principal)
Marriott Vacations Worldwide Note 1/1 (Principal)

View all positions for CSS

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