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Tortoise Power And Energy Infrastructure Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Tortoise Power And Energy Infrastructure Fund (TPZ) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Tortoise Power And Energy Infrastructure Fund

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Quarterly reported holdings in Tortoise Power And Energy Infrastructure Fund by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 132k 21.01
2025-06-30 $2.7M 130k 20.50
2025-03-31 $2.6M 124k 20.65
2024-12-31 $2.2M 108k 20.07

More positions owned by D.A. Davidson & Co.

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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

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