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Tortoise Power And Energy Infrastructure Fund shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group investment in Tortoise Power And Energy Infrastructure Fund

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All positions including Tortoise Power And Energy Infrastructure Fund held by Journey Advisory Group 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 562k 18.56
2025-06-30 $11M 579k 18.86
2025-03-31 $9.2M 548k 16.84

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Rio Tinto Sponsored Adr (RIO)
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Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Ibonds 27 Trm Ts (IBTH)

View all positions for Journey Advisory Group

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