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Tortoise Power And Energy Infrastructure Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 23k 21.01
2025-06-30 $459k 22k 20.50
2025-03-31 $456k 22k 20.65
2024-12-31 $439k 22k 20.06

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View all positions for MAI Wealth Advisors

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