Sanctuary Advisors »

Tortoise Pwr & Energy shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in Tortoise Pwr & Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tortoise Pwr & Energy by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $808k 39k 20.90
2024-06-30 $258k 17k 15.15

More positions owned by Sanctuary Advisors

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Sanctuary Advisors

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