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Tortoise Power And Energy Infrastructure Fund shares owned by UBS Group

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 16k 21.02
2025-06-30 $900k 44k 20.50
2025-03-31 $540k 26k 20.65
2024-12-31 $507k 25k 20.07

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View all positions for UBS 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