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Tortoise Pwr & Energy shares owned by UBS Group

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

Historical chart of UBS Group investment in Tortoise Pwr & Energy

2016201720182019202020212022202320241M2M3M50k100k150k
Value ($)Share countHistorical TPZ position of UBS Group Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Tortoise Pwr & Energy by UBS Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $345k 19k 18.11
2024-06-30 $306k 19k 15.79
2024-03-31 $308k 20k 15.59
2023-12-31 $327k 23k 14.01
2023-09-30 $320k 24k 13.36
2023-06-30 $311k 24k 13.21
2023-03-31 $630k 49k 12.85
2022-12-31 $580k 46k 12.76
2022-09-30 $674k 54k 12.47
2022-06-30 $787k 63k 12.51
2022-03-31 $848k 60k 14.24
2021-12-31 $808k 59k 13.62
2021-09-30 $790k 60k 13.23
2021-06-30 $697k 50k 14.06
2021-03-31 $454k 38k 12.10
2020-12-31 $427k 39k 10.95
2020-09-30 $369k 43k 8.52
2020-06-30 $458k 51k 9.02
2020-03-31 $363k 52k 6.99
2019-12-31 $823k 48k 17.20
2019-09-30 $916k 51k 18.01
2019-06-30 $896k 49k 18.32
2019-03-31 $807k 45k 17.95
2018-12-31 $711k 45k 15.88
2018-09-30 $780k 41k 19.08
2018-06-30 $845k 45k 18.84
2018-03-31 $883k 49k 17.91
2017-12-31 $1.5M 74k 20.40
2017-09-30 $1.6M 76k 21.30
2017-06-30 $1.4M 66k 21.00
2017-03-31 $3.5M 158k 21.99
2016-12-31 $3.5M 159k 22.18
2016-09-30 $3.7M 167k 22.35
2016-06-30 $2.9M 151k 19.55
2016-03-31 $2.4M 136k 17.39
2015-12-31 $1.9M 111k 16.78
2015-09-30 $1.8M 92k 19.46
2015-03-31 $2.6M 98k 26.22

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Top funds holding Tortoise Pwr & Energy

Carmichael Hill & Associates
Quarry
Advisor Group Holdings
Blue Bell Private Wealth Management

View all funds holding Tortoise Pwr & Energy