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Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

Tortoise Power and Energy Infrastructure Fund logo
$21.04 -0.02 (-0.09%)
Closing price 08/1/2025 03:50 PM Eastern
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$21.04 0.00 (0.00%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Tortoise Power and Energy Infrastructure Fund (NYSE:TPZ)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$77.24M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$22.79M
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TPZ Institutional Buying and Selling by Quarter

Tortoise Power and Energy Infrastructure Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 D.A. Davidson & CO.129,742$2.66M0.0%+4.5%1.725%
7/30/2025 Journey Advisory Group LLC578,866$10.92M0.8%+5.7%7.698%
7/29/2025 Uhlmann Price Securities LLC53,711$1.10M0.8%-33.6%0.714%
5/19/2025Jane Street Group LLC73,007$1.51M0.0%-79.2%0.931%
5/16/2025Concorde Asset Management LLC18,934$358K0.2%-5.7%0.242%
5/16/2025Advisors Asset Management Inc.122,686$2.53M0.0%+0.6%1.565%
5/14/2025Compound Planning Inc.13,851$286K0.0%-12.1%0.177%
5/13/2025Kovitz Investment Group Partners LLC538,039$11.11M0.1%-23.4%6.863%
5/12/2025Bard Associates Inc.291,861$6.03M2.2%-38.3%3.723%
5/7/2025LPL Financial LLC97,216$2.01M0.0%-0.6%1.240%
5/6/2025Cetera Investment Advisers14,253$294K0.0%-12.0%0.182%
5/5/2025Montag A & Associates Inc.6,622$137K0.0%-24.9%0.084%
4/28/2025 D.A. Davidson & CO.124,168$2.56M0.0%+14.6%1.584%
4/28/2025 Private Trust Co. NA3,000$62K0.0%+50.0%0.038%
2/18/2025GTS Securities LLC21,728$436K0.0%N/A0.000%
2/18/2025CSS LLC IL170,928$3.43M0.2%+970.0%0.000%
2/17/2025Saba Capital Management L.P.11,234$225K0.0%-95.1%0.000%
2/17/2025Cetera Investment Advisers16,204$325K0.0%+6.6%0.000%
2/17/2025Bulldog Investors LLP582,674$11.75M3.2%+111.6%0.000%
2/17/2025 Beverly Hills Private Wealth LLC10,320$207K0.0%N/A0.000%
2/17/2025Bank of America Corp DE92,472$1.86M0.0%N/A0.000%
2/17/2025Almitas Capital LLC576,065$11.56M2.5%+873.4%0.000%
2/14/2025Jane Street Group LLC351,151$7.05M0.0%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC702,060$14.09M0.0%-3.3%0.000%
2/14/2025First Trust Advisors LP17,843$358K0.0%-2.9%0.000%
2/13/20251607 Capital Partners LLC75,319$1.51M0.1%N/A0.000%
2/13/2025Mariner LLC18,331$368K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.108,003$2.17M0.0%+10.4%0.000%
2/13/2025Concorde Asset Management LLC20,087$403K0.2%N/A0.000%
2/13/2025Bank of Montreal Can58,958$1.18M0.0%N/A0.000%
2/13/2025Cerity Partners LLC10,240$205K0.0%N/A0.000%
2/13/2025Yakira Capital Management Inc.315,711$6.34M2.3%+568.5%0.000%
2/13/2025Aristides Capital LLC317,062$6.36M1.3%+1,652.8%0.000%
2/13/2025Wells Fargo & Company MN71,872$1.44M0.0%+85.8%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.2,370$48K0.0%-98.6%0.000%
2/12/2025JPMorgan Chase & Co.2,349$47K0.0%N/A0.000%
2/11/2025LPL Financial LLC97,849$1.96M0.0%+628.5%0.000%
2/10/2025Advisors Asset Management Inc.121,955$2.45M0.0%+86.2%0.000%
2/10/2025Commonwealth Equity Services LLC144,875$2.91M0.0%N/A0.000%
2/7/2025HighTower Advisors LLC68,915$1.38M0.0%N/A0.000%
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2/7/2025Blue Bell Private Wealth Management LLC6,414$129K0.0%+2,266.8%0.000%
2/6/2025Bard Associates Inc.473,321$9.51M3.2%+134.3%0.000%
1/31/2025 D.A. Davidson & CO.108,308$2.17M0.0%+196.7%0.000%
1/31/2025Sanctuary Advisors LLC46,133$982K0.0%+19.4%0.000%
1/30/2025Montag A & Associates Inc.8,820$177K0.0%-22.1%0.000%
1/29/2025 Allspring Global Investments Holdings LLC28,332$568K0.0%N/A0.000%
1/27/2025 Stratos Wealth Advisors LLC14,000$281K0.0%-13.8%0.000%
1/17/2025Atomi Financial Group Inc.15,751$316K0.0%N/A0.000%
1/16/2025 Harbor Investment Advisory LLC1,332$27K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC38,653$700K0.0%+126.5%0.000%
11/15/2024Kovitz Investment Group Partners LLC725,678$13.07M0.1%N/A0.000%
11/15/2024Quarry LP18,513$335K0.1%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.97,850$1.77M0.0%-17.3%0.000%
11/8/2024Advisors Asset Management Inc.65,502$1.19M0.0%N/A0.000%
11/6/2024Bard Associates Inc.202,055$3.66M1.2%-4.8%0.000%
9/5/2024Sanctuary Advisors LLC17,064$258K0.0%N/A0.000%
8/8/2024Envestnet Asset Management Inc.197,369$3.12M0.0%+13.6%0.000%
8/7/2024Choreo LLC44,574$702K0.0%+7.7%0.000%
8/5/2024Private Advisor Group LLC36,496$576K0.0%-41.9%0.000%
8/2/2024Carmichael Hill & Associates Inc.21,429$338K0.1%+3.4%0.000%
8/2/2024Wolverine Asset Management LLC6,891$109K0.0%N/A0.000%
5/2/2024Choreo LLC41,405$645K0.0%N/A0.000%
4/30/2024J.W. Cole Advisors Inc.13,367$208K0.0%+7.8%0.000%
4/24/2024Blue Bell Private Wealth Management LLC2,400$37K0.0%+242.9%0.000%
2/15/2024Bulldog Investors LLP303,410$4.22M1.4%+72.7%0.000%
2/13/2024Aristides Capital LLC20,110$282K0.1%-9.4%0.000%
2/13/2024Bard Associates Inc.223,321$3.13M1.2%-11.5%0.000%
2/12/2024Relative Value Partners Group LLC766,544$10.74M0.7%-9.0%0.000%
2/7/2024Kayne Anderson Capital Advisors LP62,051$870K0.0%-9.4%0.000%
2/6/2024Private Advisor Group LLC62,692$879K0.0%-16.0%0.000%
2/1/2024Wolverine Asset Management LLC4,040$57K0.0%-92.8%0.000%
1/31/2024J.W. Cole Advisors Inc.12,400$174K0.0%N/A0.000%
1/24/2024 Stratos Wealth Advisors LLC17,571$246K0.0%-14.3%0.000%
11/14/2023Saba Capital Management L.P.177,876$2.38M0.1%+7.3%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.208,471$2.79M1.1%+14.5%0.000%
11/13/2023Wolverine Asset Management LLC56,105$750K0.0%-3.5%0.000%
11/9/2023Kayne Anderson Capital Advisors LP68,500$915K0.0%-6.0%0.000%
11/8/2023 D.A. Davidson & CO.30,173$403K0.0%+5.6%0.000%
11/3/2023Private Advisor Group LLC74,616$997K0.0%-18.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.25,018$334K0.0%-6.7%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.182,124$2.41M1.0%-9.9%0.000%
8/15/2023Bulldog Investors LLP162,086$2.14M0.7%+73.2%0.000%
8/11/2023 D.A. Davidson & CO.28,574$377K0.0%+6.1%0.000%
8/10/2023Private Advisor Group LLC91,189$1.26M0.0%+4.7%0.000%
8/10/2023Sit Investment Associates Inc.48,786$644K0.0%-8.8%0.000%
8/7/2023Wolverine Asset Management LLC58,161$768K0.0%+3.4%0.000%
8/4/2023Envestnet Asset Management Inc.84,237$1.11M0.0%+16.9%0.000%
8/4/2023Carmichael Hill & Associates Inc.18,938$250K0.1%+21.7%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.26,815$354K0.0%-28.5%0.000%
5/15/2023Relative Value Partners Group LLC909,269$11.68M0.8%-1.4%0.000%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/12/2023Aristides Capital LLC22,199$285K0.2%-5.3%0.000%
5/10/2023Private Advisor Group LLC87,114$1.12M0.0%N/A0.000%
5/8/2023Wolverine Asset Management LLC56,265$723K0.0%+92.8%0.000%
5/5/2023 Truist Financial Corp29,344$377K0.0%-3.9%0.000%
4/27/2023 Stratos Wealth Advisors LLC20,500$263K0.0%+5.1%0.000%
4/25/2023 D.A. Davidson & CO.26,939$346K0.0%+26.7%0.000%
4/5/2023Carmichael Hill & Associates Inc.15,560$200K0.1%+9.8%0.000%
3/6/2023Rockefeller Capital Management L.P.145,417$1.86M0.0%+23.5%0.000%
2/10/2023Bard Associates Inc.258,575$3.30M1.4%-6.1%0.000%
2/10/2023Sit Investment Associates Inc.270,548$3.45M0.1%-11.3%0.000%
(Data available from 1/1/2016 forward)

TPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPZ shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Tortoise Power and Energy Infrastructure Fund. The most heavily invested institutionals were Bulldog Investors LLP ($11.75M), Almitas Capital LLC ($11.56M), Kovitz Investment Group Partners LLC ($11.11M), Journey Advisory Group LLC ($10.92M), Relative Value Partners Group LLC ($10.74M), Aristides Capital LLC ($6.36M), and Yakira Capital Management Inc. ($6.34M).Learn more on Tortoise Power and Energy Infrastructure Fund's institutional investors.

Which institutional investors have been buying Tortoise Power and Energy Infrastructure Fund's stock?

Of the 41 institutional investors that purchased Tortoise Power and Energy Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($725.68K), Almitas Capital LLC ($516.88K), Bulldog Investors LLP ($503.55K), Jane Street Group LLC ($351.15K), Aristides Capital LLC ($298.97K), Bard Associates Inc. ($271.27K), and Yakira Capital Management Inc. ($268.49K).

How much institutional buying is happening at Tortoise Power and Energy Infrastructure Fund?

Institutional investors have bought a total of 3,938,110 shares in the last 24 months. This purchase volume represents approximately $77.24M in transactions.

Which of Tortoise Power and Energy Infrastructure Fund's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Tortoise Power and Energy Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($278.14K), Saba Capital Management L.P. ($216.49K), Bard Associates Inc. ($191.72K), Kovitz Investment Group Partners LLC ($187.64K), Thomas J. Herzfeld Advisors Inc. ($165.40K), Uhlmann Price Securities LLC ($27.21K), and Private Advisor Group LLC ($26.30K).

How much institutional selling is happening at Tortoise Power and Energy Infrastructure Fund?

Institutional investors have sold a total of 1,126,560 shares in the last 24 months. This volume of shares sold represents approximately $22.79M in transactions.


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This page (NYSE:TPZ) was last updated on 8/2/2025 by MarketBeat.com Staff
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