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Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

Tortoise Power and Energy Infrastructure Fund logo
$20.14 -0.17 (-0.84%)
Closing price 03:58 PM Eastern
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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)
11
Total
Institutional Inflows
(last 12 months)
$18.93M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.59M
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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
8/22/2026 NWF Advisory Services Inc.14,289$312K0.0%-11.7%0.252%
6/1/2026 Concorde Asset Management LLC17,525$383K0.2%-3.8%0.294%
5/13/2026 Cetera Investment Advisers135,508$2.97M0.0%+1,169.9%2.270%
5/5/2026 D.A. Davidson & CO.82,440$1.80M0.0%-29.7%1.381%
5/4/2026 NWF Advisory Services Inc.16,189$354K0.0%+16.6%0.271%
4/27/2026 Sound Income Strategies LLC1,400$31K0.0%N/A0.023%
4/20/2026 Breakwater Capital Group9,307$204K0.0%N/A0.156%
4/16/2026 Evolve Private Wealth LLC39,966$874K0.0%-6.0%0.669%
4/16/2026 Uhlmann Price Securities LLC74,155$1.62M0.1%-1.8%1.242%
2/18/2026 OLD Mission Capital LLC17,223$351K0.0%N/A0.279%
2/18/2026 Evolve Private Wealth LLC42,532$870K0.1%N/A0.689%
2/17/2026 Cetera Investment Advisers10,671$217K0.0%-5.7%0.173%
2/17/2026 Osaic Holdings Inc.23,614$481K0.0%-7.3%0.383%
2/16/2026 Focus Partners Wealth305,725$6.23M0.0%N/A4.955%
2/16/2026 Bard Associates Inc.260,081$5.32M1.4%-9.1%4.215%
2/12/2026 Advisors Asset Management Inc.120,252$2.45M0.0%-1.0%1.949%
2/12/2026 Jane Street Group LLC11,596$236K0.0%-87.0%0.188%
2/12/2026 Commonwealth Equity Services LLC141,061$2.88M0.0%-5.4%2.286%
2/11/2026 LPL Financial LLC91,718$1.87M0.0%-4.8%1.487%
1/29/2026 D.A. Davidson & CO.117,218$2.39M0.0%-11.4%1.864%
1/1/2026 JPMorgan Chase & Co.5,360$113K0.0%-31.3%0.081%
11/17/2025 Bank of America Corp DE3,600$76K0.0%-81.8%0.054%
11/17/2025 Bard Associates Inc.286,261$6.01M1.6%-1.3%4.311%
11/14/2025 Raymond James Financial Inc.16,248$341K0.0%-7.7%0.245%
11/13/2025 First Trust Advisors LP12,678$266K0.0%+19.4%0.191%
11/10/2025 Journey Advisory Group LLC562,329$11.82M0.9%-2.9%8.469%
11/7/2025 JPMorgan Chase & Co.5,360$113K0.0%-31.3%0.081%
11/7/2025 Uhlmann Price Securities LLC75,129$1.58M1.0%+39.9%1.131%
11/6/2025 Advisors Asset Management Inc.121,444$2.55M0.0%-0.8%1.829%
10/22/2025 D.A. Davidson & CO.132,373$2.78M0.0%+2.0%1.994%
10/9/2025 Breakthru Advisory Services LLC375,510$7.89M5.2%N/A5.274%
9/4/2025 Osaic Holdings Inc.26,701$547K0.0%+7.1%0.355%
8/15/2025 Bank of America Corp DE19,749$405K0.0%-58.4%0.263%
8/13/2025 Walleye Capital LLC10,378$213K0.0%N/A0.138%
8/12/2025 JPMorgan Chase & Co.7,800$160K0.0%+233.8%0.104%
8/8/2025 Cetera Investment Advisers10,323$212K0.0%-27.6%0.137%
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%
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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%
4/28/2025D.A. Davidson & CO.124,168$2.56M0.0%+14.6%1.584%
4/28/2025Private 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%
2/17/2025Beverly 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%
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%
1/31/2025D.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%
1/29/2025Allspring Global Investments Holdings LLC28,332$568K0.0%N/A0.000%
1/27/2025Stratos Wealth Advisors LLC14,000$281K0.0%-13.8%0.000%
1/17/2025Atomi Financial Group Inc.15,751$316K0.0%N/A0.000%
1/16/2025Harbor 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%
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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%


TPZ Institutional Ownership - Frequently Asked Questions

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 Journey Advisory Group LLC ($11.82M), Bulldog Investors LLP ($11.75M), Almitas Capital LLC ($11.56M), Kovitz Investment Group Partners LLC ($11.11M), Breakthru Advisory Services LLC ($7.89M), Aristides Capital LLC ($6.36M), and Yakira Capital Management Inc. ($6.34M).Learn more on Tortoise Power and Energy Infrastructure Fund's institutional investors.

Of the 44 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), Breakthru Advisory Services LLC ($375.51K), Jane Street Group LLC ($351.15K), Bulldog Investors LLP ($307.28K), Focus Partners Wealth ($305.73K), and Aristides Capital LLC ($298.97K).

Institutional investors have bought a total of 904,942 shares in the last 24 months. This purchase volume represents approximately $18.93M in transactions.

Of the 16 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 ($77.59K), D.A. Davidson & CO. ($49.93K), Bard Associates Inc. ($30.07K), Journey Advisory Group LLC ($16.54K), Bank of America Corp DE ($16.15K), Commonwealth Equity Services LLC ($8.03K), and JPMorgan Chase & Co. ($4.88K).

Institutional investors have sold a total of 220,405 shares in the last 24 months. This volume of shares sold represents approximately $4.59M in transactions.


Related Companies

Institutional ownership data for NYSE:TPZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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