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Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

Tortoise Power and Energy Infrastructure Fund logo
$21.66 -0.05 (-0.23%)
Closing price 07/2/2026 03:43 PM Eastern
Extended Trading
$21.70 +0.05 (+0.21%)
As of 07/2/2026 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 Massive. 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)
15
Total
Institutional Inflows
(last 12 months)
$20.04M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.75M
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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
6/1/2026Concorde Asset Management LLC17,525$383K0.2%-3.8%0.294%
5/13/2026Cetera Investment Advisers135,508$2.97M0.0%+1,169.9%2.270%
5/5/2026D.A. Davidson & CO.82,440$1.80M0.0%-29.7%1.381%
5/4/2026NWF Advisory Services Inc.16,189$354K0.0%+16.6%0.271%
4/27/2026Sound Income Strategies LLC1,400$31K0.0%N/A0.023%
4/20/2026Breakwater Capital Group9,307$204K0.0%N/A0.156%
4/16/2026Evolve Private Wealth LLC39,966$874K0.0%-6.0%0.669%
4/16/2026Uhlmann Price Securities LLC74,155$1.62M0.1%-1.8%1.242%
2/18/2026OLD Mission Capital LLC17,223$351K0.0%N/A0.279%
2/18/2026Evolve Private Wealth LLC42,532$870K0.1%N/A0.689%
2/17/2026Cetera Investment Advisers10,671$217K0.0%-5.7%0.173%
2/17/2026Osaic Holdings Inc.23,614$481K0.0%-7.3%0.383%
2/16/2026Focus Partners Wealth305,725$6.23M0.0%N/A4.955%
2/16/2026Bard Associates Inc.260,081$5.32M1.4%-9.1%4.215%
2/12/2026Advisors Asset Management Inc.120,252$2.45M0.0%-1.0%1.949%
2/12/2026Jane Street Group LLC11,596$236K0.0%-87.0%0.188%
2/12/2026Commonwealth Equity Services LLC141,061$2.88M0.0%-5.4%2.286%
2/11/2026LPL Financial LLC91,718$1.87M0.0%-4.8%1.487%
1/29/2026D.A. Davidson & CO.117,218$2.39M0.0%-11.4%1.864%
1/1/2026JPMorgan Chase & Co.5,360$113K0.0%-31.3%0.081%
11/17/2025Bank of America Corp DE3,600$76K0.0%-81.8%0.054%
11/17/2025Bard Associates Inc.286,261$6.01M1.6%-1.3%4.311%
11/14/2025Raymond James Financial Inc.16,248$341K0.0%-7.7%0.245%
11/13/2025First Trust Advisors LP12,678$266K0.0%+19.4%0.191%
11/10/2025Journey Advisory Group LLC562,329$11.82M0.9%-2.9%8.469%
11/7/2025JPMorgan Chase & Co.5,360$113K0.0%-31.3%0.081%
11/7/2025Uhlmann Price Securities LLC75,129$1.58M1.0%+39.9%1.131%
11/6/2025Advisors Asset Management Inc.121,444$2.55M0.0%-0.8%1.829%
10/22/2025D.A. Davidson & CO.132,373$2.78M0.0%+2.0%1.994%
10/9/2025Breakthru Advisory Services LLC375,510$7.89M5.2%N/A5.274%
9/4/2025Osaic Holdings Inc.26,701$547K0.0%+7.1%0.355%
8/15/2025Bank of America Corp DE19,749$405K0.0%-58.4%0.263%
8/13/2025Walleye Capital LLC10,378$213K0.0%N/A0.138%
8/12/2025JPMorgan Chase & Co.7,800$160K0.0%+233.8%0.104%
8/8/2025Cetera Investment Advisers10,323$212K0.0%-27.6%0.137%
7/30/2025D.A. Davidson & CO.129,742$2.66M0.0%+4.5%1.725%
7/30/2025Journey Advisory Group LLC578,866$10.92M0.8%+5.7%7.698%
7/29/2025Uhlmann 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%
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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%
11/6/2024Bard Associates Inc.202,055$3.66M1.2%-4.8%0.000%
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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%


TPZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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 48 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 959,252 shares in the last 24 months. This purchase volume represents approximately $20.04M in transactions.

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 ($77.59K), D.A. Davidson & CO. ($49.93K), Bank of America Corp DE ($43.93K), Bard Associates Inc. ($30.07K), Uhlmann Price Securities LLC ($28.56K), Journey Advisory Group LLC ($16.54K), and Commonwealth Equity Services LLC ($8.03K).

Institutional investors have sold a total of 277,430 shares in the last 24 months. This volume of shares sold represents approximately $5.75M in transactions.


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This page (NYSE:TPZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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