Free Trial
→ Trump’s issues shocking Executive Order on U.S. Dollar (From Banyan Hill Publishing) (Ad)tc pixel Free TPZ Stock Alerts

Tortoise Power and Energy Infrastructure Fund (TPZ) Institutional Ownership

Tortoise Power and Energy Infrastructure Fund logo
$20.25 -0.29 (-1.41%)
Closing price 10/15/2026 03:54 PM Eastern
Extended Trading
$20.24 -0.01 (-0.04%)
As of 04:00 AM 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.
Compare

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)
$11.49M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.59M
Get TPZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Tortoise Power and Energy Infrastructure Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TPZ Institutional Buying and Selling by Quarter

Tortoise Power and Energy Infrastructure Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Davidson Trust Co.23,000$458K0.2%N/A0.413%
8/22/2026NWF Advisory Services Inc.14,289$312K0.0%-11.7%0.252%
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%
This Tiny Sub-$1 Gold-Silver Royalty Stock Is Ready to Run (Ad)

A gold-silver royalty firm just closed the largest transaction in its history a new gold streaming deal on a producing mine. The company earns cash flow without operating a single mine, and shares still trade below $1. A major mining financier has already invested and joins the CEO in an exclusive interview.tc pixel

Get instant access to the full report and interview now.
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%
4/28/2025D.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%
Elon says the ‘S’ word (Ad)

Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity. James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation.tc pixel

Watch the free presentation now to see what they revealed
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%


TPZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 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 45 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 552,432 shares in the last 24 months. This purchase volume represents approximately $11.49M 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 10/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
I have publicly predicted six major American crashes, before each one happened.
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
A small-cap gold and silver royalty company is generating record revenue from producing mines, yet shares stil...
Digest Publishing | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
A simple options strategy that changed one trader's path
Ian Cooper went from a financially stressed, struggling journalist to a trader who discovered a repeatable opt...
TradeWins | Sponsoredtc pixel