Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘14
2001
1 4 3 879%
2002
1 94 93 173%
2003
1 34 33 2.23%
TPZ
2004
Tortoise Power & Energy Infrastructure Fund
TPZ
$126M
1 10 9 15.7%
2005
1 1 0 100%
2006
1 4 3 24.9%
2007
1 43 42 95.6%
2008
1 1 0 90.6%
2009
1 84 83 29.7%
2010
1 19 18 125%
ESPR icon
2011
Esperion Therapeutics
ESPR
$602M
1 15 14 82.8%
2012
1 2 1 1,665%
2013
1 3 2 99.5%
2014
1 6 5 62.4%
2015
1 1 0 92.3%
2016
1 1 0 72%
2017
1 7 6 21.7%
2018
1 1 0 28.6%
2019
1 6 5 217%
2020
1 7 6 52.7%
2021
1 4 3 10.8%
2022
0 13 13 79.4%
2023
0 7 7 22.4%
2024
0 1 1 57.3%
2025
0 2 2 54.1%