TPZ

Tortoise Power & Energy Infrastructure Fund

35 hedge funds and large institutions have $49.2M invested in Tortoise Power & Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JAG
1
Journey Advisory Group
Kentucky
$10.9M 578,866 +31,124 +6%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.59M 370,249 -167,790 -31%
BA
3
Bard Associates
Illinois
$5.95M 290,154 -1,707 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3M 146,294 +318 +0.2%
DADC
5
D.A. Davidson & Co
Montana
$2.66M 129,742 +5,574 +4%
AAM
6
Advisors Asset Management
Colorado
$2.51M 122,473 -213 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.27M 110,882 -11,124 -9%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.04M 99,705
LPL Financial
9
LPL Financial
California
$1.96M 95,522 -1,694 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.6M 78,004 -1,236 -2%
UPS
11
UHLMANN PRICE SECURITIES
Illinois
$1.1M 53,711 -27,214 -34%
Osaic Holdings
12
Osaic Holdings
Arizona
$997K 49,684 +24,754 +99%
UBS Group
13
UBS Group
Switzerland
$900K 43,904 +17,744 +68%
Wells Fargo
14
Wells Fargo
California
$777K 37,888 -30,235 -44%
GS
15
GTS Securities
New York
$654K 31,918 +680 +2%
Truist Financial
16
Truist Financial
North Carolina
$586K 28,585 +40 +0.1%
MCM
17
MAI Capital Management
Ohio
$459K 22,410 +333 +2%
Bank of America
18
Bank of America
North Carolina
$405K 19,749 -27,781 -58%
Raymond James Financial
19
Raymond James Financial
Florida
$361K 17,603
Creative Planning
20
Creative Planning
Kansas
$309K 15,073 -435 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$253K 12,356 -2,196 -15%
MGAM
22
McGowan Group Asset Management
Texas
$246K 12,004 +84 +0.7%
First Trust Advisors
23
First Trust Advisors
Illinois
$218K 10,619 -366 -3%
Walleye Capital
24
Walleye Capital
New York
$213K 10,378 +10,378 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$212K 10,323 -3,930 -28%