TPZ

Tortoise Power & Energy Infrastructure Fund
TPZ

Overview Fund Activity

40 hedge funds and large institutions have $55M invested in Tortoise Power & Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
40
Holders Change
-13
Holders Change %
-24.53%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
4
Increased
12
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
1
Journey Advisory Group
Kentucky
$9.22M
2
DADC
2
D.A. Davidson & Co
Montana
$2.56M
3
NAS
3
NWF Advisory Services
California
$295K
4
GS
4
GTS Securities
New York
$645K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.01M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
AC
2
Almitas Capital
California
$0
3
AC
3
Aristides Capital
Kentucky
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
Jane Street
5
Jane Street
New York
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$294K 14,253 -1,951 -12%
AFG
27
Atomi Financial Group
New York
$286K 13,851 -1,900 -12%
MGAM
28
McGowan Group Asset Management
Texas
$246K 11,920 +40 +0.3%
First Trust Advisors
29
First Trust Advisors
Illinois
$227K 10,985 -6,858 -38%
BHPW
30
Beverly Hills Private Wealth
California
$213K 10,320 – –
Cerity Partners
31
Cerity Partners
New York
$211K 10,240 – –
MA
32
Montag & Associates
Georgia
$137K 6,622 -2,198 -25%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$132K 6,414 – –
PTC
34
Private Trust Company
Ohio
$62K 3,000 +1,000 +50%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$48.3K 2,337 -12 -0.5%
HIA
36
Harbor Investment Advisory
Maryland
$27.5K 1,332 – –
LWCFA
37
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.5K 542 – –
SIS
38
Strategic Investment Solutions
Illinois
$10.3K 500 +500 New
SPIA
39
Steward Partners Investment Advisory
New York
$6.71K 325 -595 -65%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$2.96K 164 +164 New
BI
41
Bulldog Investors
New Jersey
– – -582,674 Closed
AC
42
Almitas Capital
California
– – -576,065 Closed
AC
43
Aristides Capital
Kentucky
– – -317,062 Closed
YCM
44
Yakira Capital Management
Connecticut
– – -315,711 Closed
CL
45
CSS LLC
Illinois
– – -170,928 Closed
1CP
46
1607 Capital Partners
Virginia
– – -75,319 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
– – -68,915 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– – -58,958 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– – -50,493 Closed
Allspring Global Investments
50
Allspring Global Investments
North Carolina
– – -28,332 Closed
1
2
3