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 %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$11.1M 538,039 -164,021 -23%
JAG
2
Journey Advisory Group
Kentucky
$9.22M 547,742 +547,742 New
BA
3
Bard Associates
Illinois
$6.03M 291,861 -181,460 -38%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.01M 145,976 +1,101 +0.8%
DADC
5
D.A. Davidson & Co
Montana
$2.56M 124,168 +15,860 +15%
AAM
6
Advisors Asset Management
Colorado
$2.53M 122,686 +731 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$2.52M 122,006 -27,800 -19%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.06M 99,705 -8,298 -8%
LPL Financial
9
LPL Financial
California
$2.01M 97,216 -633 -0.6%
UPS
10
UHLMANN PRICE SECURITIES
Illinois
$1.67M 80,925 -28,168 -26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.64M 79,240 +237 +0.3%
Jane Street
12
Jane Street
New York
$1.51M 73,007 -278,144 -79%
Wells Fargo
13
Wells Fargo
California
$1.41M 68,123 -3,749 -5%
Bank of America
14
Bank of America
North Carolina
$981K 47,530 -44,942 -49%
GS
15
GTS Securities
New York
$645K 31,238 +9,510 +44%
Truist Financial
16
Truist Financial
North Carolina
$589K 28,545 +899 +3%
UBS Group
17
UBS Group
Switzerland
$540K 26,160 +903 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$515K 24,930 -27,770 -53%
MCM
19
MAI Capital Management
Ohio
$456K 22,077 +207 +0.9%
Mariner
20
Mariner
Kansas
$396K 19,161 +830 +5%
Raymond James Financial
21
Raymond James Financial
Florida
$363K 17,603 -4,201 -19%
CAM
22
Concorde Asset Management
Michigan
$358K 18,934 -1,153 -6%
Creative Planning
23
Creative Planning
Kansas
$320K 15,508 +491 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$300K 14,552 -13,704 -48%
NAS
25
NWF Advisory Services
California
$295K 14,289 +14,289 New
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