TPZ

Tortoise Power & Energy Infrastructure Fund

37 hedge funds and large institutions have $49.4M invested in Tortoise Power & Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
1
Journey Advisory Group
Kentucky
$10.9M +$587K +31,124 +6%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$7.59M -$3.44M -167,790 -31%
BA
3
Bard Associates
Illinois
$5.95M -$35K -1,707 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3M +$6.52K +318 +0.2%
DADC
5
D.A. Davidson & Co
Montana
$2.66M +$114K +5,574 +4%
AAM
6
Advisors Asset Management
Colorado
$2.51M -$4.37K -213 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.27M -$228K -11,124 -9%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.04M
LPL Financial
9
LPL Financial
California
$1.96M -$34.7K -1,694 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.6M -$25.3K -1,236 -2%
UPS
11
UHLMANN PRICE SECURITIES
Illinois
$1.1M -$558K -27,214 -34%
Osaic Holdings
12
Osaic Holdings
Arizona
$997K +$497K +24,754 +99%
UBS Group
13
UBS Group
Switzerland
$900K +$364K +17,744 +68%
Wells Fargo
14
Wells Fargo
California
$777K -$620K -30,235 -44%
GS
15
GTS Securities
New York
$654K +$13.9K +680 +2%
Truist Financial
16
Truist Financial
North Carolina
$586K +$820 +40 +0.1%
MCM
17
MAI Capital Management
Ohio
$459K +$6.83K +333 +2%
Bank of America
18
Bank of America
North Carolina
$405K -$570K -27,781 -58%
Raymond James Financial
19
Raymond James Financial
Florida
$361K
Creative Planning
20
Creative Planning
Kansas
$309K -$8.92K -435 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$253K -$45K -2,196 -15%
MGAM
22
McGowan Group Asset Management
Texas
$246K +$1.72K +84 +0.7%
First Trust Advisors
23
First Trust Advisors
Illinois
$218K -$7.5K -366 -3%
Walleye Capital
24
Walleye Capital
New York
$213K +$213K +10,378 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$212K -$80.6K -3,930 -28%