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LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

TPZ holding history

Tortoise Power & Energy Infrastructure Fund Inc in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TPZ overviewAll 13F holders of TPZFull Q2 2026 holdings

Shares (Q2 2026)
95,329
Value
$2.08M
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of TPZ by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,329$2.08M<0.1%−3,950−4.0%ReducedHolders
Q1 202699,279$2.17M<0.1%+7,561+8.2%AddedHolders
Q4 202591,718$1.87M<0.1%−4,644−4.8%ReducedHolders
Q3 202596,362$2.02M<0.1%+840+0.9%AddedHolders
Q2 202595,522$1.96M<0.1%−1,694−1.7%ReducedHolders
Q1 202597,216$2.01M<0.1%−633−0.6%ReducedHolders
Q4 202497,849$1.96M<0.1%+84,417+628.5%AddedHolders
Q3 202413,432$243.3K<0.1%+438+3.4%AddedHolders
Q2 202412,994$205.2K<0.1%−419−3.1%ReducedHolders
Q1 202413,413$209.1K<0.1%+685+5.4%AddedHolders
Q4 202312,728$178.4K<0.1%+12,728NewHolders