Tortoise Energy Independence Fund, Inc.
NDPDelisted Dec 23, 2024- SEC CIK
- 0001547158
Tortoise Energy Independence Fund, Inc. was delisted on Dec 23, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 29 institutions reported holding it in 13F filings for Q3 2024, worth $27.1M in total; no superinvestor held it.
13F holders, Q1 2021
Institutional positions in Tortoise Energy Independence Fund, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 15
- No complete 13F data for Q4 2020
- Shares held
- 578.7K
- No complete 13F data for Q4 2020
- Total value
- $10.0M
- No complete 13F data for Q4 2020
Holders and value by quarter
Institutions reporting NDP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 29 | $27.1M |
| Q2 2024 | 20 | $24.0M |
| Q1 2024 | 22 | $22.8M |
| Q4 2023 | 26 | $20.0M |
| Q3 2023 | 24 | $24.5M |
| Q2 2023 | 28 | $22.3M |
| Q1 2023 | 26 | $23.0M |
| Q4 2022 | 26 | $23.8M |
| Q3 2022 | 25 | $24.6M |
| Q2 2022 | 27 | $22.7M |
| Q1 2022 | 22 | $21.6M |
| Q4 2021 | 19 | $18.2M |
| Q3 2021 | 17 | $16.7M |
| Q2 2021 | 16 | $13.8M |
| Q1 2021 | 15 | $10.0M |
Institutions, Q1 2021
Shares, value and share of portfolio for each institution holding Tortoise Energy Independence Fund, Inc..
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristides Capital LLC | 304,131 | $5.26M | 4.99% | – | – |
| Private Advisor Group, LLC | 63,924 | $1.11M | 0.01% | – | – |
| Matisse Capital | 55,000 | $951.0K | 0.27% | – | – |
| Punch & Associates Investment Management, Inc. | 36,000 | $623.0K | 0.04% | – | – |
| Wolverine Asset Management LLC | 32,333 | $559.0K | 0.01% | – | – |
| Morgan Stanley | 22,948 | $397.0K | 0.00% | – | – |
| Thomas J. Herzfeld Advisors, Inc. | 15,366 | $266.0K | 0.12% | – | – |
| Bank of America Corp | 15,145 | $262.0K | 0.00% | – | – |
| Lincoln National Corp | 12,326 | $213.0K | 0.01% | – | – |
| UBS Group AG | 7,624 | $131.0K | 0.00% | – | – |
| Royal Bank of Canada | 6,686 | $116.0K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 4,211 | $73.0K | 0.00% | – | – |
| Wells Fargo & Company | 2,494 | $43.0K | 0.00% | – | – |
| FNY Investment Advisers, LLC | 434 | $7.00K | 0.00% | – | – |
| Rockefeller Capital Management L.P. | 106 | $1.00K | 0.00% | – | – |