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.
Q1 2022 vs. Q4 2021
How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 19 | 22 | +3 |
| Shares | 824.2K | 730.1K | −94.1K (−11.4%) |
| Value | $18.2M | $21.6M | +$3.35M (+18.4%) |
New holders (6)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Almitas Capital LLC | 17,965 | $533.0K | 0.32% |
| Clough Capital Partners L P | 16,205 | $481.0K | 0.04% |
| CSS LLC | 11,701 | $347.0K | 0.01% |
| Monetary Management Group Inc | 4,000 | $119.0K | 0.03% |
| Blue Bell Private Wealth Management, LLC | 3,650 | $108.0K | 0.03% |
| Bogart Wealth, LLC | 105 | $3.00K | 0.00% |
Sold out (3)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Private Advisor Group, LLC | 35,774 | $792.0K |
| Tower Research Capital LLC (TRC) | 400 | $9.00K |
| CoreCap Advisors, LLC | 162 | $4.00K |