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.
Q4 2022 vs. Q3 2022
How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 25 | 1 | 26 | +2 |
| Shares | 867.9K | 4.96K | 818.3K | −44.6K (−5.2%) |
| Value | $24.6M | $140.0K | $23.8M | −$585.1K (−2.4%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James & Associates | 157,784 | $4.60M | 0.00% |
| Allspring Global Investments Holdings, LLC | 20,708 | $603.5K | 0.00% |
| Woodline Partners LP | 13,330 | $388.5K | 0.01% |
| Commonwealth Equity Services, LLC | 11,144 | $324.0K | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,703 | $224.5K | 0.06% |
| Monetary Management Group Inc | 5,051 | $147.2K | 0.05% |
| CoreCap Advisors, LLC | 162 | $4.72K | 0.00% |
| Advisory Services Network, LLC | 140 | $4.08K | 0.00% |
Sold out (6)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Bulldog Investors, LLP | 74,189 | $2.10M |
| Boothbay Fund Management, LLC | 66,000 | $1.87M |
| Sit Investment Associates Inc | 24,905 | $705.0K |
| Lincoln National Corp | 12,380 | $351.0K |
| Almitas Capital LLC | 12,295 | $349.0K |
| Clough Capital Partners L P | 11,189 | $317.0K |
Not filed for Q4 2022 yet (1)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Covington Capital Management | 4,961 | $140.0K |