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.
Q2 2023 vs. Q1 2023
How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 26 | 28 | +2 |
| Shares | 818.7K | 774.3K | −44.4K (−5.4%) |
| Value | $23.0M | $22.3M | −$782.3K (−3.4%) |
New holders (6)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sit Investment Associates Inc | 47,677 | $1.37M | 0.04% |
| Captrust Financial Advisors | 7,510 | $215.9K | 0.00% |
| Sea Otter Advisors LLC | 5,000 | $143.8K | 0.11% |
| Tower Research Capital LLC (TRC) | 298 | $8.57K | 0.00% |
| Delta Asset Management LLC | 125 | $3.59K | 0.00% |
| Citigroup Inc | 53 | $1.52K | 0.00% |
Sold out (4)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 17,649 | $496.8K |
| US Bancorp | 1,000 | $28.1K |
| Manchester Capital Management LLC | 1,000 | $28.1K |
| Advisory Services Network, LLC | 140 | $3.94K |