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 2023 vs. Q3 2023
How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 24 | 26 | +2 |
| Shares | 773.9K | 698.1K | −75.8K (−9.8%) |
| Value | $24.5M | $20.0M | −$4.50M (−18.4%) |
New holders (4)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Matisse Capital | 26,480 | $758.9K | 0.40% |
| Concurrent Investment Advisors, LLC | 14,278 | $409.2K | 0.02% |
| Landscape Capital Management, L.L.C. | 12,533 | $359.2K | 0.03% |
| Beaird Harris Wealth Management, LLC | 40 | $1.15K | 0.00% |
Sold out (2)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Sit Investment Associates Inc | 100,565 | $3.19M |
| Cornerstone Advisors, LLC | 4,691 | $148.6K |