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 2024 vs. Q4 2023
How the institutions holding Tortoise Energy Independence Fund, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 26 | 22 | −4 |
| Shares | 698.1K | 676.2K | −21.9K (−3.1%) |
| Value | $20.0M | $22.8M | +$2.80M (+14.0%) |
New holders (1)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 9,511 | $320.7K | 0.02% |
Sold out (5)
Institutions that held Tortoise Energy Independence Fund, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Captrust Financial Advisors | 14,599 | $418.4K |
| Concurrent Investment Advisors, LLC | 14,278 | $409.2K |
| Sea Otter Advisors LLC | 12,181 | $349.1K |
| City of London Investment Management Co Ltd | 11,810 | $338.5K |
| JPMorgan Chase & Co | 80 | $2.29K |