Tortoise Power & Energy Infrastructure Fund Inc
TPZDelisted Dec 23, 2024- SEC CIK
- 0001408201
Tortoise Power & Energy Infrastructure Fund Inc was delisted on Dec 23, 2024; its insiders filed their last Form 4 on Nov 14, 2025; 38 institutions reported holding it in 13F filings for Q3 2024, worth $49.6M in total; no superinvestor held it.
Q3 2024 vs. Q2 2024
How the institutions holding Tortoise Power & Energy Infrastructure Fund Inc changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 38 | +4 |
| Shares | 1.81M | 4.00K | 2.74M | +928.4K (+51.4%) |
| Value | $28.6M | $63.0K | $49.6M | +$21.1M (+73.8%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 725,678 | $13.1M | 0.09% |
| Sit Investment Associates Inc | 196,703 | $3.56M | 0.08% |
| Advisors Asset Management, Inc. | 65,502 | $1.19M | 0.02% |
| Almitas Capital LLC | 59,182 | $1.07M | 0.38% |
| Absolute Investment Advisers LLC | 47,473 | $859.7K | 0.12% |
| Yakira Capital Management, Inc. | 47,226 | $855.3K | 0.33% |
| Quarry LP | 18,513 | $335.3K | 0.10% |
| CSS LLC | 15,974 | $289.3K | 0.02% |
| McGowan Group Asset Management, Inc. | 11,815 | $214.0K | 0.03% |
| CIBC Private Wealth Group, LLC | 7,963 | $144.2K | 0.00% |
Sold out (6)
Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Kayne Anderson Capital Advisors LP | 62,051 | $979.8K |
| Private Advisor Group, LLC | 36,496 | $576.3K |
| J.W. Cole Advisors, Inc. | 13,517 | $213.4K |
| Royal Bank of Canada | 4,000 | $63.0K |
| Triad Wealth Partners, LLC | 450 | $7.11K |
| Wetzel Investment Advisors, Inc. | 300 | $4.68K |
Not filed for Q3 2024 yet (1)
Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4,000 | $63.0K |