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Tortoise Power & Energy Infrastructure Fund Inc

TPZDelisted Dec 23, 2024

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.

Q4 2024 vs. Q3 2024

How the institutions holding Tortoise Power & Energy Infrastructure Fund Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of TPZ: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders38153+16
Shares2.74M21.7K5.29M+2.58M (+94.9%)
Value$49.6M$393.1K$106.3M+$57.1M (+116.0%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to TPZ in Q4 2024
InstitutionSharesValue% of portfolio
Jane Street Group, LLC351,151$7.05M0.01%
Commonwealth Equity Services, LLC144,875$2.91M0.00%
Uhlmann Price Securities, LLC109,093$2.19M1.65%
Bank of America Corp92,472$1.86M0.00%
1607 Capital Partners, LLC75,319$1.51M0.12%
HighTower Advisors, LLC68,915$1.38M0.00%
Bank of Montreal58,958$1.18M0.00%
Susquehanna International Group, LLP50,493$1.01M0.00%
Allspring Global Investments Holdings, LLC28,332$568.5K0.00%
Citadel Advisors LLC28,256$567.0K0.00%
MAI Capital Management21,870$438.8K0.00%
Raymond James Financial Inc21,804$437.5K0.00%
GTS Securities LLC21,728$436.0K0.02%
Concorde Asset Management, LLC20,087$403.0K0.21%
Mariner, LLC18,331$367.8K0.00%
Atomi Financial Group, Inc.15,751$316.0K0.02%
Creative Planning15,017$301.3K0.00%
Beverly Hills Private Wealth, LLC10,320$207.1K0.04%
Cerity Partners LLC10,240$205.5K0.00%
Royal Bank of Canada4,075$82.0K0.00%
JPMorgan Chase & Co2,349$47.1K0.00%
Harbor Investment Advisory, LLC1,332$26.7K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP542$11.3K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC243$4.88K0.00%
Quadrant Capital Group LLC171$3.43K0.00%

Sold out (9)

Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of TPZ in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Sit Investment Associates Inc196,703$3.56M
Envestnet Asset Management Inc165,241$2.99M
Absolute Investment Advisers LLC47,473$859.7K
RSM US Wealth Management LLC29,281$532.9K
Quarry LP18,513$335.3K
Zimmer Partners, LP13,599$246.3K
NWF Advisory Services Inc.11,400$206.5K
CIBC Private Wealth Group, LLC7,963$144.2K
Wolverine Asset Management LLC800$14.5K

Not filed for Q4 2024 yet (1)

Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TPZ in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Carmichael Hill & Associates, Inc.21,704$393.1K